{"article":{"id":6325733579671,"url":"https://clickup.zendesk.com/api/v2/help_center/en-us/articles/6325733579671.json","html_url":"https://help.clickup.com/hc/en-us/articles/6325733579671-Create-a-Goal","author_id":1916963992325,"comments_disabled":false,"draft":false,"promoted":false,"position":20,"vote_sum":4,"vote_count":4,"upvote_count":4,"downvote_count":0,"section_id":32405348151319,"created_at":"2022-05-25T17:10:09Z","updated_at":"2026-10-27T18:02:44Z","name":"Create a Goal","title":"Create a Goal","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-27T18:02:44Z","user_segment_id":null,"permission_group_id":4416814155671,"content_tag_ids":[],"label_names":["ab_true","Goals"],"body":"<p>Goals are high-level objectives that are made up of smaller, measurable Targets. Complete all of the Targets to finish your Goal!</p>\n<p>For example, you can use Goals to track progress on objectives like <a href=\"https://help.clickup.com/hc/en-us/articles/6327987972119-Use-Cases-for-Goals\" target=\"_blank\" rel=\"noopener noreferrer\">OKRs, Sprints, or weekly scorecards.</a></p>\n\n<p><img src=\"https://help.clickup.com/hc/article_attachments/8764294353943\" alt=\"Screenshot of a Goal with Targets.\" width=\"420\"></p>\n<h1>What you’ll need</h1>\n<ul>\n<li>Goals are available for every <a href=\"https://clickup.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\">ClickUp plan</a>:\n<ul>\n<li>Free Forever plans have 100 uses.</li>\n<li>Unlimited or Core Plans and above have unlimited access.</li>\n</ul>\n</li>\n<li>\n<a href=\"https://help.clickup.com/hc/en-us/articles/6310022323991-Guests-overview\" target=\"_blank\" rel=\"noopener noreferrer\">Guests</a> can use Goals.</li>\n</ul>\n<h1>Access Goals</h1>\n<p>In your <a href=\"https://help.clickup.com/hc/en-us/articles/32050886697495-What-is-Global-Navigation\" target=\"_blank\" rel=\"noopener noreferrer\">Global Navigation</a>, select <strong>Goals</strong>.</p>\n<p>If you don't see Goals in your Global Navigation:</p>\n<ol>\n<li>Click <strong>More</strong>.</li>\n<li>Select <strong>Goals</strong>.</li>\n<li>To keep Goals visible in your Global Navigation, <a href=\"https://help.clickup.com/hc/en-us/articles/32050886697495-What-is-Global-Navigation\" target=\"_blank\" rel=\"noopener noreferrer\">pin</a> it.</li>\n</ol>\n\n<p><img src=\"https://help.clickup.com/hc/article_attachments/36796415879703\" alt=\"Screenshot of the More menu and Goals highlighted in the More menu.png\" width=\"420\"></p>\n<h1>Create a Goal and Targets</h1>\n<p>To create a Goal and Targets:</p>\n<ol>\n<li>In the upper-right corner of the Goals page, click <strong>+ New Goal</strong>.</li>\n<li>Complete the Goal details.</li>\n<li>Create Targets to break down your Goal into smaller, measurable items. There are four Target types:\n<ul>\n<li>\n<strong>Number:</strong> Create a range of numbers and track increases or decreases between them.</li>\n<li>\n<strong>True/False:</strong> Use a Done/Not Done checkbox to mark your Target complete.</li>\n<li>\n<strong>Currency:</strong> Set a monetary Goal and track any increases or decreases.</li>\n<li>\n<strong>Task:</strong> Track the completion of a single task, subtask, or an entire List.</li>\n</ul>\n</li>\n</ol>\n<p class=\"tip\">When a task is attached to a Target, you'll see a badge in the task's details with the name of the Goal.</p>\n<h1>Set the color of a Goal</h1>\n<p>Each Goal can have a specific color, shown as a goal's background.</p>\n<p>To update the color of a Goal:</p>\n<ul>\n<li>From the Goals page, hover over a Goal and click the <strong>ellipsis ...</strong> in the top-right.</li>\n<li>Or open a Goal and click the ellipsis <strong>...</strong> next to the Goal name.</li>\n</ul>\n<ol>\n<li>Select <strong>Change color</strong>.</li>\n<li>Pick a color.</li>\n<li>The Goal color will be updated right away.</li>\n</ol>\n<h1>Update a Target</h1>\n<p>Once you take action on a Target, click the Target name to update your progress.</p>\n<p>Depending on which type you use, your Target will have different tracking options.</p>\n<p>For example, if you're using the Currency Target type, you'll be able to enter a dollar amount to track an increase or decrease towards your Goal.</p>\n<p>Your Goal progress percentage will automatically update as you update your Targets.</p>\n<p>If you want to rename or delete a Target, click the <strong>ellipsis ...</strong> next to the Target's name.</p>\n<h1>Sharing and permissions for Goals</h1>\n<p>Set <a href=\"https://help.clickup.com/hc/en-us/articles/6325677407383-Goals-Privacy-and-Sharing\" target=\"_blank\" rel=\"noopener noreferrer\">privacy, permissions, and sharing options</a> for Goals and Goal Folders.</p>\n<h1>Create a Goal Folder</h1>\n<p>Keep your Goals organized by <a href=\"https://help.clickup.com/hc/en-us/articles/6325641220247-Create-a-Goal-Folder\" target=\"_blank\" rel=\"noopener noreferrer\">using Goal Folders</a>.</p>\n<p class=\"note\">Goal Folders are available on the Business Plan or above.</p>\n<h1>Add Goals Cards to Dashboards</h1>\n<p>See your Goals and other team metrics in one place by <a href=\"https://help.clickup.com/hc/en-us/articles/6325664888727-Add-a-Goals-Card\" target=\"_blank\" rel=\"noopener noreferrer\">adding your Goals to a Dashboard</a> with the Goals Card.</p>","user_segment_ids":[]}}