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ClickUp Quick-Start Guide

Ready to be more productive? Here's the need-to-know information to get going right away.

Goals

Plan, manage, and track - anything you can imagine! Link tasks and Lists into one central source of truth. 

What can Goals be used for? 

  • OKRs
  • Sprints
  • Weekly scorecards
  • Virtually anything that you want to track from a high-level

Goals vs Targets

Goals are high-level containers that should be broken down into smaller Targets

Targets are measurable results, that, when completed, will also complete the Goal

How to create a Goal

How to create a Goal
  • Go to the Goals page
  • Click 'New Goal' and follow the steps
  • Create Targets

Target types

  • Number: Track increases or decreases between any range of numbers. 
  • True/False: True or false Targets are simply done or not done.
  • Currency: Track your money with this Target type.
  • Tasks: Automatically tracks the completion of tasks and/or Lists. Use this if your Target is to complete a group of tasks. 

How do I know when Tasks are part of Goals? 

When viewing a Task, you'll see this to indicate a Task has been attached to a Target: 

When viewing a Task
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