ClickUp to Manage Goals, OKRs, or Rocks (EASILY)

Want to organize your Goals in ClickUp? In this video, I'll show you a task-based alternative to the clunky #Goals feature built-into ClickUp's sidebar.

In this tutorial, I'll show you how to use Tasks to organize your EOS Quarterly Rocks, OKRs, or Quarterly Plan inside ClickUp using Nested Subtasks and (optionally) Relationship Custom Fields.

This ClickUp Folder template is also available in our ClickUp online course + membership, ClickingUp, if you'd like to grab it!

00:00 - Introduction
00:10 - The ClickUp Goals Feature
00:22 - Our task-based method for tracking OKRs and Goals inside of ClickUp
00:32 - What are OKRs?
01:20 - How OKRs line up with ClickUp's Hierarchy
03:21 - What to do if you have a larger team or BIG objectives
03:45 - Relationship Custom Fields explained
05:36 - Make sure you have the "Nested Subtask" ClickApp turned ON!
06:19 - Check out our video on Personal Productivity in ClickUp for a deeper dive into setting personal goals and tasks inside ClickUp


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