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Share Goals in ClickUp

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Share Goals in ClickUp

Sharing Goals in ClickUp lets you collaborate with your team while keeping sensitive work visible only to the right people. This guide explains how to share, unshare, and manage Goal access step by step.

Use this how-to article to control who can see and edit your Goals, Targets, Folders, and Portfolios so your workspace stays organized and secure.

Understanding Goal sharing in ClickUp

Goals in ClickUp are shareable items that support flexible permissions. Each Goal can have its own access settings, which may differ from the settings applied to the Space, Folder, or List where related tasks live.

Before sharing, it is important to know how privacy and permissions work for Goals and their related items.

Items that follow workspace privacy

Certain elements connected to a Goal always follow the privacy and sharing rules of their parent Space, Folder, or List. They cannot be made more visible than their parent location.

  • Tasks linked to a Goal
  • Task Custom Fields displayed in a Goal
  • Lists connected to a Goal

If someone does not have access to these locations, they will not see the related tasks or fields inside the Goal, even if the Goal is shared with them.

Items that have their own sharing settings

Other Goal-related items in ClickUp can be shared on their own, independent of the parent location.

  • Goals
  • Targets
  • Goal Folders
  • Goal Portfolios

Because these items can be shared independently, you can grant access to team members who do not have access to all of the Lists or tasks connected to the Goal.

How privacy for Goals works in ClickUp

Goals in ClickUp can be set to private or shared. New Goals, Goal Folders, and Portfolios may inherit default privacy rules from your workspace, but you can adjust them at any time.

Only specific people can change privacy and sharing settings. Typical roles that can manage sharing include:

  • Workspace owners and admins
  • Goal creators with edit rights
  • Members who have been granted full access to a Goal

Guests may be able to see or edit certain shared Goals depending on the permissions assigned to them.

How to share a single Goal in ClickUp

You can share an individual Goal directly with people, Teams, or guests in your ClickUp workspace.

Step-by-step: Share a Goal

  1. Open ClickUp and navigate to the Goals section in your workspace.

  2. Select the Goal you want to share so its details panel opens.

  3. In the top-right area of the Goal, locate the Share or access avatar icon.

  4. Click the sharing control to open the sharing menu.

  5. Search for and select the people, Teams, or guests you want to add.

  6. Choose the appropriate permission level for each person, such as view-only or edit access.

  7. Confirm your choices to share the Goal.

Once shared, the Goal appears for those users in their Goals view, and they can interact with it according to the permissions you selected.

Adjust permissions for an existing shared Goal

  1. Open the shared Goal in ClickUp.

  2. Click the Share or avatar icon to reopen the sharing menu.

  3. Find the user or Team whose access you want to change.

  4. Update their permission level or remove their access.

  5. Save your changes.

Users lose access to the Goal immediately if you remove them from the sharing list or downgrade their permissions.

Share Goal Folders and Portfolios in ClickUp

Goal Folders and Portfolios help you organize multiple Goals, and both can be shared with others in ClickUp. Sharing at this level can automatically grant access to all Goals inside the Folder or Portfolio.

Share a Goal Folder

  1. Open the Goals area in ClickUp.

  2. Locate the Goal Folder you want to share.

  3. Click the options menu or sharing icon for that Folder.

  4. Select Share from the menu.

  5. Add people, Teams, or guests and set permissions.

  6. Confirm to apply sharing settings to the Folder and its Goals.

Depending on your workspace configuration, new Goals created inside the Folder may automatically inherit the Folder’s sharing settings.

Share a Goal Portfolio

  1. Open the Goals view and go to the Portfolios section in ClickUp.

  2. Select the Portfolio you want to share.

  3. Click the Share icon for that Portfolio.

  4. Add the people or Teams who should see the Portfolio.

  5. Assign permission levels and confirm.

Shared Portfolios allow stakeholders to see progress across multiple Goals in a single view, making them useful for leadership and cross-functional teams.

Manage Targets and related items in ClickUp

Targets are the measurable components that make up a Goal in ClickUp. While Targets can be shared when you share the overall Goal, linked tasks and Lists always keep the privacy of their original location.

Edit access to Targets

To control access to Targets, focus on who can edit the parent Goal.

  1. Open the Goal that contains the Target.

  2. Use the Share menu to confirm who has edit permissions.

  3. Grant or remove edit access for specific users or Teams.

People with edit access to the Goal can usually modify Targets, while view-only users can see progress without changing the configuration.

What others can see in a shared Goal

When you share a Goal in ClickUp, what each user sees depends on their workspace access.

  • If they have access to a linked List or task, they see detailed task information inside the Goal.
  • If they do not have access to a linked List or task, they may see limited or no details for those items.
  • They can always see Targets and overall Goal progress if they are allowed to view the Goal.

Unshare or restrict Goal access in ClickUp

You can remove access to a Goal, Goal Folder, or Portfolio at any time to protect sensitive initiatives.

Remove a user from a Goal

  1. Open the Goal in ClickUp.

  2. Click the Share or avatar icon.

  3. Locate the user, guest, or Team you want to remove.

  4. Click the remove or delete option next to their name.

  5. Save your changes.

After removal, they will no longer see the Goal in their Goals list or Portfolios.

Make a Goal private

  1. Open the Goal you want to restrict.

  2. Open the sharing menu.

  3. Remove all users except those who must keep access.

  4. Confirm that the Goal is set to private if your workspace offers a private toggle.

Use private Goals for work that should be visible only to a small group, such as leadership or HR initiatives.

More resources for mastering ClickUp Goal sharing

To dive deeper into Goal sharing behaviors, privacy defaults, and permission edge cases, you can review the official documentation provided by the platform.

  • Official Share Goals article for complete platform-specific details.
  • Consultevo for expert consulting, implementation help, and process optimization around Goal management and workspace configuration.

By applying these steps and best practices, you can share Goals in ClickUp confidently, ensure that every stakeholder has the right level of access, and keep sensitive information protected across your workspace.

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