Resources/ Shop/ClickUp Goals OKRs Template

Setup and Track Your Goals/OKRs - ClickUp

Don’t miss a goal as an individual or as a team using our ClickUp template for Setting Up Goals & OKRs!

This template comes with:

1) Custom fields for OKRS
2) Views per department
3) Example Goals for various business departments
4) Roll-up Automation using Make.com to Average the Goals Score from Sub-tasks custom field to the parent field
5) Automatically changes the Goal Tracking field to show On Target or Off Track based on the Score
6) OKRS Tutorial on utilising & customising the template

Clickup Goals Template - Paid

Perfect for business owners who

OKRs Planning

Want to plan their OKRS

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Are eager to achieve milestones

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Are solopreneurs or manage a team

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Need to track their goals and analyse what’s on Track and what’s Off.

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Want to customise goals for various departnements

More than just a template

With this ClickUp template, you’ll get a full video tutorial that walks you through every detail, so you can learn how to:

  • Utilise this template
  • Create and track goals/okrs
  • Score goals from 0 to 1
  • Auto sets goals as On Track or Off Track based on Score
  • Set the score of sub tasks and get the average score shown automatically in the parent task
  • Customise the template to your business needs
  • Have views for various departments

By sharing the Ready-made templates with you, we are trying to help you best optimise your business. The templates are all customisable and easy to use.

At IT Visionists, we utilise the Efficiency Triangle—People Behaviour, Process Optimisation, and the Right Set of Tools— to drive your success and underpin your scalable and efficient operations.

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