How to Use ClickUp for Interview Debrief Templates

ClickUp makes it easier to run consistent, fair, and data-driven hiring by giving your team a single place to capture and compare interview debrief notes. This how-to guide walks you step-by-step through setting up and using interview debrief templates so every interviewer evaluates candidates the same way.

Why Use ClickUp for Interview Debriefs

A structured interview debrief process helps you avoid fuzzy opinions and scattered notes. Instead of relying on memory or long email threads, you can centralize feedback and turn it into clear hiring decisions.

Using a repeatable template in your workspace ensures:

• Every candidate is evaluated on the same criteria
• Interviewers capture feedback immediately after the conversation
• Hiring managers can compare candidates side by side
• Bias is reduced because you focus on evidence, not impressions

The source article on interview debrief templates provides several example formats you can re-create. The instructions below show you how to put those ideas into practice.

Prepare Your Space in ClickUp

Before you create a template, organize where your hiring process will live.

Step 1: Set Up a Hiring Folder in ClickUp

1. Create a Space for HR, Talent, or People Operations.
2. Inside that Space, add a Folder called “Hiring Pipeline” or “Recruiting.”
3. Within the Folder, create a List for each open role, such as “Product Manager Candidates.”

This structure keeps each role’s interview debrief notes separate but still easy to find.

Step 2: Define Your Evaluation Criteria

Before building your template, decide what you want every interviewer to score or comment on. For example:

• Core skills required for the role
• Behavioral competencies like communication or collaboration
• Company values or culture add
• Experience level and domain knowledge
• Overall recommendation and hire/no-hire decision

Write these criteria down; you will use them to build your custom fields and sections.

Create a Structured Interview Debrief Template in ClickUp

Now you are ready to design a consistent debrief format that every interviewer can follow.

Step 3: Add Custom Fields for Scoring

1. Open your role List.
2. Choose any candidate task or create a sample one called “Template – Interview Debrief.”
3. Add Custom Fields to the task to match your criteria, such as:
   • Dropdown or rating for each skill (e.g., 1–5 scale)
   • Dropdown for “Hire,” “Hold,” or “No Hire” recommendation
   • Text field for “Key Strengths”
   • Text field for “Risks or Concerns”

These fields help quantify feedback so you can quickly compare multiple candidates.

Step 4: Build a Repeatable Debrief Checklist in ClickUp

Use a checklist inside the candidate task to guide interviewers through the debrief process:

• Confirm interview type and stage completed
• Log evidence for each core competency
• Document standout moments or red flags
• Capture questions to clarify in the next round
• Set overall recommendation

Turn this checklist into part of your task template so it appears automatically for every candidate.

Step 5: Create a ClickUp Task Template for Debriefs

1. Open your “Template – Interview Debrief” task.
2. Confirm that:
   • All Custom Fields are added and visible
   • The debrief checklist is complete
   • Sections in the description reflect your evaluation framework (for example, “Skills,” “Behavior,” “Culture,” “Notes,” “Decision”)
3. Save this as a task template so it can be reused whenever a new candidate is added to the List.

From now on, new candidate tasks can be created from this template to keep everything consistent.

Run Your Interview Process in ClickUp

Once the template exists, you can integrate it into each stage of your recruiting pipeline.

Step 6: Attach the Debrief Template to Candidate Tasks

1. Whenever a new candidate enters your pipeline, create a task from the debrief template in the appropriate role List.
2. Update the task name with the candidate’s full name and role.
3. Assign the task to the main recruiter and add all interviewers as watchers so they receive updates.

This ensures each candidate has one central record that collects every interview debrief.

Step 7: Capture Interviewer Feedback Immediately

After each interview, the interviewer should:

1. Open the candidate’s task in ClickUp.
2. Fill in all scoring fields based on observable evidence.
3. Complete the checklist to ensure nothing is missed.
4. Add short notes in the comment section to clarify scores or share context.

You can also create separate subtasks for each interview stage (phone screen, technical, panel, final) and apply the same debrief template format to each one.

Step 8: Use Views in ClickUp to Compare Candidates

To support better hiring decisions, configure a view that surfaces debrief data clearly:

• Table view: Show Custom Fields like scores and recommendations across all candidates.
• Board view: Organize candidates by hiring stage or recommendation status.
• List view: Quickly see completion of interview debrief checklists.

These views help hiring managers identify top candidates at a glance and spot gaps in the interview process.

Standardize and Improve Your ClickUp Debrief Process

Once the basics are working, refine your setup to make it faster and more reliable.

Step 9: Automate Reminders and Status Changes

Use workflow automation features so interviewers never forget to complete a debrief. For example, you can:

• Trigger a reminder to the interviewer after the scheduled interview time
• Automatically move a candidate to the next stage when certain fields are completed
• Notify the hiring manager when all interviewers have submitted their debriefs

This reduces follow-up work and keeps your pipeline moving.

Step 10: Review and Iterate on Your ClickUp Template

After a few hiring cycles, review your interview outcomes and ask:

• Which debrief sections are most helpful?
• Are there any confusing questions or redundant fields?
• Do scores correlate with successful hires?

Adjust your template so that each debrief focuses on the signals that really matter for performance in the role.

Connect ClickUp with Other Hiring Tools

You may already use an applicant tracking system or external assessments. You can link those tools into your workspace and use the candidate task as the single source of truth.

• Attach resumes, portfolios, and assessments to the candidate task
• Link to external scorecards or reference checks
• Use comments and @mentions to coordinate with HR, finance, and hiring managers

If you want expert help designing recruiting workflows and templates, you can work with consultants specializing in AI and process design, such as Consultevo, to optimize your setup end to end.

Next Steps: Put Your ClickUp Interview Debrief System into Action

To summarize the process:

1. Organize your hiring Space, Folder, and Lists.
2. Define consistent evaluation criteria.
3. Create a debrief task with Custom Fields, checklists, and description sections.
4. Save and reuse it as a template for every candidate.
5. Collect feedback immediately after interviews.
6. Use views, automation, and iteration to keep improving.

With a well-designed interview debrief template, you turn subjective opinions into structured, comparable data. That helps your team collaborate, reduce bias, and make faster, more confident hiring decisions all within 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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