Anna Goryachikova

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Articles

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  • How to Customize Goal Fields

    Learn how to set the requirement for tags, priority, and goal cycle fields   You may want to make specific goal fields optional, required, or hidden, so we have given all Admins the ability to c...

  • Manage a Goal Cycle

    How to understand the activity within your goal cycle   Please note: This article walks through managing a goal cycle when O&KR Differentiation is disabled by your account admin. For the steps for...

  • Navigating Goal Reporting as an Admin

    Understanding how employees are interacting with the goals tool Please note: This article walks through reporting when O&KR differentiation is disabled by your account admin. For the steps for Goa...

  • How to Enable Goals for your Organization

    Set Goals to be accessible to all or a subset of employees Lattice allows you to turn on Goals for your entire organization or a smaller group of users. We provide the flexibility you need to he...

  • How to View Your Direct Reports' Goals

    Viewing Goals for your direct reports Please note: This article walks through viewing direct reports' goals when O&KR Differentiation is disabled by your account admin. For the steps for...

  • How to Create a Goal for an Employee

     Please note: This article walks through creating a goal for an employee when O&KR differentiation is disabled by your account admin. For the steps for Goals V2, check out How to Create a Goal for...

  • How to Delete a Goal

    Please note: This article walks through deleting a goal when O&KR differentiation is disabled by your account admin. For the steps for Goals V2, check out How to Delete a Goal with Goal Different...

  • How to Upload Historical Goals via CSV

    If you have historical goals saved in a different system and want to add them to Lattice, you can upload them using a CSV directly on the platform. The upload associates employees with their assig...

  • How to Allow Public Goals in the Org Chart

    Lattice allows you to show the public goals each owner owns within the org chart.    Before you start Goals in the org chart will respect your company’s and employees’ current goal visibility set...

  • How to Default Individual Goals to Private

    How to default goals to be public, private, or only allow private goals   Adjust Default goal visibility Step 1: Navigate to Admin > Goals > Settings. Step 2: Under Default goal visibility, set ...