How to Use Goals Cards in ClickUp

Goals cards in ClickUp give you a flexible, visual way to understand goal progress at a glance. By learning how to configure, view, and customize these cards, you can turn raw data into clear insights for your team.

This guide explains how Goals cards work, how to switch between views, and how to manage their settings so you can track outcomes efficiently.

What Are Goals Cards in ClickUp?

Goals cards are visual tiles that represent your individual goals or company objectives. Each card summarizes the most important information about a goal so you can see progress without opening every item.

On each card, you can typically see:

Goal name and owner
Target progress and current progress
Status indicators
Key dates such as due dates
Relevant context like tags or descriptions

Depending on your plan, you may have access to advanced features and additional customization options for how these cards appear.

Where to Find Goals Cards in ClickUp

You can view Goals cards from the Goals area of your Workspace. Once you navigate to the Goals section, your goals can be displayed as individual cards or in a list format.

To access your goals:

Open your Workspace.
Go to the Goals section from the main navigation.
Use the view options to display your goals as cards or a list.

Goals cards appear grouped within Folders or at the Workspace level, depending on how your organization has structured goal management.

Switch Between Goals Cards and List View in ClickUp

You can switch views to choose the layout that best fits your workflow. The cards view gives a visual dashboard, while the list view offers a more compact, table-like layout.

Change from List to Cards View

Open the Goals section.
Look for the view toggle in the upper area of the goals screen.
Select the cards layout option to display each goal as a tile.

This is especially useful when you want to focus on a smaller number of high-impact goals and see details like progress bars quickly.

Change from Cards to List View

While in the Goals section, locate the view toggle again.
Select the list layout to see goals as rows.
Use this view when you want to sort, scan, or compare several goals efficiently.

Switching between these layouts in ClickUp lets you review information in the format that best supports your planning or reporting sessions.

Key Elements of a Goals Card in ClickUp

Each Goals card includes specific components designed to summarize progress clearly. Understanding these elements helps you interpret the cards quickly.

Goal name: The title of the goal, usually clickable to open detailed information.
Progress indicator: A bar or percentage that shows current progress against the target.
Owner: The person responsible for the goal.
Due date or timeframe: When the goal should be completed.
Status or health: Visual cues that show if the goal is on track, at risk, or off track.
Associated targets: Metrics or sub-items that feed into the main goal.

Depending on your plan level, you may see more or fewer data points, as advanced plans often support richer visualization.

How to Customize Goals Cards Settings in ClickUp

Goals cards can be configured to match your reporting needs. While the exact options may vary by plan, you typically have control over which goals appear and how they are grouped.

Filter Which Goals Appear on Cards

Open the Goals section.
Use available filters such as owner, status, or timeframe.
Apply the filters to show only relevant goals as cards.

This helps you focus on specific departments, teams, or strategic categories without clutter.

Group and Organize Goals Cards

You can organize Goals cards to better reflect your planning structure.

From the Goals area, look for grouping or folder options.
Group goals by Folder, team, or another available attribute.
Reorder or adjust groups as needed for your review process.

Grouping makes it easier to run reviews at the team or initiative level, keeping related goals together in ClickUp.

Understand Plan-Based Differences for Goals Cards

Goals and their cards have different capabilities depending on your Workspace plan. Higher-tier plans usually support more goals and more flexibility.

Key plan-based aspects include:

How many goals you can create.
How many active goals can be tracked simultaneously.
Additional visualization features or advanced progress logic.

If you encounter limits or missing options, your Workspace may be on a plan with restricted features. Check your current plan or consider an upgrade if you need more powerful goal tracking.

Best Practices for Managing Goals Cards in ClickUp

To get consistent value from Goals cards, follow a few simple practices.

Keep Goal Information Up to Date

Review progress indicators regularly and ensure targets are updated.
Adjust due dates if the scope or timeline changes.
Mark goals complete when outcomes are achieved.

Accurate data ensures the card view reflects reality, so managers and stakeholders can trust what they see.

Use Clear, Actionable Goal Names

Make titles descriptive so anyone can understand the outcome.
Avoid vague or overly long names that are hard to scan.
Align names with your broader strategy or OKRs.

Clear labels make the cards more useful, especially in meetings or dashboards.

Review Cards Regularly in Team Meetings

Open the Goals cards view during weekly or monthly reviews.
Discuss goals that are off track or need support.
Capture decisions and next steps directly in the goal details.

Consistent use turns cards into a living part of your planning and execution rhythm, rather than a one-time setup.

Troubleshooting Goals Cards in ClickUp

If Goals cards are not displaying as expected, consider the following checks.

View selection: Confirm you are using the cards view instead of the list layout.
Filters: Clear or adjust filters that may be hiding certain goals.
Permissions: Ensure you have access to the Workspace or Folder where the goals are stored.
Plan limits: Verify you have not reached your plan’s goal limits.

For details on any restrictions or plan-specific functionality, the official documentation provides more depth.

Learn More About Goals Cards

To dive deeper into how Goals cards function, including the latest updates, refer to the official support article: Goals cards support guide.

If you need strategic help implementing structured goal tracking, optimization specialists at Consultevo can assist with workflow design and Workspace configuration.

By understanding how Goals cards operate in ClickUp and keeping them current, you equip your team with a clear, visual system for monitoring progress and aligning work with your most important objectives.

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