Goals: Privacy and sharing

  • Updated
Set permissions for and share your Goals! Choose who can see your Goals and their individual permissions.
 

What you'll need

  • Workspaces on the Free Forever Plan can use Goals 100 times.
  • Workspaces on the Unlimited Plan and above have unlimited access to Goals.
  • Workspaces on the Business Plan and above can use Goal Folders.
  • You can share Goals with:
    • Everyone in the Workspace, excluding guests.
    • Specific people and Teams, including guests.
  • Everyone, including guests, can use Goals.
 

Make a Goal private

By default, Goals and Goal Folders are public to your entire Workspace.
 
To make a Goal or Goal Folder private:
  1. Click Goals in your left Sidebar.
  2. Open a Goal or Goal Folder.
  3. In the upper-right corner, click Sharing & Permissions.
  4. Flip the toggle next to the name of your Workspace off.

Share a Goal with individual users or Teams

To share with individual users or Teams:
  1. In your left Sidebar, click Goals.
  2. Open a Goal or Goal Folder.
  3. In the upper-right corner, click Sharing & Permissions.
    • Tip: Copy the Private link to share your Goal or Goal Folder with individual users who already have proper permissions.
  4. Type the name of the person or Team you want to share the Goal or Goal Folder with.
    • Note: Goals and Goal Folders can only be shared with Teams on the Business Plus Plan and above.
  5. Edit their permissions by clicking the dropdown to the right of their name.
  6. Click the Share toggle to the right of their name.
 

Share a Goal with people outside ClickUp

To share your Goal with people who aren't in your Workspace:
  1. In your left Sidebar, click Goals.
  2. Open a Goal or Goal Folder.
  3. In the upper-right corner, click Sharing & Permissions.
  4. Enter the email address of the person you'd like to invite and press Enter.
  5. Choose to invite them as a Guest or Member using the user role dropdown on the left.
  6. Set their permissions using the permissions dropdown on the right.
    Screenshot highlighting the 'user role' and 'permissions' dropdown menus when sharing a Dashboard with someone outside your Workspace.
  7. Click Invite.
  8. The user will receive an email prompting them to join your Workspace.
 

Guest permissions

Guests with Edit permissions can:
  • Edit Goals.
  • Create, archive, and edit Targets.
  • Add tasks and Lists to a Target.
    • Note: Guests can only add tasks and Lists if they have access to them.
  • Move Goals into and out of Goal Folders.
Guests can't:
  • Create or delete Goals.
  • Create or delete Goal Folders.
  • Delete Targets.

Was this article helpful?