How to set and track your goals in ClickUp

The Goals tool in ClickUp helps you map out your goals and create goals that you can track. Here’s how to use it.

When it comes to setting goals at work, there are those who love it and those who drag their feet. Whichever side you’re on, ClickUp’s targeting tool makes mapping and tracking them a doddle. You are in, you are out and everyone is happy. Plus, you don’t need any other software if you already use it to manage projects.

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 Goals tab in the sidebar and click new goal in the upper right corner of the screen. From there, ClickUp will guide you through a series of steps in which you:

  1. Name your target.
  2. Assign owners.
  3. Determine who has access.
  4. Set a deadline.
  5. Give it a description.

Your description will appear at the top of your goal page, so keep it short, sweet, and motivating. It’s almost like a mission statement or an elevator pitch to outline the purpose of your goal. Once you exit this window, an objective card will appear. Click on it to set some goals.

What are the objectives in ClickUp?

Objectives are your goal targets. Just like you can break a project into tasks, you can break a goal down into objectives. Each goal is measurable and ClickUp offers you four ways to do it in lens type:

  • Number‘Giving him a number.
  • True or false—completed or not.
  • Badge—Revenue earned.
  • Chores—tasks completed.

For this, you want to choose the most meaningful way to measure your progress. Ask yourself how you will know when your goal is a success. If you’re not sure, take some time to create a SMART goal plan.

How to update your goals progress in ClickUp

As you work towards your goal, you can update your goals in ClickUp by selecting them from the goals menu. depending on your lens typea pop-up window will ask you to enter a number or mark the goal as complete.

If your goal uses tasks to measure progress, ClickUp automatically updates your progress as you mark the linked ones complete. As you update your goals, your overall goal progress wheel also fills up. Once you fill it completely, you can celebrate your achievement.

Stay motivated with goals in ClickUp

Thanks to ClickUp’s goal tool, you can start tracking your goals in minutes. The software actually does a lot of the work for you, aside from the details. Now that you know how it works and what information it needs, you can map out your specs and get going.

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