How to Use ClickUp for Performance Reviews

ClickUp helps teams turn scattered performance review notes into a single, organized workflow that connects goals, feedback, and improvement plans. This step-by-step how-to guide walks you through setting up, running, and tracking performance reviews using templates and features inspired by the options in the original performance review templates collection.

Step 1: Plan Your Review Process in ClickUp

Before you start building anything, map out how you want reviews to work in ClickUp. Clear structure will make every later step easier.

Decide What You Will Evaluate

Choose the core areas you want to review for each team member. Common categories include:

• Job-specific skills and responsibilities
• Company values and culture fit
• Collaboration and communication
• Productivity and time management
• Career growth, learning, and development

Model these areas after the sections you see in popular performance review templates, such as competency-based, strengths-focused, or goal-focused formats.

Choose a Review Format

Review formats can vary based on your culture and team size. Decide whether you will use:

• Manager-only reviews
• Self-assessments
• Peer reviews or 360-degree feedback
• Project-based performance reviews
• Probation or new hire reviews

Defining this upfront lets you design matching views and fields in ClickUp, such as custom statuses for each review stage.

Step 2: Build a Performance Review Space in ClickUp

Next, centralize all performance reviews inside a dedicated Space so that reviews do not mix with day-to-day tasks.

1. Create a new Space named something like Performance Reviews.

2. Inside the Space, create a Folder for each review cycle (for example, 2025 Mid-Year).

3. Within each Folder, create separate Lists for different teams or departments.

This structure mirrors the way many templates are grouped by review type or team in the original performance review resources.

Add Custom Fields for Review Data

Use Custom Fields in ClickUp to capture consistent data across all review tasks. Helpful fields include:

• Review Type (self-review, manager review, peer review)
• Overall Rating (number, dropdown, or emojis)
• Core Competencies Score (average of specific skills)
• Next Review Date
• Employee Level or Role

Custom Fields allow you to later filter or group reviews by rating, team, or status and create simple reports.

Step 3: Create a Performance Review Template in ClickUp

Use a Task template to standardize every performance review. Templates reflect the structure of the curated review forms in the original guide while staying fully customizable.

Design the Task Layout

Open a new Task in the appropriate List and design its layout as your master template:

• Use the Task title for the employee name and review cycle, such as Performance Review – Jordan Smith – 2025 Mid-Year.
• Add Custom Fields for ratings, review type, and dates.
• Use the Description area as your review form.

In the Description, create headings and questions that mirror sections in common performance review templates:

• Goals and Objectives
• Key Responsibilities
• Strengths
• Areas for Improvement
• Development Plan
• Summary and Overall Rating

Under each heading, add bullet points or tables for managers and employees to complete.

Turn the Task into a Reusable Template

1. Once the structure is ready, open the Task options menu.

2. Select Save as Template.

3. Name it clearly, such as Standard Performance Review.

4. Choose what to include (Description, Custom Fields, checklists, attachments).

You can also create additional templates for specific use cases inspired by the original performance review template types, for example:

• New hire or probation review template
• 360 review template with peer feedback sections
• Project-based review template
• Simple one-page summary review

For more structural ideas, explore the source collection of templates here: performance review templates.

Step 4: Collect Self-Reviews and Manager Feedback in ClickUp

With templates ready, it is time to gather input from employees, managers, and peers directly inside ClickUp.

Assign Review Tasks

1. Create a new Task from your review template for each employee in the cycle.

2. Assign the Task to the manager and, if using self-reviews, also to the employee.

3. Set due dates aligned with the review schedule.

Use Task subtasks for each contributor, such as:

• Self-assessment
• Manager assessment
• Peer feedback
• Final sign-off

Use Comments for Discussion

Encourage managers and employees to use comments rather than separate documents or chats. They can:

• Ask clarifying questions on specific sections
• Tag HR or leadership for approvals
• Attach supporting evidence like reports or project deliverables

Because everything lives in a single Task, the entire review history remains transparent and easy to reference later.

Step 5: Turn Reviews into Action Plans in ClickUp

A strong performance review process does not stop at feedback. Convert insights into concrete next steps inside ClickUp so improvements are actually implemented.

Create Follow-Up Tasks from Review Items

Within each review Task, scan the feedback and extract action items such as training, stretch assignments, or process changes.

1. Highlight a phrase or bullet in the Description.

2. Create a new Task or Subtask directly from that text.

3. Assign it to the employee or manager with a clear due date.

Examples of follow-up tasks include:

• Enroll in a specific training course
• Lead a project milestone to build leadership experience
• Document a new process to prevent repeated issues

Link Goals and Reviews in ClickUp

Use Goals and Key Results to keep development plans visible beyond the review conversation. You can:

• Create a Goal for each employee’s growth for the year.
• Define measurable targets, such as improved quality metrics or new certifications.
• Connect Tasks created from reviews as Key Results or contributing work.

This alignment turns the performance review into a living plan that evolves throughout the year.

Step 6: Track Performance Review Progress in ClickUp

HR teams and leaders need oversight of how reviews are progressing. Build views and dashboards to monitor completion and outcomes.

Use Custom Views for Oversight

Within your performance review Lists, create views such as:

• Board View grouped by review status (Not Started, In Progress, Completed, Signed Off)
• Table View showing ratings, roles, and review types
• Calendar View to visualize review deadlines

Filters let you focus on specific teams, managers, or cycles so you always know who still needs to submit feedback.

Build Simple Dashboards

Dashboards give leadership a quick snapshot of review health. Add widgets to track:

• Number of completed reviews per team
• Average rating by department
• Overdue review tasks
• Top recurring development themes

This high-level visibility helps you adjust workloads, coaching, or training programs based on real review data.

Step 7: Improve Your Review Templates Over Time

As you run more review cycles in ClickUp, refine your templates and workflows using feedback and results.

Gather Feedback on the Process

After each cycle, ask managers and employees what worked and what did not. Look for patterns such as:

• Sections that feel repetitive or unclear
• Rating scales that do not match actual decisions
• Missing questions about impact, values, or collaboration

Update your master templates accordingly so each cycle becomes smoother and more valuable.

Document Best Practices

Create a short internal guide in a Doc inside ClickUp that explains:

• How to fill out each section of the review
• What a high-quality comment or rating looks like
• How to turn feedback into actionable Tasks and Goals

This ensures consistency and makes onboarding new managers to the review process much easier.

Next Steps: Optimize Your ClickUp Review Setup

By combining a clear review process, structured templates, and automation, ClickUp becomes the central hub for performance conversations and long-term growth planning. To further optimize workflows, reporting, and AI-assisted content, consider working with a specialist team such as Consultevo, which focuses on advanced systems and process optimization.

Use this guide as your blueprint: build a dedicated Space, create reusable templates modeled on proven performance review structures, collect all feedback in one place, and systematically turn insights into action. Over time, you will have a complete, searchable record of performance and development for every team member inside ClickUp.

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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