Track Goals and OKRs in ClickUp

ClickUp makes it easy to set, track, and update goals and OKRs so your team can stay aligned on measurable outcomes. This guide walks you through how to create goals, add targets, connect work, and review progress using built-in features designed for goal management.

Why use ClickUp for goals and OKRs?

Managing goals in different tools or spreadsheets often leads to outdated information and unclear ownership. With everything in one workspace, you can connect goals directly to tasks and work already happening, so progress updates automatically.

• Centralize objectives, key results, and related work.
• Assign clear owners and collaborators.
• Measure progress with live data instead of manual updates.
• Share views and dashboards with stakeholders.

Using a dedicated Goals area also ensures your long-term objectives are visible alongside day-to-day tasks.

Access the Goals area in ClickUp

The Goals feature lives in the Workspace sidebar. You can create high-level goals for the whole company or more focused goals for teams, projects, or individuals.

1. Open your Workspace.
2. From the left sidebar, select Goals.
3. Choose the Space or Folder where you want to manage your goals if needed.

Depending on your plan, you can also use views, dashboards, and reporting features to display your goals alongside other work.

Create a new goal in ClickUp

Setting up a goal is the first step to tracking progress against your OKRs. Each goal can contain one or more measurable targets.

1. In the Goals area, click New Goal.
2. Enter a clear, outcome-focused name.
3. Add a description that explains the purpose and context.
4. Set an Owner who is accountable.
5. Optionally, add Collaborators who contribute to the goal.
6. Choose a Due Date that matches your planning cycle.
7. Click Save to create the goal.

Once your goal is created, you can start adding targets that represent the specific metrics you want to track.

Add targets and key results in ClickUp

Targets are the measurable pieces of a goal. In an OKR framework, these work like key results. Each target has its own progress metric and contributes to the overall goal completion.

Types of targets you can add in ClickUp

When you add a target, choose the format that best fits how you measure success.

• Number: Track metrics like revenue, signups, or tickets resolved.
• True/False: Track binary outcomes such as launching a feature or completing a migration.
• Currency: Track financial metrics such as budget spent or revenue closed.
• Task-based: Track completion of a group of tasks or specific lists.

Steps to add a target

1. Open the goal you created.
2. Click Add Target.
3. Enter a target name that describes the key result.
4. Select the Type (Number, True/False, Currency, Task-based).
5. Set the Start and End values or completion conditions.
6. Assign an Owner and optional Due Date if different from the goal.
7. Click Save to add the target.

Each target updates the goal’s percentage completed so you can quickly see how close you are to hitting your objectives.

Connect ClickUp tasks to goals

You can link tasks directly to task-based targets so that progress updates automatically as work gets completed. This keeps your goals aligned with the actual work in your Workspace.

Use task-based targets in ClickUp

1. Create or open a goal.
2. Add a target and choose Task as the type.
3. Select specific tasks, a List, or a Folder to include.
4. Choose whether progress is based on:

• The percentage of tasks completed.
• Task points or another completion metric, depending on your setup.

As tasks move to their done status, the target’s progress increases automatically, and the goal’s completion percentage updates in real time.

Best practices when linking tasks

• Group related tasks in a dedicated List or Folder before linking.
• Use consistent statuses so completion is accurately detected.
• Review linked tasks regularly to ensure they still reflect the intent of the target.

Organize and manage ClickUp goals

Once you have several goals and targets, you can organize them by teams, time periods, or strategic themes. This helps everyone understand priorities and see how their work contributes to broader outcomes.

Group goals by timeframe

• Use naming conventions like Q1 Growth or 2025 Product Launch.
• Set matching start and end dates for related goals.
• Create separate goals for annual objectives and quarterly OKRs.

Share ClickUp goals with your team

• Add collaborators to any goal so they can view and update progress.
• Use permissions to control who can edit or only view.
• Share links to specific goals in docs, chat, or meetings.

Making goals visible increases alignment and accountability across your Workspace.

Track and update OKR progress in ClickUp

Regular check-ins help keep your goals on track. You can update targets manually, rely on connected tasks, or use a combination of both.

Update targets manually

1. Open the goal you want to review.
2. Locate the target you are updating.
3. Adjust the current value for number or currency targets.
4. Toggle the status of true/false targets when complete.

Manual updates are helpful for results that live outside the platform, such as external revenue numbers or survey scores.

Review progress across multiple ClickUp goals

• Use filters to view goals by owner, due date, or status.
• Sort by progress percentage to see which OKRs need attention.
• Export or share views during planning and review meetings.

Consistent review cycles help you adjust priorities and keep your objectives aligned with current business needs.

Use ClickUp reports and dashboards for goals

You can combine goals with other Workspace data in views and dashboards for deeper insights. This makes it easier to see how projects, tasks, and sprints support strategic outcomes.

• Add widgets that display goal progress on a dashboard.
• Pair goal data with workload or time tracking widgets.
• Create custom views for leadership, product, or operations teams.

For more advanced reporting and goal workflows, you can explore additional guides and consulting support from specialized partners such as Consultevo.

Learn more about goals and OKRs in ClickUp

If you want detailed, feature-level instructions straight from the platform documentation, you can review the official guide: Use ClickUp to track goals and OKRs. It includes up-to-date information about plan availability, limitations, and new capabilities.

By creating clear goals, defining measurable targets, and connecting work directly to your objectives, you can use ClickUp as a single source of truth for your entire goal and OKR process.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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