How to use goals in ClickUp

Learn how to create a goal in ClickUp, set who can see it, and add a numeric target so you can track progress toward a clear, measurable result.

Quick answer

Open Goals from the More menu in the left rail, start a new goal, and name it. Choose who can see it, then create it. Add a target to the goal, pick the Number type, enter the value you want to reach, and confirm with OK. Progress then shows as a percentage.

Steps at a glance

  1. Open Goals from the left rail
  2. Start a new goal
  3. Type a name for the goal
  4. Choose who can see the goal
  5. Create the goal
  6. Add a target to the goal
  7. Set a numeric target value

Interactive demo

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Summary

Goals in ClickUp are high-level containers that you break down into measurable targets. Tracking a target gives you a progress percentage, so you can see how close you are to the result you set.

Step-by-step guide

  1. Step 1

    Open Goals

    Select the More icon in the left rail to open its menu. Then choose **Goals** to open the Goals page, where you create and track your goals.

  2. Step 2

    Start a new goal

    The Goals page is empty at first. Select the button under the preview to begin a new goal. A step-by-step panel opens on the left.

  3. Step 3

    Name the goal

    Type a short, outcome-focused name in the goal name field, for example Grow newsletter signups. Select OK to move to the next question, which is the optional **Owner**.

  4. Step 4

    Choose who can see the goal

    Pick **Arclet Content Workspace** to share the goal with everyone in the workspace, or **Private** to keep it to yourself. Select OK to continue. The optional **End Date** and description questions follow.

  5. Step 5

    Create the goal

    Skip the optional questions you do not need and select OK on the last one. ClickUp creates the goal and opens its page, showing 0% progress.

  6. Step 6

    Add a target to the goal

    A goal needs targets, which are specific, measurable pieces that complete the goal. Select **Create a Target** on the goal page to open the target panel, then type a name for it.

  7. Step 7

    Set a numeric target

    In the type options, choose **Number** for any count. Leave the start value at 0, enter the number you want to reach in **Target**, and select OK to save the target.

Why this matters

You have a result to hit, such as more newsletter signups, and a scattered list of tasks does not show how close you are. A goal with a numeric target turns that result into one number you can check at a glance.

Frequently asked questions

  • Can I keep a goal private?

    Yes. When the panel asks who has access, choose Private instead of the workspace option.

  • What is the difference between a goal and a target?

    A goal is the high-level container. Targets are the measurable results inside it, and completing them completes the goal.

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