Use ClickUp views for goals

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Use ClickUp views for goals and OKRs

ClickUp lets you turn everyday work into measurable outcomes by connecting tasks, Lists, and views directly to your goals and OKRs. This guide shows how to structure work, choose the right views, and track progress using built-in features.

By linking your tasks to clear targets, you create a single source of truth for planning, execution, and reporting across teams and timeframes.

Plan goal structures in ClickUp

Before building views, start by thinking about how your organization sets goals and OKRs. ClickUp can mirror that structure at the Workspace, Space, Folder, and List level.

Use these planning steps to decide how to organize your OKRs:

  • Identify whether you plan by department, product, client, or initiative.
  • Decide which level should hold your main objective Lists.
  • Define how often you review goals, such as quarterly or annually.
  • Clarify what success metrics you will track for each objective.

Once this is clear, you can design ClickUp views that show the right tasks and data for each role and level in your organization.

Structure tasks for goals and OKRs in ClickUp

The quality of your ClickUp views depends on how your tasks are organized. Follow these guidelines so views show accurate, meaningful progress.

Choose a location for OKR Lists in ClickUp

Decide where to place the Lists that represent goals, objectives, or key results.

  • Workspace-level: Good for company-wide strategic OKRs.
  • Space-level: Ideal for department or team goals.
  • Folder-level: Useful when multiple projects share the same objective.
  • List-level: Best for a specific goal or OKR set, such as a quarterly target.

Each List can represent one objective, a group of OKRs, or a theme like “Q3 Product Launch” with several related targets.

Define custom fields and statuses for ClickUp goals

Custom fields and statuses let you track OKR metadata and progress in ClickUp views.

Common OKR custom fields include:

  • Goal Type: Objective, Key Result, Initiative.
  • Timeframe: Q1, Q2, Annual, or custom periods.
  • Owner: Individual, team, or department responsible.
  • Target Metric: Numeric target such as revenue or count.
  • Current Value: Live performance metric to compare against target.

Set statuses that reflect the lifecycle of goal work, such as:

  • Not Started
  • In Progress
  • At Risk
  • On Track
  • Completed

These fields and statuses power filters, groups, and calculations in your ClickUp views.

Use List views in ClickUp for OKRs

List view is often the foundation for goal and OKR management because it gives a spreadsheet-style overview of tasks and custom fields.

Build a goal-tracking List view in ClickUp

To create a focused goal List view:

  1. Open the Space, Folder, or List that holds your OKR tasks.
  2. Add or switch to List view.
  3. Show essential columns such as Status, Assignee, Goal Type, Timeframe, Target Metric, and Current Value.
  4. Sort by Timeframe or Owner to group responsibilities logically.
  5. Save the layout so your team always sees the same goal-focused configuration.

This view gives leaders and contributors a quick understanding of the current state of every objective and key result.

Filter ClickUp List views for different audiences

You can create multiple List views in ClickUp, each tailored to a specific audience.

  • Leadership view: Filter by Timeframe and Status to show only active objectives and summarize outcomes.
  • Team view: Filter by Assignee or department to show only relevant OKRs.
  • Quarterly review view: Filter by Timeframe for a specific quarter to prepare performance reviews.

Save each filtered view with a clear name like “Leadership OKR Summary” or “Marketing Q2 Goals” so teams can access them quickly.

Use Task views in ClickUp to execute goals

Once high-level goals are set, task-focused views in ClickUp help teams execute daily work that aligns with those goals.

Configure task-focused views in ClickUp

At the Space, Folder, or List level, you can add multiple views designed just for execution. Consider setting up:

  • Board view: Group by Status or Goal Type to visualize workflow and goal category.
  • Table view: Show detailed custom fields for metrics and targets while maintaining a compact layout.
  • Calendar view: Plan due dates and milestones to align with OKR timeframes.

Each view filters out noise so teams focus only on work that contributes to specific objectives.

Connect everyday tasks to ClickUp goals

Map routine tasks to OKRs under the same List or through relationships and tags. Include fields such as:

  • Related Objective or Initiative.
  • Impact Level (High, Medium, Low).
  • Priority for the quarter.

Task assignees can see how their work moves a metric or key result, and managers can review execution progress through the same ClickUp views used for planning.

Build ClickUp Dashboards for OKR reporting

Dashboards give a high-level summary of performance across multiple Lists, making them essential for OKR reviews and stakeholder updates in ClickUp.

Set up a ClickUp OKR Dashboard

To create a reporting hub:

  1. Create a new Dashboard in your Workspace.
  2. Select widgets that show progress, such as tasks by status or custom field charts.
  3. Connect relevant Spaces, Folders, or Lists that store your goals and initiatives.
  4. Filter by Timeframe or Goal Type to focus the view.
  5. Share the Dashboard with leaders and teams who need visibility.

This setup lets you track both completion and performance metrics at a glance.

Use Dashboard widgets for goal insights in ClickUp

Popular widgets for OKRs include:

  • Tasks by Status: See how many key results or initiatives are On Track, At Risk, or Completed.
  • Custom Field Charts: Visualize metrics like revenue, users, or completion percentages.
  • Timeframe filters: Switch between quarters or annual goals to support reporting cycles.

Dashboards consolidate data from multiple views, making ClickUp an effective single source of truth for both tactical and strategic decision-making.

Best practices for ClickUp views and OKRs

To keep your setup effective as you scale, follow these best practices.

  • Standardize naming: Use consistent naming for Lists and views, such as “Q1 2026 OKRs” or “Sales Objectives”.
  • Limit view clutter: Only create views that have a clear purpose and audience.
  • Review regularly: Schedule recurring reviews to update statuses, metrics, and custom fields.
  • Align permissions: Control who can edit goal views versus who can only view them.

These practices help keep your ClickUp workspace clean and make reports easier to understand across teams.

Learn more and extend your ClickUp setup

If you want to go deeper into how views work for goals and OKRs, you can read the official guide on the ClickUp Help Center at Use views for goals and OKRs.

For additional consulting, implementation, and optimization strategies, you can explore resources and services at Consultevo to refine your workspace structure and reporting.

By combining clear structures, focused views, and robust reporting, ClickUp can power a complete system for planning, executing, and tracking goals and OKRs across your organization.

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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