How to Build a 360 Feedback System in ClickUp

ClickUp can power a complete 360-degree feedback workflow when you combine the right Spaces, views, automations, and templates. This step-by-step how-to guide walks you through setting up a structured review process your whole team can follow.

Following these instructions, you will learn how to organize feedback, request peer reviews, track progress, and turn insights into clear growth plans inside a single ClickUp workspace.

Plan Your 360 Feedback Process in ClickUp

Before you create anything in your workspace, outline how you want your 360 feedback cycle to run. A clear plan will determine how you configure ClickUp features and custom fields.

Define your 360 feedback goals

Start by clarifying what you want to measure and why. Common goals include:

• Improving manager and peer communication
• Identifying leadership potential
• Spotting skills gaps and training needs
• Aligning performance with company values

Write these goals down so you can mirror them in ClickUp with fields, task types, and status labels.

Choose your reviewers and feedback cadence

Decide who will give feedback and how often reviews will happen. For each team member, you might involve:

• Direct managers
• Peers and cross-functional collaborators
• Direct reports
• Self-assessments

Then decide your rhythm, for example:

• Quarterly light 360 surveys
• Biannual in-depth reviews
• Annual full-cycle performance check-ins

Once this is clear, you can map each part of the cycle to a dedicated ClickUp List or Folder.

Set Up a Performance Space in ClickUp

Next, create a central location where every review, goal, and action item will live. This keeps performance and feedback organized and easy to search.

Create a dedicated Space for reviews

1. Open your ClickUp workspace and select + Space.
2. Name it something like Performance & 360 Feedback.
3. Limit access to HR and relevant leaders if you handle sensitive reviews.
4. Enable features such as tasks, Docs, custom fields, and automations.

This Space becomes the home for every 360 cycle you run, so set it up carefully.

Organize Folders and Lists for 360 cycles

Inside the Space, create a simple structure that mirrors your process:

• Folder: 360 Reviews 2026
• Lists:
  • Q1 360 Feedback
  • Q2 360 Feedback
  • Development Plans
  • Performance Goals

For each review List, employee review tasks will hold all feedback details, attachments, and comments.

Design a 360 Feedback Task Template in ClickUp

A reusable task template ensures every review follows the same format and is easy to compare over time.

Add custom fields for feedback data

From any List in your performance Space, create custom fields such as:

• Role / Department (Dropdown)
• Review Period (Date or text)
• Overall Rating (1–5 numeric field)
• Core Competencies (Dropdown or labels for skills and values)
• Manager Score (Numeric)
• Peer Score (Numeric)
• Self-Assessment Score (Numeric)

These fields make it easier to filter, sort, and report on 360 results across ClickUp views.

Structure the task for each review

Create a sample task in your Q1 360 Feedback List and use sections in the description to capture all perspectives:

• 1. Summary – High-level overview of performance
• 2. Self-Assessment – Employee reflections and rating
• 3. Manager Feedback – Strengths, gaps, and concrete examples
• 4. Peer Feedback – Anonymous or named comments
• 5. Direct Report Feedback – For managers and leaders
• 6. Agreed Action Items – Tasks linked to development goals

Format this review shell once, then save it as a ClickUp task template:

1. Open the task menu.
2. Choose Save as Template.
3. Name it 360 Review Template.
4. Include custom fields, subtasks, and checklists.

Collect 360 Feedback Using ClickUp Forms and Views

Structured data collection prevents confusion and speeds up reviews. You can capture responses directly into ClickUp using Forms and task views.

Use ClickUp Forms for easy feedback collection

To collect peer and self-review data:

1. Open your 360 review List.
2. Click + View and select Form.
3. Map form questions to custom fields and the task description.
4. Create sections like Strengths, Areas for Improvement, and Examples of Impact.
5. Share the Form link with reviewers by email or chat.

Every Form submission automatically creates or updates a review task in ClickUp, centralizing feedback without extra manual copy-paste work.

Leverage List, Board, and Table views

Use different views in ClickUp to monitor progress across the review cycle:

• List view: See all review tasks, status, and due dates.
• Board view: Group reviews by stage, such as Not Started, In Review, Manager Review, Finalized.
• Table view: Compare scores and custom fields for all employees in one grid.

These views help HR and managers quickly see who is on track and where follow-up is needed.

Automate Your 360 Workflow in ClickUp

Automation keeps your 360 cycles consistent and reduces administrative work so you can focus on coaching and decisions.

Create automation rules for review stages

In your 360 Review List, set up automations like:

• When status changes to In Review, then assign to the manager.
• When custom field Manager Score is filled, then notify HR.
• When due date is 3 days away, then send a reminder to assignees.

These automation rules ensure that every review advances through the same steps in ClickUp with minimal manual coordination.

Trigger follow-up development tasks

Once a review is completed, you can automatically create tasks in your Development Plans List:

1. Add a Status such as Review Finalized.
2. Create an automation: When status changes to Review Finalized, then create a task in Development Plans.
3. Include fields for skill area, training owner, and target date.

This workflow turns 360 insights into concrete next steps that are visible and trackable in ClickUp.

Track Results and Iterate on Your ClickUp Setup

After you run a full 360 cycle, review the data and refine your setup for the next round.

Analyze performance trends with ClickUp reporting

Use Dashboards and reporting features to understand overall trends:

• Average scores by department or role
• Distribution of ratings across competencies
• Completion rate for reviews per cycle
• Open development tasks by owner and due date

This information helps you adjust competencies, expectations, and training priorities.

Improve your 360 templates over time

Based on feedback from managers and employees, refine your review templates in ClickUp:

• Remove questions that do not drive decisions.
• Add prompts that encourage specific examples.
• Update custom fields to match evolving company values.
• Adjust automation rules to reduce noise and unnecessary alerts.

A continuous improvement approach will make each new review cycle smoother and more insightful.

Learn More About 360 Feedback and ClickUp

To deepen your understanding of modern review tools and get inspiration from feature comparisons, explore the original guide on 360 feedback software, which provides examples of how different platforms support people operations.

If you want expert help designing performance workflows or integrating analytics and AI assistants with ClickUp, you can also review the consulting resources available at Consultevo.

With a clear structure, reusable templates, and targeted automations, ClickUp can become the central hub for your 360-degree feedback process, helping your organization run consistent reviews and turn insights into measurable growth.

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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