How to Use ClickUp Evaluation Form Templates
ClickUp gives teams ready-made evaluation form templates so you can standardize reviews, gather feedback, and track performance without building forms from scratch. This guide walks you through how to pick the right template, customize it, and use it in your workflow.
The steps below are based on the evaluation form templates showcased in the original ClickUp blog article on evaluation forms.
Why Use ClickUp for Evaluation Forms
Evaluation forms help you collect structured information about employees, projects, skills, or customer interactions. Doing this manually in documents or spreadsheets can cause inconsistencies and version issues.
With ClickUp templates for evaluation forms, you can:
- Start from proven layouts for HR, project, and feedback reviews
- Keep all evaluations in a single workspace
- Assign follow-up tasks directly from form responses
- Track trends over time with fields and views
Understand the ClickUp Evaluation Form Templates
The source article highlights several evaluation form templates that you can recreate or adapt inside ClickUp. Each template focuses on a specific type of assessment.
1. Employee Evaluation Form Template in ClickUp
Use an employee evaluation form when you want to review performance, behavior, or goals during regular review cycles.
A typical employee evaluation layout includes:
- Employee and reviewer details
- Job role and department
- Rating scales for performance factors
- Open-ended comments and development notes
In ClickUp, you can mirror this structure with fields such as:
- Custom fields for role, team, and review period
- Drop-down or numeric fields for performance ratings
- Long-text fields for feedback and action plans
2. Project Evaluation Form Template in ClickUp
A project evaluation form captures what went well and what can improve after a project ends.
The example described in the source page covers:
- Project objectives and outcomes
- Budget and schedule adherence
- Stakeholder satisfaction
- Lessons learned
When you rebuild this in ClickUp, create a list where each task is a project evaluation. Add custom fields for schedule, cost, quality, and satisfaction scores, plus comment fields for key lessons.
3. Performance Evaluation Form Template in ClickUp
A performance evaluation form focuses on how well someone meets expectations over a defined time.
The template structure usually includes:
- Core competencies and job-specific criteria
- Scales for proficiency or achievement levels
- Manager and self-review sections
- Goals for the next review period
In ClickUp, use custom fields for competency ratings and long-text sections for goals and development plans. Separate views can help managers filter by team, review status, or rating.
4. Training Evaluation and Feedback Forms in ClickUp
The article also covers evaluation forms for training sessions and workshops. These forms capture participant reactions and measure learning effectiveness.
Common elements are:
- Session details and date
- Instructor ratings
- Content relevance and clarity
- Suggestions for improvement
In ClickUp, create a form view connected to a list called “Training Evaluations” and map form fields to custom fields such as instructor, course name, and satisfaction rating.
How to Recreate These Templates in ClickUp Step by Step
Follow these general steps to build any evaluation form style described in the source article using ClickUp features.
Step 1: Set Up a Space, Folder, and List
- Create or open a dedicated Space for HR, Operations, or Projects.
- Add a new Folder named after the evaluation type, for example, “Employee Evaluations.”
- Create a List inside that Folder. This list will store every submitted evaluation as a task.
Step 2: Add Custom Fields for Evaluation Criteria
Next, reproduce the fields mentioned in the source templates as ClickUp custom fields.
- Open your evaluation List and click to manage custom fields.
- Add fields for identifiers, such as employee name, project name, evaluator, date, or department.
- Add rating fields using numbers, dropdowns, or labels (for example: 1–5, Needs Improvement, Meets Expectations, Exceeds Expectations).
- Add text fields for qualitative comments, achievements, and development notes.
- Include status fields or tags for review stage (Draft, In Review, Finalized).
Step 3: Build a ClickUp Form View
Once fields exist, you can create an input form that maps directly to those fields.
- Inside the same List, add a new Form view.
- Drag and drop your custom fields into the form layout.
- Group questions logically, such as “General Information,” “Ratings,” and “Comments.”
- Set which fields are required so each evaluation is complete.
- Customize the form’s name and description to match the evaluation purpose.
Step 4: Match the Structure of the Source Templates
Use the original evaluation form layouts as a blueprint and align your ClickUp form with them.
- For employee evaluations, mirror sections like job knowledge, communication, teamwork, and goals.
- For project evaluations, align with criteria like scope, budget, timeline, and stakeholder feedback.
- For performance reviews, include competencies and long-term development areas.
- For training evaluations, include questions about content quality, delivery, and applicability.
This way, your ClickUp form keeps the same clarity and focus as the original templates.
Step 5: Configure Automation for Evaluation Workflows
To turn evaluation forms into an active workflow inside ClickUp, use basic automations.
- Create an automation that assigns each new evaluation task to the right manager or HR owner.
- Set due dates automatically after a form submission.
- Change status when someone updates a key field or leaves a final comment.
- Notify stakeholders when an evaluation is completed or needs approval.
Using ClickUp Views to Analyze Evaluation Results
After you collect responses, you can use different ClickUp views to track performance and trends.
- List view: See all evaluations with key fields like rating, reviewer, and status.
- Table view: Compare scores across people or projects.
- Board view: Track evaluations by stage, such as To Do, In Review, Approved.
- Dashboard widgets: Visualize average ratings or completion counts over time.
These views help you find patterns, spot issues, and follow up on action plans that come out of each evaluation.
Best Practices for ClickUp Evaluation Forms
To get consistent, useful evaluation data, follow a few best practices.
Standardize Criteria Across Evaluations
Use the same rating scales and competency definitions across all ClickUp forms for a given evaluation type. This makes results easier to compare and less subjective.
Keep Questions Clear and Focused
Base your questions on the examples from the original evaluation templates and avoid ambiguous wording. Group questions by theme so reviewers can move quickly through the form.
Schedule Regular Review Cycles in ClickUp
Create recurring tasks or reminders to trigger evaluations at set intervals, such as quarterly or at project close. This keeps data up to date and reliable.
Connect Evaluations to Action Items
Use tasks and subtasks in ClickUp to capture development actions, follow-up meetings, or process improvements identified in the evaluations. Link these tasks back to the original evaluation record.
Where to Learn More
To dive deeper into the sample layouts behind these steps, revisit the original article on evaluation form templates. For additional guidance on optimizing workflows and tools around evaluation processes, you can also check expert resources like Consultevo.
By combining these templates with the form, custom field, and automation features in ClickUp, you can build a consistent, trackable evaluation system for employees, projects, and training programs.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
“`
