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, 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:
- Click Goals in your left Sidebar.
- Open a Goal or Goal Folder.
- In the upper-right corner, click Sharing & Permissions.
- 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:
- In your left Sidebar, click Goals.
- Open a Goal or Goal Folder.
- 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.
- 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.
- Edit their permissions by clicking the dropdown to the right of their name.
- 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:
- In your left Sidebar, click Goals.
- Open a Goal or Goal Folder.
- In the upper-right corner, click Sharing & Permissions.
- Enter the email address of the person you'd like to invite and press
Enter
. - Choose to invite them as a Guest or Member using the user role dropdown on the left.
- Set their permissions using the permissions dropdown on the right.
- Click Invite.
- 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.
Updated