How to Build a Peer Evaluation Workflow in ClickUp

ClickUp makes it easy to design peer evaluation forms, collect feedback, and track performance in one organized workspace. This step-by-step guide shows you exactly how to build a repeatable peer review process from scratch.

You will learn how to create structured questions, automate assignments, and centralize results so your team can focus on giving helpful feedback instead of chasing spreadsheets.

Why Use ClickUp for Peer Evaluation

Traditional peer reviews often live in scattered docs, email threads, or static forms. Managing them manually can lead to missed feedback, inconsistent questions, and zero visibility into trends over time.

Using ClickUp for your peer evaluation workflow helps you:

• Standardize questions and rating scales for every review cycle
• Automate assignment and deadlines for reviewers
• Centralize results in one list or folder
• Analyze trends with views, sorting, and filtering
• Keep feedback securely stored and easy to reference

The source article on peer evaluation forms that inspires this workflow can be found on the ClickUp blog here: ClickUp Peer Evaluation Form Guide.

Plan Your Peer Evaluation in ClickUp

Before you build anything, define what your peer evaluation process should look like inside ClickUp. A bit of planning will keep your structure clean and scalable.

Clarify Goals and Criteria

Start by documenting what you want to measure through peer feedback. Common focus areas include:

• Collaboration and teamwork
• Communication clarity and responsiveness
• Technical or role-specific skills
• Reliability, ownership, and initiative
• Problem-solving and creativity

Translate each area into clear questions and rating scales. For example, use a consistent 1–5 scale and short open-ended questions for comments.

Decide on Structure in ClickUp

Next, choose how your peer evaluation data will be organized in ClickUp:

• Workspace or Space: A dedicated HR or People Ops space.
• Folder: A folder for Performance Reviews or Peer Evaluations.
• List: One list per review cycle (e.g., Q2 2026 Peer Reviews).

Each task in your list can represent either a single evaluation response or an individual employee being reviewed, depending on your preference.

Set Up Your Peer Evaluation List in ClickUp

Once your structure is defined, build the core list where all peer feedback will be stored.

Create a Dedicated Peer Evaluation List

1. Create or open your HR or company operations space in ClickUp.
2. Add a new folder called Performance & Feedback (or similar).
3. Inside that folder, create a list named for the cycle, for example, 2026 Peer Evaluation Cycle.

This list will hold all tasks and submissions related to the review round.

Add Custom Fields for Review Data

Use ClickUp Custom Fields to structure peer feedback so you can filter and report on it later.

Add fields such as:

• Person Being Reviewed (Dropdown or Text)
• Reviewer Name (Text)
• Team or Department (Dropdown)
• Overall Rating (1–5 or 1–10 number field)
• Collaboration Score (Number)
• Communication Score (Number)
• Strengths (Long text)
• Areas for Improvement (Long text)

Keep your Custom Fields aligned with the questions you plan to ask in your peer evaluation form.

Create a Peer Evaluation Form in ClickUp

With your list ready, it is time to build a form that teammates can use to submit feedback.

Build the ClickUp Form

1. Open your peer evaluation list in ClickUp.
2. Switch to the Form view or add a new Form view if it is not enabled yet.
3. Click + Add Field and drag fields onto the form to match your questions.

Recommended fields to include:

• Who are you reviewing? (Dropdown linked to Person Being Reviewed)
• Your name (Short text for Reviewer Name)
• Team (Dropdown for department)
• Rate their collaboration (Number or dropdown scale)
• Rate their communication (Number or dropdown scale)
• Overall rating (Number field)
• What are their strengths? (Paragraph text)
• Where can they improve? (Paragraph text)

Configure form settings so each submission creates a new task in the list. Map form answers directly to your Custom Fields for clean data.

Optimize the Form Experience

High-quality peer feedback depends on how easy the form is to complete. In ClickUp, you can improve participation by:

• Using clear labels and simple language in each question
• Grouping similar questions with section headings
• Limiting the number of required fields to avoid fatigue
• Adding short helper text to explain rating scales

Once your form is ready, share the form link with your team through chat, email, or your internal wiki.

Automate Your Peer Review Workflow in ClickUp

Automation helps ensure every peer evaluation is submitted and reviewed on time, without manual chasing.

Set Up Automations

In your peer evaluation list, use ClickUp Automations to streamline the process:

• New submission routing: When a form creates a new task, automatically assign it to HR or the manager.
• Status updates: Move tasks from Submitted to In Review when a manager starts reading feedback.
• Notifications: Notify the HR team when a certain number of reviews are completed for each person.
• Due dates: Apply due dates based on a review deadline to keep cycles on track.

Create a Repeatable Review Cycle

Once you have a list, form, and automations that work, turn your setup into a repeatable system:

1. Save your list as a template in ClickUp.
2. Include all Custom Fields, statuses, views, and automations.
3. For each new review cycle, create a new list from this template.

This lets you run consistent peer evaluations every quarter, without rebuilding the process.

Review and Analyze Peer Feedback in ClickUp

After responses start coming in, the power of ClickUp really shows in how you can sort, filter, and review the data.

Use Views for Different Stakeholders

Create multiple views in your list to serve various audiences:

• Table view: HR can see all scores and comments in a structured grid.
• List view: Managers can filter by team or direct report.
• Calendar view: Track deadlines for review discussions.

Use filters to isolate feedback by reviewer, department, or rating range. Sorting by overall rating can quickly highlight top performers or people who need more support.

Share Results Responsibly

Depending on your internal policy, you may summarize peer feedback for employees. In ClickUp, you can:

• Create a separate, sanitized list that contains only high-level summaries.
• Use comments or subtasks to prepare talking points for 1:1 meetings.
• Link peer evaluation tasks to individual performance review tasks to keep everything connected.

Refine Your Process with ClickUp

The first peer evaluation cycle in ClickUp is a starting point. After each round, gather feedback on the process itself.

Ask participants:

• Were the questions clear?
• Was the form easy to use?
• Did they feel they had enough time to respond?
• Did managers find the views and reports useful?

Then, update your list template, fields, or automations to improve the next cycle.

Next Steps and Additional Resources

If you want expert help designing high-performing review systems or scaling your workspace, you can find implementation specialists at Consultevo.

To dive deeper into best practices for peer feedback itself, including example questions and form templates, review the full guide on the ClickUp blog here: Peer Evaluation Form Best Practices.

With a structured list, a well-designed form, and a few targeted automations inside ClickUp, you can turn peer evaluations from a manual chore into a streamlined, data-rich process that genuinely improves performance across your team.

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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