Control who has access to your Goals and Goal Folders by setting privacy, permissions, and sharing options.

What you'll need

  • Sharing and permissions settings are available for every ClickUp plan.

  • Guests aren't able to share or manage permissions.

We'll cover

Share with a Workspace

To share your Goals or Goal Folder with a Workspace:

  1. On the Goals page, open a Goal or Goal Folder and click on the Sharing & Permissions button in the upper right corner.

  2. Click the Workspace toggle to make the Goal visible to everyone in your Workspace.

Tip: You can also copy the private link to share directly with your team!

Screenshot of the Goals sharing modal highlighting the share with Workspace option

Share with specific people or Teams

To share with specific people or Teams in your Workspace:

  1. On the Goals page, open a Goal or Goal Folder and click on the Sharing & Permissions button in the upper right corner.

  2. Enter the name of the person or Team you want to share with.

  3. Use the dropdown to set permissions.

    • Edit: Grants access to create, edit, move and delete Goals.

    • View: Gives read-only access.

  4. Click on the Share toggle.

  5. Click Save.

Share with a guest

You can invite and share a Goal or Goal Folder with a guest. They can only see the Goals and Goal Folders that you give them access to.

  1. On the Goals page, open a Goal or Goal Folder and click on the Sharing & Permissions button in the upper right corner.

  2. Invite people by entering their email address.

  3. Choose to invite them as a guest using the user role button.

  4. Use the dropdown to set permissions.

    1. Edit: Access to create, edit, move and delete Goals.

    2. View: Read-only access.

  5. Click Invite. The person will get an email inviting them to join your Workspace!

Guest Permissions

Guests with Edit permissions can:

  • Edit Goals.

  • Create, archive, and edit Targets.

  • Add tasks and Lists to a Target.

    • Note: Guests can only add tasks and Lists if they have access to them.

  • Move Goals into and out of Goal Folders.

Guests can't:

  • Create or delete Goals.

  • Create or delete Goal Folders.

  • Delete Targets.


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