How to Write EOS SMART Rocks in ClickUp

ClickUp makes it much easier to turn strategic goals into clear, trackable EOS Rocks that your leadership team can actually complete every quarter. This how-to guide walks you through writing SMART Rocks, organizing them, and managing progress step by step.

What Are EOS Rocks and Why Use ClickUp?

In the Entrepreneurial Operating System (EOS), Rocks are the three to seven most important priorities a team commits to achieving in a 90-day quarter. They keep everyone focused on the work that truly moves the business forward.

Using ClickUp to manage your Rocks gives you:

• A single place to store and track every Rock
• Clear owners, deadlines, and status updates
• Visibility for the entire leadership team
• Easy alignment across teams and departments

Instead of scattered documents or sticky notes, you can rely on a structured workspace that supports EOS practices from planning through execution.

Step 1: Prepare Your EOS Rock Planning in ClickUp

Before you start writing SMART Rocks, set up a simple structure in ClickUp so every quarter stays organized.

Create a Space or Folder for EOS in ClickUp

Begin by creating a dedicated Space or Folder named something like “EOS” or “EOS Rocks”. This becomes the central hub for your leadership planning.

Within that Space, you can create separate Folders or Lists for:

• Company Rocks
• Department Rocks
• Personal or leadership Rocks
• Issues and To-Dos from your Level 10 Meetings

Set Up Lists for Each Quarter

In ClickUp, create a List for the current quarter, such as “Q1 2026 Rocks”. Repeat this structure every quarter so you can easily review past performance and trends.

Each List will store the Rock tasks, supporting tasks, and any related notes you need for that 90-day period.

Step 2: Turn EOS Rocks Into SMART Goals

The EOS framework recommends that every Rock is both meaningful and realistic. To make that happen, you should write each Rock as a SMART goal.

SMART stands for:

• Specific – Clear and unambiguous
• Measurable – Tied to numbers or outcomes
• Achievable – Realistic in one quarter
• Relevant – Connected to long-term vision
• Time-bound – Has a clear deadline

Use a SMART Rock Template in ClickUp

Open your quarterly Rocks List in ClickUp and create a new task for each Rock. Use a consistent naming format that makes the outcome obvious, such as:

• “Increase qualified leads by 25% by June 30”
• “Launch new onboarding process for all sales hires by March 31”

Inside the task description, add a simple SMART template like:

• Specific: What exactly will be completed?
• Measurable: What metric or evidence proves it is done?
• Achievable: Why is this realistic in 90 days?
• Relevant: How does this support our annual goals?
• Time-bound: What is the exact due date?

You can save this description layout as a task template in ClickUp so every new Rock starts with the same structure.

Write Strong EOS SMART Rocks

As you fill in each section, make sure your Rocks match these guidelines:

• Focus on outcomes, not activity
• Use numbers wherever possible (revenue, users, conversion rate, timelines)
• Limit each person to three to seven Rocks
• Confirm each Rock truly fits into a single quarter

For more examples and deeper guidance on writing SMART Rocks, review the original article on the ClickUp blog: How to Write EOS SMART Rocks With Examples.

Step 3: Organize Ownership and Due Dates in ClickUp

Every EOS Rock must have a clear owner and deadline. ClickUp fields and assignments make this easy to see at a glance.

Assign Rock Owners

Open each Rock task and set:

• Assignee: The single person ultimately responsible
• Watchers: Stakeholders who need updates

If multiple people help with the work, create subtasks for contributors, but keep one primary owner for accountability.

Set Due Dates and Milestones

In ClickUp, set the due date for each Rock to match the end of the quarter or the exact target completion date. For big Rocks, create milestones or subtasks, such as:

• Research and select tools
• Run pilot program
• Roll out to full team
• Measure and document impact

Each subtask can have its own due date and assignee to keep momentum throughout the quarter.

Step 4: Track Progress on EOS Rocks in ClickUp

Once your Rocks are defined, use ClickUp views and fields to monitor progress and keep status transparent.

Use Custom Fields for EOS Status

Create a custom dropdown field in ClickUp called “Rock Status” with options like:

• On Track
• Off Track
• Done

Update this field during weekly leadership meetings so everyone sees a consistent picture of where each Rock stands.

Build Dashboards for Leadership Reviews

In ClickUp, create a Dashboard that displays:

• All Company Rocks with owners and status
• Charts for Rocks by department
• Lists of Rocks that are Off Track

This makes your quarterly review and Level 10 Meetings more efficient, because you can quickly spot which commitments need attention.

Step 5: Run EOS Level 10 Meetings With ClickUp

Your weekly Level 10 Meetings should review Rocks, solve issues, and align priorities. ClickUp can host all of this in one place.

Create a Level 10 Meeting List in ClickUp

Set up a List dedicated to your Level 10 agendas. Include repeating tasks for:

• Segue and good news
• Scorecard review
• Rock review
• Customer and employee headlines
• To-Do review
• Identify, Discuss, Solve (IDS)
• Wrap-up and rating

Link directly to your quarterly Rocks List from the meeting task description so you can quickly scan each Rock’s status.

Log Issues and To-Dos Against Rocks

When Rocks are Off Track, create linked tasks in ClickUp for the specific issues blocking progress. Use comments and attachments to store context, decisions, and next steps.

After you solve an issue, convert the solution into a To-Do with a clear owner and deadline. This keeps your Rocks moving forward between meetings.

Step 6: Review and Reset EOS Rocks Quarterly

At the end of each quarter, use your ClickUp data to evaluate performance and set stronger Rocks for the next cycle.

Run a Quarterly Rock Retrospective

Filter your Rocks List to see which tasks are Done, On Track, or Off Track. Discuss as a team:

• Which Rocks were completed and why
• Which missed and what blocked them
• What patterns you see across teams

Capture insights in a retrospective task or document stored in your EOS Space so you can improve your Rock-writing and execution next quarter.

Clone Your ClickUp Rock Structure for the New Quarter

To start the next quarter, duplicate your Rocks List or use your saved Rock task templates in ClickUp. This ensures every new quarter:

• Uses the same SMART format
• Has consistent custom fields and views
• Keeps all historical data for future reference

Improve Your EOS System Beyond ClickUp

While ClickUp handles the day-to-day management of Rocks, you may also want expert help refining your EOS implementation, KPIs, and data strategy.

For additional guidance on systems, dashboards, and automation, consider working with consultants who specialize in optimizing business operations. One option is Consultevo, which focuses on building scalable, data-driven workflows.

By combining the structure of EOS with the flexibility of ClickUp, your leadership team can focus on the few critical priorities that actually drive long-term growth.