On your home page, bring your curser over to the icons on the right hand side of the home bar. The second icon, shaped like the trophy, is the "Goals" button. Click it!
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Clicking on "Goals" will bring you here. This is what you will see if you have no goals set for yourself or your team. Click "Set a Goal!"
ClickUp will take you through a list of basic options to help you create that goal. Name your goal, assign the goal, assign access, and set a due date.
You can, after setting that initial goal, set target for achieving that goal. Click "Create Target" to get started!
ClickUp will take you through the following options to name the target, assign it, and define it!
You've now set your first goal in ClickUp!
Create Goals: Step 1: On your home page, bring your curser over to the icons on the right hand side of the home bar. The second icon, shaped like the trophy, is the "Goals" button. Click it! Step 2: Clicking on "Goals" will bring users to a window prompting their creation. This is what you will see if you have no goals set for yourself or your team. Click "Set a Goal!" Step 3: ClickUp will take the user through a list of basic options to help you create that goal. Name your goal, assign the goal, assign access, and set a due date. Step 4: You can, after setting that initial goal, set target for achieving that goal. Click "Create Target" to get started! ClickUp will take you through the following options to name the target, assign it, and define it!
Name the target
Give the target an owner from your team
Define the type of target this is. It can be numerical, currency, a task, or a true/false target.