Did you know you can use ClickUp to track your goals? It’s a great way to stay on track to meet your goals with clear timelines, measurable targets, and automatic progress tracking with ClickUp Goals.
ClickUp Goals are high-level objectives that are made up of smaller, measurable Targets. When you complete all of the Targets, then you’ve finished your Goal.
Here are a few of my favorite ways to use ClickUp to track goals.
You can set monetary Targets for your Goals to track things such as sales and revenue targets. Update your progress towards the target to track your results.
In the left sidebar, go to the Goals page. If you don’t see Goals, you should click Show more to expand the sidebar.
Click + New Goal, then complete the Goal details.
Create Targets to break down your Goal into smaller, measurable items. There are four Target types:
You can also connect your Goals to actionable tasks. For example, you can track how many leads you converted into paying customers. Once you have managed this lead through the pipeline and they have “closed,” you can use that information to inform the goals we have created inside of ClickUp.
Team Goals will help improve your team’s productivity and hit their Targets. When you have well-defined team goals, you will never miss a deadline.
If you are working on a project, you can track the progress with Goals.
Set up a Goal.
Use the Task Target type, and create one Target for each project phase.
Add the associated list. The Target for Phase 1 would have a list of Phase 1 tasks.
Assign each Target to the person managing the project.
As these tasks are completed, your project Targets will update automatically. You will get a percentage completion chart to see your progress.
If you are working with clients and helping them achieve their goals, you will need a way to report those to them. Setting up a Goals widget on their client Dashboard is the perfect way to show your clients their goal progression.
Using ClickUp to track your goals is easy! When you track your progress in ClickUp, it makes monitoring and achieving your goals more attainable. There are only ten days left in 2022. Have you checked on your goals?
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