How to Use ClickUp for Performance Reviews and Feedback

ClickUp can be configured as a flexible performance review and employee feedback hub, letting you replace rigid review tools with customizable workflows, templates, and views that match your processes.

The source comparison of Leapsome and other tools shows that modern performance management needs flexibility, automation, and cross-functional visibility. You can recreate many of those capabilities inside ClickUp by structuring your workspace for reviews, goals, and 360 feedback.

This how-to guide walks you through setting up a simple yet scalable performance management framework using ClickUp.

Plan Your ClickUp Performance Review Framework

Before building anything, define the basics of your performance process so you can mirror them in ClickUp:

• Review cadence (quarterly, biannual, annual)
• Who is involved (manager, direct report, peers, HR)
• Competency model (skills, values, role expectations)
• Goal-setting approach (OKRs, KPIs, project milestones)
• Feedback channels (1:1s, peer feedback, surveys)

Map this to a simple structure you can implement in ClickUp:

• One Space for “People & Performance”
• Several Folders for Reviews, Goals, and Feedback
• Lists for each cycle and each team

Set Up a ClickUp Space for Performance Management

Use a dedicated Space in ClickUp so reviews and feedback stay organized and permissioned.

Step 1: Create a Performance Space in ClickUp

1. Create a new Space named “Performance & Growth” (or similar).
2. Add a color and icon to distinguish it from project work.
3. Configure sharing so HR and managers have full access, and employees have limited access only to their own items.

Step 2: Add Folders for Core Workflows

Next, create Folders in your new ClickUp Space to separate core performance workflows:

• Performance Reviews – for formal cycles and review forms
• Goals & OKRs – for company, team, and individual goals
• Feedback & 1:1s – for continuous feedback and meeting notes

This structure makes it easier to find historical reviews, track ongoing goals, and centralize feedback in ClickUp.

Build ClickUp Lists for Review Cycles

Each review cycle can be turned into a List in ClickUp so you can see all evaluations in one place.

Step 3: Create Review Cycle Lists

1. In the Performance Reviews Folder, create one List per cycle, for example:
   • “2025 H1 Performance Reviews”
   • “2025 H2 Performance Reviews”
2. Add a brief description outlining the cycle timeline and expectations.
3. Duplicate Lists for new cycles so your process stays consistent.

Step 4: Define Custom Statuses in ClickUp

Custom statuses represent each step of your review workflow:

• Not Started
• Self-Review in Progress
• Manager Review in Progress
• Calibration
• Finalized
• Shared with Employee

These statuses help HR and leaders instantly see where every review stands inside ClickUp.

Create ClickUp Tasks as Individual Review Records

Within each List, create one task per employee review so ClickUp becomes a structured record of performance discussions.

Step 5: Add Review Tasks in ClickUp

1. Create a task for each employee, using a naming pattern like “Review – FirstName LastName – 2025 H1”.
2. Assign the task to the manager responsible for the review.
3. Set due dates that align with your review calendar.

Step 6: Use Custom Fields for Review Data

Custom Fields in ClickUp let you capture structured performance data similar to what dedicated review software offers. Add fields such as:

• Role / Level (dropdown)
• Department (dropdown)
• Overall Rating (1–5 or descriptive scale)
• Potential Rating (if you use 9-box or talent reviews)
• Promotion Ready (yes/no)
• Salary Review Flag (yes/no)

These fields enable useful reporting later using ClickUp Views and Dashboard widgets.

Step 7: Add Review Templates in ClickUp Docs

To standardize questions and expectations, store your review form as a ClickUp Doc template:

1. Create a Doc called “Performance Review Template”.
2. Include sections for:
   • Key responsibilities
   • Strengths and wins
   • Development areas
   • Goal progress
   • Career aspirations
3. Attach or link this Doc to each review task and duplicate it for each cycle.

This keeps all narratives, ratings, and evidence in one centralized place inside ClickUp.

Track Goals and OKRs in ClickUp

The source comparison page highlights the importance of goals and OKRs. You can manage these directly in ClickUp and connect them to reviews.

Step 8: Build a Goals & OKRs Structure

In your Goals & OKRs Folder, create Lists such as:

• Company OKRs
• Department Goals
• Individual Goals

For each List:

1. Create a task for each goal or OKR.
2. Use Custom Fields for:
   • Goal Type (Company / Team / Individual)
   • Timeframe (Quarter / Half / Year)
   • Progress (percentage or traffic light)
3. Link goals to related project tasks using task relationships in ClickUp.

Step 9: Connect Goals to Reviews in ClickUp

When running a review cycle, reference related goal tasks:

• Link relevant goal tasks to each review task using relationships.
• Mention key goals directly inside the review Doc.
• Use the task description or comments to summarize goal outcomes.

This gives managers a full picture of performance without leaving ClickUp.

Manage Continuous Feedback and 1:1s in ClickUp

Modern performance tools emphasize continuous feedback, not just annual reviews. You can support this in ClickUp using Lists and recurring tasks.

Step 10: Create a Feedback & 1:1s List

1. In the Feedback & 1:1s Folder, create one List called “1:1 Meetings & Feedback”.
2. Create a recurring task for each manager–employee pair, scheduled at their meeting cadence.
3. Use subtasks for agenda items like Wins, Challenges, Priorities, and Growth.

Step 11: Capture Peer Feedback in ClickUp

To emulate 360 feedback workflows:

• Create a task type or prefix like “Peer Feedback – Employee Name”.
• Invite peers to comment with feedback in a private or limited-access task.
• Link peer feedback tasks to the main review record for that employee.

This centralizes informal feedback and makes it easy for managers to reference comments during reviews inside ClickUp.

Use ClickUp Views and Dashboards for Insights

The comparison article shows the value of analytics for HR and leadership. You can surface similar insights using ClickUp Views and Dashboards.

Step 12: Configure Review Views in ClickUp

Within each performance review List, add Views such as:

• Table View – shows all Custom Fields like ratings and promotion flags.
• Board View – groups reviews by status to see progress through the workflow.
• Filter and sort – by department, manager, or rating to spot patterns.

Step 13: Build a Performance Dashboard in ClickUp

Create a Dashboard that gives HR and leaders a high-level view:

• Use widgets for tasks by status (review progress).
• Add a table widget to show ratings across teams.
• Include charts for distribution of overall ratings or promotion readiness.

This turns ClickUp into a lightweight performance analytics hub.

Automate Key Steps in ClickUp

Automations help you move reviews through the process consistently.

Step 14: Add Simple Automations

Use ClickUp Automations to:

• Change status when due dates arrive (for example, move to “Self-Review in Progress”).
• Notify managers when a self-review is completed.
• Alert HR when a review reaches “Finalized”.

These automations reduce manual chasing and keep your performance cycle on track.

Learn More and Expand Beyond ClickUp

If you want to compare this approach with specialized performance tools, review the detailed breakdown of Leapsome alternatives at this guide to Leapsome alternatives. It outlines features like OKR management, 360 feedback, and engagement surveys that can inspire further enhancements to your ClickUp workspace.

For help optimizing your workspace structure, workflows, and integrations for performance management, you can also explore consulting partners such as Consultevo, who specialize in process design and tool optimization.

By following these steps, you transform ClickUp into a practical system for performance reviews, goal tracking, and continuous feedback—without adding another standalone HR tool to your stack.

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

“`