How to Run Mid-Year Reviews in ClickUp
Running a structured mid-year performance review in ClickUp helps you track goals, document feedback, and align your team for the rest of the year. This guide walks you through a practical, repeatable workflow you can set up in a few minutes.
Why Use ClickUp for Mid-Year Reviews
A mid-year review checks progress against annual goals, identifies roadblocks, and resets priorities. Using ClickUp for this process keeps everything in one workspace instead of scattered docs and emails.
With the right setup, you can:
- Turn high-level goals into measurable targets
- Collect self-reviews and manager feedback in one place
- Use templates to standardize reviews across teams
- Visualize progress with dashboards and reports
The steps below adapt the ideas from the ClickUp mid-year review templates article into a hands-on how-to process.
Step 1: Define Your Review Framework in ClickUp
Before you build anything in ClickUp, decide what you want to evaluate. Most teams cover three core areas:
- Goal progress and key results
- Role responsibilities and competencies
- Career development and future objectives
Translate this framework into a consistent structure that every review will follow.
Set Up a Dedicated ClickUp Space
Create a dedicated Space or Folder just for performance reviews so data is easy to find and secure.
- Create a Space named something like Performance & Reviews.
- Add a Folder called Mid-Year Reviews YYYY.
- Set permissions so only managers, HR, and the relevant employee can access each review.
Decide on Review Sections
Use lists or tasks in ClickUp to represent each section of the review. Common sections are:
- Self-Assessment
- Manager Review
- Goal Progress
- Development Plan
Each of these sections will become part of your mid-year review template.
Step 2: Create a Mid-Year Review List in ClickUp
Next, turn your framework into a dedicated List that will hold all review tasks for the cycle.
- In your Mid-Year Reviews Folder, create a List named after the year and cycle, such as Mid-Year 2026 Reviews.
- Use Custom Fields in ClickUp to capture structured information for every review.
Recommended Custom Fields in ClickUp
- Employee Name (Text)
- Manager (Text or User field)
- Department (Dropdown)
- Role Level (Dropdown)
- Overall Rating (Dropdown or Number)
- Status (Not Started, In Progress, Awaiting Manager, Completed)
These fields make it easy to filter and report on progress across all reviews.
Step 3: Build a Mid-Year Review Task Template in ClickUp
A task template in ClickUp lets you standardize every mid-year review so employees and managers follow the same structure.
- In your Mid-Year 2026 Reviews List, create a new task called Mid-Year Review Template.
- Add sections to the task description for each review area.
Example Mid-Year Review Outline in ClickUp
In the task description, add headings and prompts such as:
- 1. Self-Assessment
- What were your top three accomplishments in the first half of the year?
- Which goals are on track, at risk, or off track?
- Where do you feel you added the most value?
- 2. Goal Progress
- List major goals and describe progress so far.
- Note blockers, dependencies, and support needed.
- 3. Manager Feedback
- Strengths demonstrated in the last six months.
- Areas for improvement with specific examples.
- 4. Development & Second-Half Plan
- Skills to build in the next six months.
- Training, coaching, or projects that will help.
Then save this task as a template in ClickUp so you can reuse it for each employee.
How to Save the Template in ClickUp
- Open the Mid-Year Review Template task.
- Click the ellipsis (more options) in the task view.
- Select Save as Template.
- Name it clearly, like Mid-Year Review – Standard.
- Include the Custom Fields and description in the template.
Step 4: Turn Annual Goals into ClickUp Goals
Mid-year reviews are much easier when annual goals are already structured as measurable ClickUp Goals.
- Open the Goals section in your Workspace.
- Create a Goal for each employee or team, aligned with company objectives.
- Add Key Results tied to specific metrics or deliverables.
Link Tasks and Goals in ClickUp
To make the review data-driven:
- Attach related tasks to each Key Result.
- Use measurable targets (like numbers, percentages, or true/false milestones).
- Update progress regularly so mid-year review data is real-time.
During the review meeting, open the relevant ClickUp Goals to discuss progress rather than guessing from memory.
Step 5: Assign and Run Individual Reviews in ClickUp
With templates and goals ready, you can now roll out the mid-year review cycle.
Create Review Tasks from the ClickUp Template
- For each employee, create a new task in the Mid-Year 2026 Reviews List using the Mid-Year Review – Standard template.
- Name the task clearly, such as Mid-Year Review – Alex Johnson.
- Set the task Assignee to the employee for the self-review phase.
- Add the manager as a watcher or secondary assignee.
Recommended Workflow Statuses in ClickUp
Use a simple Status workflow to show exactly where each review stands:
- Not Started – Task created, employee not begun.
- Self-Review In Progress – Employee filling out their section.
- Awaiting Manager Review – Employee completed; manager now reviews.
- Meeting Scheduled – Review meeting on the calendar.
- Completed – Discussion finished and notes captured.
Update status as you move through the process to keep HR and leadership informed.
Step 6: Use ClickUp Views and Dashboards for Tracking
Views and dashboards in ClickUp help you see the entire mid-year review program at a glance.
Create Review Tracking Views in ClickUp
- List View – Show all reviews with columns for Employee, Manager, Department, and Status.
- Board View – Kanban-style view by Status to see reviews moving from Not Started to Completed.
- Calendar View – Show due dates and review meeting dates.
Build a Mid-Year Review Dashboard in ClickUp
For HR and leadership, create a dashboard with:
- Number of reviews by Status
- Average overall rating (if you use numeric ratings)
- Reviews by department
- Upcoming due dates to watch
This makes it simple to spot bottlenecks and ensure on-time completion.
Step 7: Capture Outcomes and Plan the Second Half
The mid-year review is only valuable if it leads to clear commitments for the rest of the year. Use your ClickUp tasks and goals to document decisions.
Log Final Notes in ClickUp
- Summarize key discussion points in a final comment or description section.
- Record final ratings or overall outcomes using Custom Fields.
- Attach any supporting documents, such as performance evidence or training plans.
Create Action Items for the Next Six Months
Turn commitments into concrete tasks in ClickUp:
- Create follow-up tasks for new projects or responsibilities.
- Add learning or training tasks with due dates.
- Adjust ClickUp Goals and Key Results based on updated priorities.
Assign each action item to the right owner so progress carries beyond the meeting.
Improve Your Review Process Over Time
After each review cycle, refine your workflow in ClickUp based on feedback from managers and employees.
- Update your mid-year review template questions.
- Adjust Custom Fields and statuses to reduce friction.
- Improve dashboards and reports to show more useful insights.
If you want help optimizing your workspace or broader performance workflows, you can explore consulting services from Consultevo and adapt their best practices into your setup.
By setting up a structured process in ClickUp, you turn mid-year reviews into a focused, data-informed conversation that guides performance, development, and alignment for the rest of the year.
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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