How to Use ClickUp for 360-Degree Feedback

ClickUp can power a complete 360-degree feedback process, from planning and building surveys to tracking responses, sharing results, and following up with action plans for every team member.

This how-to guide walks you through setting up a simple, repeatable workflow so you can collect feedback from managers, peers, direct reports, and even customers in one organized system.

Why Run 360-Degree Feedback in ClickUp

Before you build your process, it helps to understand why a work management platform is ideal for feedback cycles.

Using ClickUp for 360-degree feedback lets you:

• Centralize feedback requests, responses, and follow-up tasks
• Standardize questions and expectations across teams
• Keep a clear record of performance trends over time
• Turn insights directly into projects, tasks, and goals

The result is a structured feedback loop that is easier to manage and easier for employees to trust.

Step 1: Plan Your 360-Degree Feedback Cycle in ClickUp

Start by defining the structure and timing of your 360 process.

Define your 360 goals in ClickUp

Clarify what you want from the cycle and capture those decisions in one place so everyone is aligned.

1. Create a Space or Folder dedicated to performance and feedback.
2. Add a Doc outlining:
   • Why you are introducing 360-degree feedback
   • Who will participate (roles and levels)
   • How the results will be used
   • Timelines for each phase
3. Share the Doc with leaders and HR so they can comment and suggest changes.

Choose reviewers and participants

Each employee should receive feedback from a balanced group.

• Self
• Manager
• Peers or cross-functional partners
• Direct reports (if applicable)

List these participants inside a table in your Doc or as tasks (for example, one task per employee with custom fields for each rater group).

Step 2: Design Your 360 Questions Inspired by ClickUp’s Guide

The source guide at ClickUp’s 360-degree feedback article explains how effective questions focus on behaviors, not personality.

Build a 360 question set

Use these categories to structure your question set:

• Communication: clarity, listening, collaboration
• Leadership: delegation, support, decision-making
• Teamwork: reliability, conflict management, contribution
• Problem-solving: creativity, ownership, follow-through
• Growth: openness to feedback, learning, adaptability

For each category, write a mix of rating-scale questions and open-ended prompts, such as:

• “On a scale of 1–5, how clearly does this person communicate expectations?”
• “Describe a time this person helped resolve a difficult issue.”

Standardize expectations across teams

Document guidelines for reviewers in your ClickUp Doc:

• Focus on specific behaviors and examples
• Avoid assumptions or second-hand information
• Use respectful, constructive language
• Balance strengths with areas to improve

Save this Doc as a template so every cycle uses the same foundation.

Step 3: Set Up a 360-Degree Workflow in ClickUp

Next, translate your plan into a simple workflow so you can run the process repeatedly.

Create a ClickUp List for each cycle

1. Create a List named after the cycle (for example, “360 Feedback Q1”).
2. Add tasks for each employee who will receive feedback.
3. Add custom fields such as:
   • Role or department
   • Manager name
   • Cycle status (Not Started, In Progress, Complete)

This central List becomes the hub for tracking progress and storing attachments like reports.

Use forms in ClickUp to collect responses

Turn your question set into a digital survey.

1. Create a Form view on your 360 List.
2. Add fields for each question (ratings and open-text).
3. Add fields for:

• Person being reviewed
• Reviewer role (self, manager, peer, direct report)

4. Adjust permissions so that reviewers only see the form, not other responses.
5. Generate a shareable link for each audience and send it with clear instructions and deadlines.

Each form submission will automatically create a task or subtask, giving you a structured record for every response.

Step 4: Communicate the 360 Process Using ClickUp

Clear communication reduces anxiety and increases participation.

Announce the process

Use a shared Doc or task description to explain:

• The purpose of 360-degree feedback
• How anonymity is handled (if applicable)
• What timelines to expect
• How results will be discussed and used

Share this resource with everyone involved and pin it in your ClickUp Space for easy access.

Send reminders and updates

Use simple automation rules or recurring tasks to:

• Remind reviewers before the deadline
• Notify HR or managers when all responses for an employee are in
• Trigger the next step, such as report preparation

This keeps the process moving without manual chasing.

Step 5: Analyze 360 Results with ClickUp Tools

Once responses are collected, you can organize and interpret them to uncover actionable insights.

Organize responses in ClickUp

To keep data clear:

• Group feedback tasks or subtasks by person reviewed
• Tag items by reviewer type (peer, manager, self, direct report)
• Use custom fields for key metrics (e.g., average rating per competency)

Views like Table or Board make it easy to sort and filter responses to spot patterns.

Identify strengths and development areas

For each employee, scan for themes across reviewers:

• Recurring strengths mentioned by different people
• Skills that appear as gaps or concerns
• Differences between self-ratings and others’ ratings

Summarize these insights in a brief note or attachment under the employee’s main task, ready for the feedback conversation.

Step 6: Turn Feedback into Action in ClickUp

360-degree feedback is only valuable when it leads to visible progress.

Create development tasks and goals

For each person, convert key insights into concrete actions:

1. Create subtasks for each development focus (for example, “Improve cross-team communication”).
2. Add clear owners, due dates, and success criteria.
3. Link related learning resources, mentors, or training sessions.
4. Use Goals or Milestones to track longer-term growth.

This helps employees see feedback as an ongoing project rather than a one-time event.

Schedule follow-up reviews

Plan check-ins to review progress:

• Add recurring tasks for quarterly or mid-cycle reviews.
• Attach updated notes and reflections ahead of each meeting.
• Compare current performance with the original 360 themes.

Over time, this builds a trackable journey of improvement for every team member.

Best Practices for 360-Degree Feedback with ClickUp

To keep your process fair, effective, and sustainable, follow these best practices.

Prioritize trust and confidentiality

Communicate clearly how input will be used and who can see it. Consider:

• Aggregating peer feedback instead of sharing individual comments
• Limiting access to HR and relevant managers
• Using neutral, behavior-focused language in all questions

Keep the workflow simple

Resist the urge to overcomplicate your setup. A basic, repeatable structure inside ClickUp often works better than a highly complex one.

• Reuse the same List and Form templates each cycle
• Iterate lightly on questions based on what you learn
• Document each change in your master 360 Doc

Support managers and employees

Offer guidance on how to interpret and discuss 360 results:

• Provide sample scripts for feedback conversations
• Share examples of good development goals
• Encourage a growth mindset and ongoing check-ins

Optimize and Scale Your 360 Process

As your organization grows, you can expand the process while keeping it efficient.

• Use templates for Lists, Docs, and Forms to spin up new cycles quickly
• Group cycles by department or region for easier management
• Analyze trends at the team or company level to inform training plans

If you need help designing a scalable performance system, you can also consult specialists at Consultevo for strategic implementation support.

By following these steps and best practices, you can turn ClickUp into a reliable engine for 360-degree feedback that promotes transparency, accountability, and continuous growth across your organization.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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