How to Create Goals in ClickUp
- George Apostolov
How to Create Goals in ClickUp: step-by-step guide
From the Sidebar, click the ellipsis icon.
Select 'Goals'.
Click the 'Set a Goal' button.
Enter a descriptive name for your goal and select 'OK' or press 'ENTER'.
Assign the goal to a specific person responsible for its completion and click 'OK' or press 'ENTER'.
Choose and select who has access to the goal and click 'OK' or press 'ENTER'.
Set a due date for when you aim to achieve the goal and click 'OK' or press 'ENTER'.
Provide a brief description of the goal and its purpose and click 'OK' or press 'ENTER'.
Click the upward arrow icon.
You can rename your goal.
Set your preferred color for your goal if you click the 'Change color' option.
Move the goal to a folder by clicking 'Move to Folder'.
You can click the 'Archive' button if you wish to send your goal to archive.
You may also delete your goal by clicking the 'Delete' button.
You can start adding targets to your goal. Just click 'Create a Target'. Targets are measurable milestones that help you track progress towards achieving your goal.
By following these steps, you can effectively create and manage goals in ClickUp, helping you and your team stay focused and achieve your objectives efficiently.
Quick answer: To create goals in ClickUp, click the ellipsis icon in the Sidebar, select Goals, and click Set a Goal. Enter the goal name, assign a responsible person, choose access permissions, set a due date, add a description, and click the upward arrow icon. You can also manage targets, colors, folders, archive, or delete.
About this ClickUp tutorial
Establish and manage trackable objectives in ClickUp by setting names, assignees, access, due dates, descriptions, and measurable targets. This guide shows how to create Goals in ClickUp in 16 steps, starting with "From the Sidebar, click the ellipsis icon" and finishing with "By following these steps, you can effectively create and manage goals in ClickUp, helpi...". The interactive demo above is a click-through copy of the real ClickUp interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create Goals in ClickUp?
16 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your ClickUp data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under ClickUp. Related guides: How to Create Reports in ClickUp, How to Create Subtask in Clickup and How to Create Templates in ClickUp. Last reviewed 05 Oct 2026.
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