If you’re wondering how it works and what information you need to enter, read on for a quick overview.
How to Set a Goal in ClickUp
To get started, go to the Goals tab in the sidebar and click New Goal in the top-right corner of the screen. From there, ClickUp will walk you through a series of steps where you:
Name your goal. Assign owners. Determine who has access. Set a deadline. Give it a description.
Your description will appear at the top of your goal page, so make it something short, sweet, and motivating. It’s almost like a mission statement or an elevator pitch to outline your goal’s purpose. Once you leave this window, a goal card will appear. Click into it to set some targets.
What Are Goal Targets in ClickUp?
Targets are the objectives of your goal. Much like you can break a project up into tasks, you can break a goal into targets. Each target is measurable, and ClickUp gives you four ways to do so under Target Type:
Number—giving it a number. True or false—completed or not. Currency—revenue earned. Tasks—assignments completed.
For this, you want to pick the most meaningful way to measure your progress. Ask yourself how you will know when your objective is a success. If you’re unsure, take some time to create a SMART goal plan.
How to Update Your Goals Progress in ClickUp
As you work toward your goal, you can update your targets in ClickUp by selecting them in the goal menu. Depending on its Target Type, a popup will prompt you to enter a number or mark the goal complete.
If your target uses tasks to measure progress, ClickUp automatically updates your progress as you mark the linked ones complete. As you update your targets, the progress wheel for your overall goal fills up, too. Once it’s you fill it completely, you can celebrate your achievement.
Stay Motivated With Goals in ClickUp
Thanks to ClickUp’s Goals tool, you can start tracking your targets in minutes. The software really does a lot of the work for you, other than the specifics. Now that you know how it works and what information you need, you can map out your specifics and get going.
