How to Create a Custom Goal Tracker in ClickUp - Goals, Targets, & Dashboards

In this video, I’ll walk you through how to set up and manage company goals in ClickUp—a simple, structured way to keep your team aligned and focused on the big picture. We’ll cover everything from creating a dedicated goals space, setting up custom fields and statuses, and building a goal vs. target hierarchy, to using templates, views, and dashboards that make your progress easy to track. By the end, you’ll have a clear framework for aligning leadership and teams around measurable company goals. Whether you’re running a startup or scaling a small business, this setup will give you clarity, accountability, and structure for tracking goals across your organization. Have questions or want help building this for your team? Drop a comment below—I’d be happy to help! Chapters: 00:00 Intro – Why startups lose sight of goals 02:14 Creating a PMO space & goals list 03:51 Adding custom fields (quarter, department) 04:31 Setting up statuses for goals 05:39 Using task types (goal vs. target) 09:32 Creating a goal template 11:43 Goal overview list 13:06 Targets list 14:44 Goal reporting dashboard 20:25 Views recap 22:09 Wrap-Up 🔗 Learn more: https://www.bijli.org 🧠 Explore more ClickUp tips: https://www.bijli.org/blog ➡️ Try ClickUp: https://try.web.clickup.com/ht5g46z1s390 🔴 Subscribe for more ClickUp & automation tips: @bijli-edu #ClickUp #ClickUpTutorial #CompanyGoals #GoalTracking #ClickUpForTeams #StartupTips #ProjectManagement #Bijli