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You can, view, edit, and create Goals and Targets alongside other team metrics on your Dashboards using the Goals Card.

If you want to create a new Goal, you need to do that from the Goals page.

What you'll need

• Goals Cards are available on all ClickUp plans.

• Guests can see individual Goals they've been invited to view or edit.

Create a Goals card

To add a Goals card to a new or existing Dashboard:

1. Click the Dashboards icon in your sidebar and find the Dashboard you want to work with.

2. Click + Add card.

3. In the left sidebar, click Priorities.

4. Select the Goals card.

5. Choose your preferences:

   • Name your card.

   • Select the Goals or Goal Folders you want to include.

   • Choose what to Sort by: Name, Last Updated, Due date, Start date, or Progress.

   • Select which People to display.

   • Show or hide Completed items.

   • Show or hide Archived items.

6. Click Add card to add it to your Dashboard.

7. You'll be able to see your Goal's progress percentage, total number of Targets, Goal owner, and when the last update was made.

You can update your preferences at any time by clicking the Settings icon.
Note: Members and Guests who don't have access to the Goals displayed in your card will see a blank card.

Add and update Targets

To create and update Targets in the Goals card:

1. Click on a Goal to open the Goal details.

2. View the details of the Goal.

3. Make any edits you need!

Aktualisiert 14. Juni 2023 21:24