Tasks inside goals should have columns like in list view so that values in columns for Tasks can be updated from within Goal / Target itself

Hi all, I'd just like to vote up Patrick's mock up of the Portfolio view and also having the ability to select a folder rather than lists. I ideally need an aggregated view at the folder level and then let my team use lists as they need to structure their approach to a project. Keep up the good work!

I agree that goals could use some more information/detail

For the most part, I agree with Drag Ivko .

Zeb I saw your post in the FB group so here are my thoughts and ideas on goals and portfolios:

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Goals

I would suggest that you leave the goals as they are. I think many users like their simple and straightforward approach. For me, the best part is that they are more or less separated from tasks, so you can get creative and monitor e.g. your revenue. Keep them as they are!

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Portfolios

They should provide a bird's eye view of your projects. At the moment, however, they are on the list level. I think that's the biggest flaw of this feature. It only makes sense on the "projects" level (now "folder", but for this post I stick to the name "projects").

For example, Flow offers a good dashboard (see first image) that could work in some way in ClickUp: Every card you see on your dashboard could be a project. This is the highest level bird's eye view with

If you click on a card, my idea is that you get to the project overview. There you will receive further information about the project, e.g.

It would be perfect if you could post a status update that notifies everyone that works on this project.

I like your approach to lists in 2.0 (which now have a description, status, assignee, start and due dates, ...). The lists of the project could be stored under the general project information (like they are in portfolios right now). I've placed an current "ClickUp Portfolio" under an "Asana Portfolio" in the attached image to illustrate my idea.

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This could be key for teams that need to manage many projects simultaneously. You can see at a glance which projects are going well and which are not and than drill deeper to find the cause.

By the way: 2.0 is really awesome - Keep up the great work, our team loves the new UI and all the improvements! :D

Hey Zeb, for this do you mean we will be able to add existing tasks, lists and folders in the same way that we do with portfolios now? Or that we would have to put new tasks, lists and folders in the same way spaces work now? (Same as portfolios would make sense to me, but having them have separate tasks wouldn't). I definitely agree that the visual feel of goals should be simpler and resemble the rest of the Clickup layout. Hope that helps with your planning, lee

Zeb:

I agree with Dan Reynolds that merging of Goals and Portfolios would work to the advantage and that a brand new Portfolio feature should be developed.

i.e.

--> this week's status vs last week

--> some sort of current stage summary in free form

--> upcoming milestones

--> resources utilization

--> budget breakdown

--> risks / issues

--> etc.

This would be a winner! :)

We are currently considering this change. I agree there's a ton of UX overlap.

In addition, we're going to add views to Goals (so you can create List, Board, etc views of your Goals). So in the new version of Goals:

So to create a Portfolio, you can do a Goal with a target containing X lists for your portfolio. By default, we would change the UX to have the lists/tasks expanded below each target instead of having to click. You would see additional information in the table (like we have in portfolio).

We would convert Portfolios into Goals, with one target containing all of their Lists in that Goal

Dan Reynolds In your mockup and you're thinking, were you planning that tasks within the targets would appear in a table like the lists from portfolios?

Does anyone have any hesitations to this?

Here's a couple of ideas on this.