Create Goals in ClickUp

Goals in ClickUp help you track high-level outcomes for your team so you can connect daily work to measurable results. This guide walks you through how to create, edit, and manage Goals and Targets, plus how to control sharing and privacy.

Goals are available on all plans, but specific features such as Goal Folders, private Goals, and certain Target types may depend on your workspace plan and permissions.

What are Goals in ClickUp?

A Goal represents a measurable outcome you want to achieve over a defined time period. Each Goal contains one or more Targets that track the actual progress. As Targets move toward completion, the overall Goal percentage updates automatically.

You can use Goals in ClickUp to align company objectives, team OKRs, and personal milestones in one place.

Before you create a Goal in ClickUp

Before setting up your first Goal, review a few important details:

• Plan and permissions: Some Goal features require specific plans or admin-controlled permissions.
• Workspace members: People must be members of your workspace to be assigned as Goal owners or contributors.
• Timeframe: Decide start and due dates so everyone knows when the Goal should be completed.
• Target types: Choose the right Target type, such as number-based or task-based, to match how you measure success.

How to create a Goal in ClickUp

Use the following steps to create a new Goal and configure its details.

Step 1: Open the Goals section in ClickUp

1. Open your workspace.
2. From the left sidebar, click the Goals icon or locate Goals under the relevant area of your interface.
3. If Goal Folders are enabled on your plan, choose an existing Folder or create a new one to organize your Goals.

Step 2: Start a new Goal

1. In the Goals view, click New Goal or a similar button for creating a Goal.
2. A panel or modal opens with fields to define your Goal.

Step 3: Add basic Goal details in ClickUp

Fill out the key details to describe and configure your Goal:

• Goal name: Use a clear, action-oriented title so everyone understands what you want to achieve.
• Description: Optionally, add context, constraints, or notes to explain why the Goal matters.
• Owner: Choose the primary person responsible for the Goal.
• Collaborators: Add other members who can view or contribute to the Goal.
• Timeframe: Set a start date and due date so the Goal can be tracked across a specific period.
• Location: If available, select a Goal Folder or space where this Goal should live.

Step 4: Choose privacy and sharing options

Goals in ClickUp can be public or private depending on your plan and permission settings:

• Public Goals: Visible to everyone with access to the workspace area or Folder.
• Private Goals: Restricted to selected members, such as specific teams, departments, or individuals.

Adjust the privacy controls to ensure only the right people can see or edit the Goal.

Add Targets to a Goal in ClickUp

Targets define how progress is measured. You can add multiple Targets to the same Goal to track related metrics.

Target types available in ClickUp

Depending on your plan, you may have access to several types of Targets:

• Number Targets: Track any numeric metric such as revenue, leads, or hours. Set a starting value and an end value.
• True/False Targets: Ideal for binary outcomes, like finishing a launch or publishing a report.
• Task Targets: Connect progress to the status of tasks or lists.
• Currency Targets: Track monetary values using supported currencies, if enabled on your plan.

Step 1: Create a Target for your Goal

1. Open the Goal you just created.
2. Click Add Target.
3. Enter a Target name that clearly explains what is being measured.
4. Select a Target type such as Number, True/False, Task, or Currency.

Step 2: Configure Target settings in ClickUp

Each Target type has its own configuration options:

• Number or Currency:
  • Set a starting value.
  • Set an ending value that represents completion.
  • Optionally set the current value if you already have progress.
• True/False:
  • Mark the Target as complete when the milestone is achieved.
• Task:
  • Choose specific tasks, lists, or folders whose completion will count toward progress.
  • Define which task statuses are treated as complete.

Once configured, click Save to add the Target to your Goal.

Track and update Goal progress in ClickUp

After you create Goals and Targets, you can track progress over time.

• Automatic updates: Task-based Targets update as task statuses change.
• Manual updates: For number or currency Targets, update values directly from the Goal view.
• Overall percentage: The Goal’s progress percentage is calculated from the combined progress of its Targets.

You can open any Goal to see Target details, recent activity, and how close you are to completion.

Edit or delete Goals in ClickUp

You can modify a Goal at any time to reflect changes in strategy or scope.

Edit an existing Goal

1. Navigate to the Goals area.
2. Select the Goal you want to edit.
3. Click the settings or more options menu.
4. Update the name, description, owner, collaborators, privacy, or timeframe.
5. Save your changes.

Edit or remove Targets in ClickUp

1. Open the relevant Goal.
2. Locate the Target you want to change.
3. Use the options menu to edit the Target settings or remove the Target entirely.
4. Confirm any deletions if prompted.

Delete a Goal

1. Open the Goal from the Goals view.
2. Open the options menu.
3. Select Delete and confirm.

Deleting a Goal is permanent, so ensure you no longer need its Targets or history before confirming.

Best practices for Goals in ClickUp

Use these recommendations to make your Goals more effective:

• Align Goals with broader company objectives or OKRs.
• Use clear, measurable Targets for every Goal.
• Assign a single Goal owner for accountability.
• Review progress regularly, such as weekly or at the end of each sprint.
• Archive or close Goals that are finished to keep your workspace tidy.

Learn more about Goals in ClickUp

To explore goal-setting strategy, implementation, and workspace optimization beyond the core product documentation, you can find expert consulting resources at Consultevo.

For the original product instructions and the latest feature details, always review the official documentation on how to create a Goal in the app.

By following these steps, you can set up clear, measurable Goals in ClickUp, link them to real work, and keep your whole team aligned on what matters most.

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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