How to Create Goals in ClickUp
Here’s how to create goals in ClickUp:
- From the Sidebar, click the ellipsis icon.
- Select 'Goals'.
- Click the 'Set a Goal' button.
- Enter a descriptive name for your goal and select 'OK' or press 'ENTER'.
- Assign the goal to a specific person responsible for its completion and click 'OK' or press 'ENTER'.
- Choose and select who has access to the goal and click 'OK' or press 'ENTER'.
- Set a due date for when you aim to achieve the goal and click 'OK' or press 'ENTER'.
- Provide a brief description of the goal and its purpose and click 'OK' or press 'ENTER'.
- Click the upward arrow icon.
- You can rename your goal by clicking the 'Rename' option.
- Set your preferred color for your goal if you click the 'Change color' option.
- Move the goal to a folder by clicking 'Move to Folder'.
- You can click the 'Archive' button if you wish to send your goal to the archive.
- You may also delete your goal by clicking the 'Delete' button.
- You can start adding targets to your goal. Just click 'Create a Target'. Targets are measurable milestones that help you track progress towards achieving your goal.
- By following these steps, you can effectively create and manage goals in ClickUp, helping you and your team stay focused and achieve your objectives efficiently.