How to Run 90-Day Performance Reviews in ClickUp

ClickUp makes it easier to run structured 90-day performance reviews by combining goals, tasks, documents, and dashboards in one place. This guide shows you step-by-step how to turn the 90-day review templates from the ClickUp blog into a repeatable workflow your team can use every quarter.

Why Manage 90-Day Reviews in ClickUp

Before building your workflow, it helps to understand why a single workspace is ideal for 90-day reviews.

• Keep review questions, goals, and notes together
• Standardize the process across teams and managers
• Track progress against expectations over each 90-day period
• Create a documented history of feedback and wins

The original 90-day review templates from ClickUp provide the content and structure. You will now learn how to operationalize them in your workspace.

Step 1: Turn 90-Day Templates into ClickUp Docs

The source article provides multiple 90-day review templates for different roles and situations. Start by converting each template you plan to use into a reusable Doc inside ClickUp.

Create a ClickUp Doc for Each Template

1. Open your workspace and go to the Docs area or a dedicated Reviews space.
2. Create a new Doc for every template you want to use (for example, General 90-Day Review, Manager 90-Day Review, Sales 90-Day Review).
3. Copy the questions and rating sections from the blog templates into each Doc.
4. Add headings, bullet points, and tables to match the structure of the original templates.

Keep formatting consistent so managers can quickly scan and complete each review inside ClickUp without switching tools.

Standardize Sections in Your ClickUp Docs

To make reviews consistent across the company, create the same core sections in each template Doc:

• Role expectations and responsibilities
• Performance summary for the first 30, 60, and 90 days
• Ratings for key competencies (communication, quality, collaboration, etc.)
• Employee self-assessment questions
• Manager feedback and examples
• Goals and development plan for the next 90 days

These sections mirror what the ClickUp templates recommend and help you compare results across employees and periods.

Step 2: Build a ClickUp List to Track 90-Day Reviews

Once your Docs are ready, use a dedicated List in ClickUp to track every 90-day review as a task.

Set Up a Reviews List in ClickUp

1. Create a new Folder called “Performance Reviews” or use an existing HR Folder.
2. Add a List named “90-Day Reviews”.
3. For each employee reaching a 90-day mark, create a task in this List.

Each task represents one 90-day review cycle for an employee.

Add Custom Fields in ClickUp for Review Details

Use Custom Fields in ClickUp to capture structured data for each review:

• Employee name (if not already in the task title)
• Manager
• Department or team
• Hire date
• Review type (New hire 90-day, Promotion 90-day, Role change 90-day)
• Overall rating or status

These Custom Fields allow you to filter and analyze reviews by manager, department, and outcome.

Step 3: Attach ClickUp Docs to Each Review Task

Next, connect your template Docs to the tasks in your 90-Day Reviews List so managers can complete them directly inside the workspace.

Link Template Docs in ClickUp

1. Open a 90-day review task.
2. Attach the appropriate template Doc using the Docs tab or link it in the task description.
3. If you have both self-assessment and manager-assessment templates, link both Docs.

For repeated use, consider creating task templates in ClickUp with the correct Docs already attached so HR can quickly spin up new review tasks.

Control Access and Collaboration in ClickUp

Set permissions for each review Doc and task so only the right people can view or edit:

• Give the employee comment or edit access to their self-assessment section.
• Limit manager-only sections to managers and HR.
• Use comments in the Doc or task to ask questions and clarify feedback.

This structure keeps sensitive information protected while enabling transparent, collaborative reviews.

Step 4: Use ClickUp Goals to Track 30-60-90 Milestones

The blog templates emphasize tracking progress at 30, 60, and 90 days. ClickUp Goals are ideal for these measurable milestones.

Create a 90-Day Goal in ClickUp

1. Open the Goals area in your workspace.
2. Create a new Goal for each employee’s first 90 days.
3. Add Targets for each key outcome or metric from the template, such as training completion, productivity, or quality benchmarks.
4. Set deadlines aligned with day 30, day 60, and day 90.

Connect tasks to each Target so progress updates automatically as work is completed.

Align Review Questions with ClickUp Targets

Map the questions in your 90-day review Docs to the Targets in your Goals:

• If the template asks about onboarding completion, create a Target tied to onboarding tasks.
• If it evaluates sales performance, connect Targets to opportunities or deals tracked elsewhere in ClickUp.
• If it focuses on collaboration, track tasks completed with cross-functional teams.

This reduces subjectivity and helps managers base their review answers on data already tracked in ClickUp.

Step 5: Automate Reminders and Status Updates in ClickUp

The source templates work best when reviews happen on time. Automations in ClickUp keep everyone on schedule.

Set Up Automations for 90-Day Reviews

1. In your 90-Day Reviews List, open Automations.
2. Create rules such as:
   • When a task is created, set the due date to the employee’s 90th day.
   • Seven days before the due date, assign the task to the manager and notify HR.
   • When status changes to “Review Complete,” notify HR and the employee.
3. Test each automation with a sample review task.

These automation rules follow the timeline recommended in the ClickUp templates and reduce manual follow-up work.

Use ClickUp Views for Review Management

Create different Views in the List to manage reviews:

• Board View by status (Not Started, In Progress, Awaiting Employee, Complete)
• Table View grouped by manager or department
• Calendar View to see upcoming 90-day deadlines

These Views help HR and leadership monitor the overall review pipeline at a glance.

Step 6: Build Dashboards in ClickUp for Insights

To turn individual 90-day reviews into actionable insights, summarize data with Dashboards in ClickUp.

Create a Performance Review Dashboard

1. Add a new Dashboard named “90-Day Review Overview”.
2. Add widgets that pull from the 90-Day Reviews List, such as:
   • Task list by status
   • Pie chart of overall ratings
   • Workload by manager during review periods
   • Table of upcoming reviews in the next 30 days
3. Include Goal widgets to show progress on 30-60-90 Targets.

This mirrors the insight-driven approach suggested by the ClickUp templates and helps leaders identify trends in onboarding quality, role fit, and performance.

Step 7: Iterate and Improve Your ClickUp Review Process

Once your first review cycle ends, use feedback from managers and employees to refine your ClickUp templates and workflow.

Refine Questions Based on Outcomes

Compare template questions against actual performance outcomes:

• Remove questions that nobody uses or that do not affect decisions.
• Add new prompts that capture culture fit, collaboration, or role-specific skills.
• Adjust rating scales for clarity and consistency.

Update your ClickUp Docs so the next cycle benefits from what you learned.

Align Reviews with Broader People Operations

Make sure your 90-day reviews tie into promotions, training, and long-term development. For strategic support on people systems, you can explore partners like Consultevo, which focuses on optimizing business and technology workflows.

By combining well-structured templates from the ClickUp blog with Docs, Goals, Automations, and Dashboards, you create a complete 90-day review system that is consistent, transparent, and data-driven.

Need Help With ClickUp?

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

Get Help

“`