How to Use Lattice
A beginner-friendly guide to getting started with Lattice in 2026.
Getting Started: Step by Step
Create your Lattice account
Visit Lattice's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Lattice workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore performance-reviews
One of Lattice's key features is performance-reviews. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore engagement-surveys
One of Lattice's key features is engagement-surveys. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore okrs
One of Lattice's key features is okrs. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Lattice with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Lattice for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Lattice's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Lattice's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Lattice isn't the right fit, here are some similar tools:
Ready to Try Lattice?
People management platform connecting performance reviews, employee engagement surveys, goal setting, and compensation management in one integrated system.