How to Create Goals in ClickUp

Quick summary

ClickUp Goals let you create trackable objectives with assignees, due dates, and measurable targets to keep your team aligned. You can configure goal details, set access permissions, organize goals into folders, and add milestones — all from the Goals section in the sidebar.

Steps

1. From the Sidebar, click the ellipsis icon next to your workspace.
2. Select Goals from the dropdown menu.
3. Click the Set a Goal button to begin creating a new goal.
4. Enter a descriptive name for your goal, then select OK or press Enter.
5. Assign the goal to the person responsible for its completion, then click OK or press Enter.
6. Choose who has access to the goal and click OK or press Enter.
7. Set a due date for when you aim to achieve the goal, then click OK or press Enter.
8. Provide a brief description of the goal and its purpose, then click OK or press Enter.
9. Click the upward arrow icon to save or submit your goal details.
10. Optionally, rename your goal directly from the goal view.
11. Click Change color to set a preferred color for your goal.
12. Click Move to Folder to organize your goal into a specific folder.
13. Click the Archive button if you want to send the goal to the archive.
14. Click the Delete button if you want to permanently remove the goal.
15. Click Create a Target to add measurable milestones that track progress toward your goal.