The Tool Desk
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Create a Goal and add Targets
- In Global Navigation, select Goals. If it is not visible, click More, select Goals, and pin it if you want it to stay visible.
- On the Goals page, select + New Goal in the upper-right corner and enter the Goal details.
- Add one or more Targets: these are the measurable components that determine the Goal’s progress.
- To update a Target, open it and change its value or completion state. The Goal’s progress percentage updates automatically.
Choose a Target type based on the signal you need. A count or range suits a volume you want to increase or decrease; a True/False Target represents a binary milestone; Currency tracks a monetary value; and Task tracks completion of a ClickUp task, subtask, or List. A task attached to a Target displays a Goal badge in its task details. ClickUp’s Create a Goal guide documents these Target types and steps.
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Choose the right Target type
| Target type | Use it to track |
|---|---|
| Number | A numeric range or amount that can increase or decrease. |
| True/False | Whether a milestone is done or not done. |
| Currency | A monetary Goal that can increase or decrease. |
| Task | Completion of one task, a subtask, or an entire List. |
For example, use a Number Target for a count, True/False for a one-time yes-or-no milestone, Currency for a money measure, or Task when the work already exists in ClickUp. These types capture different kinds of progress; select the one that best represents the result you need to monitor.
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For a small set of objectives, the Goal-and-Target structure may be enough. If you need to group related Goals, create Goal Folders from the Goals page, create Goals inside a Folder, or move existing Goals into one. Folders are available on Business plans and above.
#1 Best Overall
- Easily Stay On Track & Make The Most of Your Time: ZICOTOs’ daily planner makes it easier than ever for you to stay organized, reduce stress & enjoy more free time! Arrange your schedule, priorities, to do’s and jot down plans & ideas on the daily notes section
- Smartly Plan Ahead & Boost Your Productivity: Absolutely clever & efficient! With the planner notebook you can break down your daily tasks into half-hourly focus blocks and map out priorities & follow-up duties to keep your day on track and enhance productivity
- Plenty Of Space For Efficient Planning: Stay focused & manage your time wisely! The 9.3x6.3” (inner pages) work planner & organizer notebook offers ample space for 80 days of life-changing planning with each day being spread across 2 pages - set yourself up for purposeful days
- Now Is The Best Time To Start: The daily planner is undated so you can start to add structure to your schedule and cultivate new planning habits right away! Beat procrastination, boost happiness & make each day count with the hourly planner
- Adds Beauty To Daily Planning: A gorgeous champagne pink cover, chic gold foil letters, a golden ring wire and a clean, easy-to-use layout - enjoy the gorgeous and modern minimalist design of the undated daily planner!
ClickUp also describes a separate task-based way to organize OKRs: use a dedicated Space for goals and OKRs, organize Folders around company, department, quarter, or region, and represent each objective with a task and its key results with subtasks. Relationships can connect team OKR tasks to company- or department-level OKR tasks across hierarchy locations. This structure is distinct from built-in Goals and Targets; it emphasizes task-based discussion and relationships rather than Target progress rolling up into a Goal. The two approaches can be used together. See ClickUp’s hierarchy guidance.
Share a Goal or make it private
Goals and Goal Folders are public to the Workspace by default. To change access, open the Goal or Folder, choose Sharing & Permissions, and switch off the Workspace toggle to make it private. You can invite individuals or Teams and assign permissions. A private link can be copied for people or Teams that already have access. Someone outside the Workspace must be invited and will receive an email prompting them to join.
Rank #2
- UNDATED DAILY PLANNER - The daily planner is undated, if you miss a day or you are off of work that day you don’t need to waste a page, start use this schedule planner any time.
- Work Smarter with Daily Task Management - This daily planner undated each page includes space for 5 top priorities, 9 to do list,daily schedule from 6am-8pm, notes&ideas and water intake.Break your day into hours and help you work effective.
- A5 SIZE - This undated daily organizer size of 8.5 x 5.8 inch, perfect size to fit in your bag.1 quick reference page, contact pages, important dates page, and 75sheet (150 page) daily plan & notes,8 dotted grid pages, Undated appointment planner makes it easy for you to start the planner at any time.
- SUPERIOR QUALITY - This to do list planner with 100gsm thick paper to reduce ink leakage, erase fraying and shade issues. Sturdy and flexible PP cover to protect the inner pages well. Strong metal and lay-flat twin-wire binding, Planner with inner pocket to store loose items, like tickets, cards etc and elastic closure to protect your planner.
- PERFECT FOR - This day planner features flexible structures that allow you to keep track of goals, tasks, appointments, project, works, habbits etc. Perfect for planner, organizer or academic agenda for school, work or home or makes a great gift for your family members, relatives or friends
Guests with Edit permission can edit Goals, create, archive, and edit Targets, add tasks or Lists to Targets when they can access those items, and move Goals into or out of Goal Folders. Guests cannot create or delete Goals or Goal Folders, or delete Targets. Refer to ClickUp’s sharing and permissions guide if you need to check access for a particular role.
Show Goal progress on a Dashboard
- Open or create a Dashboard and select + Add card.
- Choose Priorities, then select Goals.
- In card settings, select one or more Goals or Goal Folders. You can filter by owner and sort by name, updated date, due date, start date, or progress.
A Goals Card displays progress as a donut chart, along with the total Target count, owner, and last updated date and time. Select the Target count to open Targets, or open the card to view Goal details. Card settings also include options for the visibility of closed or archived tasks. ClickUp says Goals Cards are available on all plans, but its card documentation notes that availability and limits for card operations can vary by plan and user role; check your workspace’s options. See ClickUp’s Goals Cards guide.
Rank #3
- Easily Stay On Track & Make The Most Of Your Time: ZICOTOs’ daily planner makes it easier than ever for you to stay organized, reduce stress & enjoy more free time! Arrange your schedule, priorities, to do’s and jot down plans & ideas on the daily notes section
- Smartly Plan Ahead & Boost Your Productivity: Absolutely clever & efficient! With the planner notebook you can break down your daily tasks into half-hourly focus blocks and map out priorities & follow-up duties to keep your day on track and enhance productivity
- Plenty Of Space For Efficient Planning: Stay focused & manage your time wisely! The 9.3x6.3” (inner pages) work planner & organizer notebook offers ample space for 80 days of life-changing planning with each day being spread across 2 pages - set yourself up for purposeful days
- Now Is The Best Time To Start: The daily planner is undated so you can start to add structure to your schedule and cultivate new planning habits right away! Beat procrastination, boost happiness & make each day count with the hourly planner
- Adds Beauty To Daily Planning: A gorgeous terracotta cover, chic gold foil letters, a golden ring wire and a clean, easy-to-use layout - enjoy the gorgeous and modern design of the undated daily planner!
Plan availability and limits
ClickUp’s current Help documentation says Goals are available on every plan. Free Forever includes 100 uses; Unlimited and higher plans have unlimited access. The documentation does not explain how a use is counted or whether the limit resets, so those details cannot be assumed. Goal Folders require Business or higher. Plan limits and interface details can change; consult ClickUp’s Create a Goal guide for the latest terms.
Quick Recap
Best Value
- [START ANY MONTH] This undated monthly planner includes 12 open dated monthly layouts, allowing you to begin planning at any time of year. Each month offers a clear, spacious overview for tracking events, appointments, and goals
- [120 LINED NOTEBOOK PAGES] Designed as a planner notebook hybrid, this planner features 120 lined pages ideal for note taking, journaling, and meeting notes. A great choice for students, teachers, professionals, and anyone needing a daily planner with extra writing space
- [SNAP IN BOOKMARK] Easily keep your place with the included snap in bookmark, designed for quick navigation between monthly calendars and notes
- [YEARLY OVERVIEW] Includes full year reference calendars for 2027 and 2028 along with a dedicated yearly goals checklist to help you plan ahead, track progress, and stay focused
- [REFERENCE SECTIONS] Stay organized with dedicated pages for contacts and important dates, plus clearly listed holidays for 2027-2028 and a helpful states and capitals reference page
Rank #4
- Undated and Flexible – Start using this planner any day of the year without wasting a single page. Whether you're goal-setting in January or regrouping mid-year, it adjusts to your flow. Great for students, professionals, or anyone building routines on their own terms.
- Two-Page Daily Layout – Each day is thoughtfully spread across two pages with space to plan hourly schedules, set priorities, check off to-dos, and jot down ideas. It’s a layout that gives you room to breathe, reflect, and take action – one day at a time.
- Hourly Scheduling Made Easy – Use the dedicated time-blocking column to structure your entire day, from early meetings to evening workouts. Ideal for time-sensitive goals, appointment tracking, and productivity planning without digital distractions.
- Clean and Spacious Design – Includes clearly marked spaces for priorities, task checklists, notes, and follow-ups. The open layout keeps you visually organized so you can focus on what matters, without flipping back and forth or feeling boxed in.
- Thick Paper, Elegant Finish – Features 100gsm paper that resists bleed-through, paired with soft pinstripes and a sturdy gold spiral binding. A pleasure to write on and beautiful enough to leave out on your desk or bring on the go.
Maintain accurate progress
- Update the Target when its underlying value or completion state changes; progress is calculated from Targets.
- Use the ellipsis menu beside a Target name to rename or delete it.
- Use the Goal’s ellipsis menu and choose Change color to change its color.
- When sharing, grant only the access needed for the person’s work, especially for guests who may edit but cannot perform every Goal or Target action.
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