How to Replace Notion Goal Templates with ClickUp

If you are outgrowing Notion for goal setting, ClickUp gives you a structured, automated way to manage goals, OKRs, and project outcomes in one place.

This how-to guide walks you through recreating the best Notion goal templates using native tools, views, and automations so you can work faster and stay aligned.

Why Move Goals from Notion to ClickUp

Notion goal templates are flexible, but they often require manual updates and custom formulas. When your team scales, this can slow execution and cause inconsistency.

By contrast, ClickUp offers:

• Built-in goals and targets with progress tracking
• Custom fields and views tailored for OKRs, sprints, and deliverables
• Automations that update status and progress for you
• Centralized tasks, docs, and dashboards tied to the same objectives

The result is a more reliable and visible system for hitting your goals.

Prepare Your Notion Goals for ClickUp

Before you build goal systems in ClickUp, organize what you already have in Notion.

1. List your current goal pages
   • Yearly and quarterly goals
   • Personal development goals
   • Team or company OKRs
   • Project-specific outcomes
2. Capture key properties from Notion
   • Goal or objective name
   • Owner and stakeholders
   • Time frame and deadlines
   • Key results, metrics, or milestones
   • Current progress notes
3. Decide what to keep or drop

   Remove unused fields, outdated goals, and duplicate pages. This keeps your new system lean and easier to maintain in ClickUp.

Create a ClickUp Space for Goal Management

Your first step is to create a dedicated environment for goal tracking.

1. Create a Space

   Set up a new Space named something like “Goals & OKRs” or “Strategy & Planning”. This will contain all your high-level goals and supporting Lists.

2. Define key Folders
   • Company Goals
   • Team OKRs
   • Personal Goals
   • Projects & Initiatives
3. Set permissions

   Give teams access based on visibility needs. Strategy goals can be view-only for most users, while project Lists can remain fully editable.

Build a ClickUp Goal Template

Now you can mirror your Notion goal templates with a standardized goal structure.

Step 1: Create a Goal in ClickUp

1. Open your “Goals & OKRs” Space navigation.
2. Click the Goals section.
3. Select New Goal.
4. Add a clear goal name, owner, and due date.
5. Write a brief description that reflects your Notion goal page summary.

Step 2: Add Targets to Your Goal

Targets in ClickUp act like key results or sub-milestones.

1. Inside the goal, click Add Target.
2. Choose the target type:
   • Number (for metrics like revenue or conversions)
   • True/False (for binary outcomes)
   • Tasks (for completion-based goals)
   • Currency (for budget or cost goals)
3. Set the start value, end value, and owners.
4. Map each target to tasks or Lists when relevant.

Step 3: Convert a Goal into a Reusable Template

1. Open the goal that matches your ideal structure.
2. Click the options menu (three dots).
3. Choose Save as Template.
4. Name your template, for example “Quarterly OKR Template”.
5. Select which parts to save (targets, owners, descriptions).

You can now apply this template every quarter instead of rebuilding from scratch, similar to duplicating a Notion template—but with more automation.

Recreate Notion OKRs with ClickUp

Many Notion templates focus on OKRs. You can translate those structures directly.

Design an OKR List in ClickUp

1. Create a List named “Quarterly OKRs” inside your Company Goals Folder.
2. Add these core fields using Custom Fields:
   • Objective Type (Company, Team, Personal)
   • Quarter
   • Priority
   • Key Metric
   • Confidence Score
3. Create one task for each objective and link it to an overarching Goal and targets.

Link OKRs to Tasks and Projects

To ensure execution is visible, connect work directly to objectives.

1. Open a project or sprint List.
2. Add a Relationship field or use Task Links to associate tasks with specific OKR tasks.
3. Update views to group or filter by objective so teams can see which work supports which goal.

Use ClickUp Views to Replace Notion Tables

Notion often uses tables and databases to display progress. You can mirror and enhance this with different views.

• List View: Similar to a Notion table; shows goals and OKRs in rows with custom fields.
• Board View: Visualize objectives by status (Planned, In Progress, At Risk, Achieved).
• Calendar View: See deadlines for goals, milestones, and reviews.
• Dashboard: Combine widgets for goal progress, charts, and task statuses.

Set these as default views for your Space or Folder so everyone sees the same structure each time.

Automate Goal Tracking in ClickUp

One major upgrade from Notion templates is automation. Instead of manually updating every metric, you can let ClickUp handle routine actions.

Example Automations

• When a task moves to “Complete”, update the related target progress.
• When a key result reaches 100%, change the parent goal status to “Achieved”.
• Send a weekly reminder to owners to review goal progress.

To set these up:

1. Open the target List or Space.
2. Click Automations.
3. Choose a template rule or create a custom one using triggers, conditions, and actions.

Review and Iterate on Your ClickUp Goal System

Once your goals are live, schedule regular check-ins.

• Hold weekly or bi-weekly reviews in a dedicated ClickUp Doc.
• Embed links to goals, dashboards, and OKR Lists.
• Adjust targets, owners, or timelines as priorities shift.

Over time, refine your templates to remove unused fields and add those your team actually uses. This keeps your workspace fast and easy to understand.

Level Up Your Workflow Beyond ClickUp

For teams that want expert help designing systems, you can explore consulting and implementation services. A resource like Consultevo can help you architect scalable work management frameworks that fully leverage your tools.

To dive deeper into the original comparison of Notion goal templates and what you can build instead, review the full article from the source at ClickUp’s Notion goals templates guide.

By migrating your Notion templates into structured, automated workflows in ClickUp, you create a single source of truth for goals and execution—so your team always knows what matters most and how to measure success.

Need Help With ClickUp?

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

Get Help

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