Anna
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Articles
Recent activity by Anna-
Administering Goals
How to manage goal activity and settings for your company. Getting started In Lattice, admins have the ability to customize by navigating to Admin > Goals. Within the Admin page, admins can create ...
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Understand Goal Progress and Statuses Definitions
Track goal progress by understanding each goal's progress bars and statuses. Goal progress bars Goal progress bars can be seen in the Goal Explore side panel and the Goals Details page. Users can ...
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Edit a Goal
How to edit a goal or key result Once you have created a goal, you can edit the details of the goal set during the creation. You can edit a goal in from the Goals Explore or Goal Details pages: ...
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Configure Custom Attribute Visibility
Configure visibility settings for custom relationships After you have created a custom relationship and associated it with at least one employee, you can configure the visibility of the custom rela...
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A List of Notifications for Goals
Goal notifications sent through email and Slack. Goal notifications are sent via email, Slack, and/or Microsoft Teams. Learn more in Manage Your Notification Preferences. Goal notifications are sen...
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Cascading Goals
Cascading goals are a way to align goals in Lattice. Employees can use cascading goals to align their personal initiatives with the entire organization's success. You can also use cascading goals t...
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Navigating Goals Using the Mobile App
Navigating to your goals Your goals can be found on the You page under Your active goals Side-scroll to view all of the active goals you own. To view the progress and details for an individual goa...
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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. Lattice provides the flexibility you need t...
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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 custo...
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Bulk Upload Ended 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 assign...