ClickUp Template for Goals/OKRs with Automation
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
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This ClickUp template comes with a comprehensive video tutorial that guides you through utilizing the template, creating and tracking goals/OKRs, and scoring goals from 0 to 1. It shows how to mark goals as On Track or Off Track based on their score, set scores for subtasks, and automatically calculate the average score in the parent task. Additionally, the template can be customized to fit your business needs and includes views tailored for various departments.