The ClickUp team has a regular weekly routine they always stick to.
They begin by setting weekly Goals, outlining what they aim to achieve that week.
Each team member identifies 4 to 5 targets they want to reach or make progress towards. These targets represent the top priorities for the week.
Throughout the week, they update their goals with the tasks they’ve worked on and any progress they’ve made.
Previously, they used a combination of Slack and Google Sheets for this purpose. But then, they had a big idea: What if they integrated goals and OKRs (Objectives and Key Results) directly into ClickUp instead of relying on other software?
This way, the company could ensure alignment across the board, from overarching company objectives to the specific key results they aim to achieve.
And the good news is, this feature is available for everyone to use!
ClickUp introduced this feature because they found there wasn’t a great tool on the market to link goals and tasks together seamlessly.
In the ClickUp version of OKRs, users can set Goals and define the Targets they need to hit to accomplish those goals.
Zeb Evans, CEO/Co-Founder of ClickUp, explained, “The only current way to track goals is either use a spreadsheet or use an entire app devoted to goals (that’s also extremely expensive and enterprise-focused). We wanted a way, not only to track traditional goals in ClickUp but also things like Sprints – where we can link tasks from different places together.”
Here’s how ClickUp Goals work: Users can list the name, description, and due dates for each goal. Then, they can specify targets and even link them to tasks. The description field allows users to provide additional context and details.
Targets in ClickUp Goals can be numerical, task completions, true/false, or currency targets. Teams can easily see who has set goals and how they plan to achieve them.
At ClickUp, they utilise goals for weekly scorecards, which outline their top initiatives for the week. This helps them stay focused and prioritise tasks effectively.
Sophia Kaminski, Customer Success Team Lead at ClickUp, shared, “Creating a weekly scorecard is by far my most effective tactic for avoiding procrastination and setting priorities. I set challenging (but realistic) expectations for myself, and break them down into smaller pieces each day to ensure every item gets done.”
Weekly scorecards often involve tasks like responding to help requests, editing website landing pages, or implementing new systems.
Goals at ClickUp are always measurable, often requiring projects to be broken down into smaller tasks to track progress effectively.
They also use goals to plan larger initiatives, such as revenue or marketing goals, and assess their impact on company objectives.
With weekly scorecards, the team knows what each member is working on and how it aligns with company goals and initiatives.
It’s crucial to link individual goals to larger objectives, ensuring that tasks contribute meaningfully to overall company objectives.
In conclusion
ClickUp Goals allow teams to align their division goals and objectives with the company’s goals, all in one place, fostering clarity and cohesion throughout the organisation.
The ability to create custom views tailored to specific needs is why Kodah finds ClickUp indispensable.
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