How to Create Goal Folders in ClickUp

Organizing objectives in ClickUp is easier when you group related goals together. Goal Folders help you categorize goals by project, team, timeframe, or initiative so everyone knows where to find and track the right work.

This guide walks you step by step through creating, editing, and managing Goal Folders, based strictly on the official ClickUp documentation.

What are Goal Folders in ClickUp?

A Goal Folder is a container that groups multiple goals under a common theme. You can use Goal Folders to:

• Organize goals by department, client, or product line
• Separate quarterly or annual objectives
• Streamline reporting and progress tracking
• Keep personal and team goals clearly divided

Each Goal Folder can include as many goals as you need, and you can rename or manage them at any time.

Requirements to create Goal Folders in ClickUp

Before creating a Goal Folder, make sure you meet these requirements from the official platform:

• You must have access to the Goals feature in your Workspace.
• You need permission to create and manage goals for the Space or Workspace you are working in.
• You must be on a plan that supports Goals and Goal Folders as defined in the current ClickUp documentation.

If any of these options are missing, your Workspace owner or admin may need to adjust your permissions or upgrade your plan.

How to create a Goal Folder in ClickUp

Use these steps to create a new Goal Folder and start organizing your objectives.

Step 1: Open the Goals section in ClickUp

1. Log in to your Workspace.
2. From the sidebar, locate the Goals area. This is where all existing goals and Goal Folders are listed.
3. Click the Goals icon to open the Goals view.

You will see your current goals and any existing folders displayed in a list.

Step 2: Start a new Goal Folder

1. Inside the Goals view, look for an option such as + New or a folder creation button provided by ClickUp.
2. Select the option to create a Goal Folder.

The interface opens a panel or modal where you can define the main settings for your new folder.

Step 3: Name and describe your Goal Folder

Give your folder a clear, descriptive name so your team instantly understands its purpose. For example:

• Q1 Marketing Objectives
• Product Launch Roadmap
• Client Success Targets

You can also add a description to explain what type of goals belong in this folder, such as specific metrics, teams, or timeframes.

Step 4: Adjust sharing and privacy options

ClickUp lets you control who can see and manage your new Goal Folder. Depending on your Workspace settings, you may be able to:

• Make the Goal Folder visible to the entire Workspace
• Share the Goal Folder with selected teams or members
• Keep the Goal Folder private to yourself or a small group

Choose the sharing settings that match your use case. For example, organization-level OKRs might be shared widely, while team-specific targets may only be shared with that team.

Step 5: Save your new Goal Folder

1. Review the folder name, description, and sharing options.
2. Click Create or Save to add the folder to your Goals view.

After saving, your new Goal Folder appears in the list, ready for you to add goals.

How to add goals to a Goal Folder in ClickUp

Once your folder is created, you can add new or existing goals to it.

Create a new goal inside a ClickUp Goal Folder

1. Open the Goals section.
2. Select the Goal Folder you just created.
3. Click + New Goal (or the equivalent button) within that folder.
4. Enter the goal name, owner, due date, and other required details.
5. Add Targets as needed, such as numerical values, task-based metrics, or currency.
6. Click Save to finish creating the goal inside the folder.

The new goal is now grouped under the selected Goal Folder, making it easy to track along with related objectives.

Move an existing goal into a Goal Folder in ClickUp

1. Go to the Goals area.
2. Find the existing goal you want to organize.
3. Open the goal options menu (often represented by three dots or a context menu icon).
4. Select the option to Move or Add to Folder.
5. Choose the desired Goal Folder.
6. Confirm the move.

The goal now appears inside the selected folder and is removed from any previous grouping if applicable.

Manage and edit your ClickUp Goal Folders

After creating folders, you can manage them to keep your structure clear and up to date.

Rename a Goal Folder in ClickUp

1. Open the Goals view.
2. Locate the folder you want to rename.
3. Open the folder options menu.
4. Select Rename.
5. Enter the new folder name and confirm.

Use renaming when a project changes scope, dates shift, or department names are updated.

Update sharing settings for a Goal Folder

1. Open the folder options menu in the Goals view.
2. Choose Sharing or Permissions, depending on the current ClickUp interface.
3. Add or remove members, teams, or guests as needed.
4. Save your changes.

Adjusting sharing helps ensure the right people can view and edit goals without exposing sensitive information to the whole Workspace.

Delete a Goal Folder carefully

Only delete a Goal Folder when you are sure you no longer need it.

1. Open the Goals section.
2. Find the folder you plan to remove.
3. Open the folder options menu.
4. Select Delete (or Remove).
5. Confirm the deletion when prompted.

Review any warnings that appear. The ClickUp documentation explains exactly how deleting a folder affects the goals inside it, so consult the official article if you are unsure.

Best practices for organizing Goal Folders in ClickUp

Use these tips to keep your folders simple and effective:

• Align folders with strategy: Create folders that mirror major initiatives, such as company OKRs, product lines, or key clients.
• Use time-based folders: Separate goals by quarter or year, such as FY 2026 OKRs or Q3 Sales Targets.
• Limit nesting complexity: Stay with a clear, flat folder structure so goals are easy to find for every team member.
• Review folders regularly: Archive or delete old folders once initiatives are complete to keep the Goals area clean.

Sticking to a predictable structure reduces confusion and improves reporting for everyone using ClickUp.

Learn more about ClickUp Goal Folders

For the most accurate, up-to-date instructions and screenshots, always refer to the official support documentation. You can read the original article on how to create a Goal Folder here: Create a Goal Folder in ClickUp.

If you need expert help designing a scalable goal and reporting structure for your Workspace, consider working with specialists who focus on implementation and optimization. A consulting partner such as Consultevo can help you map business strategy to objectives and key results in your ClickUp setup.

By creating clear Goal Folders, assigning ownership, and keeping permissions organized, your team can turn high-level strategy into trackable, actionable goals that live directly in your daily workspace.

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