How to Track Goals, OKRs, and KPIs in ClickUp

-------------------------

Tracking OKRs, KPIs, or Goals is extremely important to keep your business moving forward.

But how can you track all of this in ClickUp? And tie it to the actual work that's happening?

In this video, I'll be walking you through the best structure to track goals, KPIs, and OKRs in ClickUp.

Here's what's included:

0:00 - Introduction
0:24 - Should you use the native goal feature?
1:35 - Creating a goal tracker in ClickUp
5:23 - Documenting your vision
7:04 - Adding goals to ClickUp
10:46 - Custom fields you need
12:15 - Tracking goal progress
14:15 - Linking tasks to your goals
16:15 - Views in your goal tracker
19:05 - Conclusion

🚨 Your discount code: youtube30🚨

--------------------------------

📚FREE RESOURCES 📚

--------------------------------

⚠ Disclaimer: The videos on our YouTube channel are for informational purposes only and are not intended as an endorsement for any of the products or services that we feature.

#clickup #clickuptutorial #agencylife #projectmanagement

[jordanringo]

How do you get the doc to show up on each of the goals whenever you open them up? Also, is there a way to create the updates for progress as a template that auto-populates each week?

[chikoblues]

Thanks for this video! Very useful.
I have a big doubt about how you explain what an Objective is with your template. For example, you define an Objective as "110+ FTAs" and then within this objective you talk about using the S.M.A.R.T. methodology to correctly define the Objectives, but nowhere do I see how you defined the visualization of the Key Results and how the KPIs would look to make a weekly measurement and review. I only see subtasks like "40FTss", "50FTAs"... which would be like a weekly review of whether a KPI is being met or not.

I hope you can help me, since I think the way you put together this template is great.

[ghifariyoga]

can u show us how to set the goal dashboard ? thank u

[ESTEBAN]

Thanks for this video, it's really helpful! When you link tasks to a goal, the goal progress bar will update as the linked tasks are marked as complete?

[thierrybechard]

Great video. Very useful. Thank you.
I've tweaked mine based on yours. We also run on EOS. Don't like the automatic goals progress. Does work for me, so I used manual instead. I also had all kinds of fancy custom statuses that complicated things when moving a task from a list to another (e.g. adding a off-track rock to the issues list). Now I use a custom field for statuses and only have To Do and Completed as built-in status.
I also have 1-year Plan as a list in OKR format. The KRs are subtasks of the O, and the KRs can be Quarterly objectives. i.e. I create the same KR in the Rocks list and link the 2 via a relationship field.