How to Use ClickUp for Employee Recognition

ClickUp can power a complete employee recognition system by combining tasks, Docs, Forms, and Dashboards so you can consistently celebrate wins and boost engagement.

This how-to guide walks you through building a simple, scalable recognition workflow using features inspired by the employee recognition ideas described in the ClickUp employee recognition software guide.

Why Build Employee Recognition in ClickUp

Before you design your process, it helps to understand why a recognition workflow in ClickUp is so effective for people leaders and HR teams.

Centralizes praise, feedback, and rewards in one workspace
Makes recognition visible across teams and leadership
Connects recognition directly to goals, projects, and performance
Supports remote, hybrid, and in-office recognition ceremonies
Gives you measurable data for engagement and morale

Plan Your ClickUp Recognition Structure

Start by deciding how you want to organize your recognition program inside ClickUp so it is easy for everyone to use.

Define goals for your ClickUp recognition space

Clarify what you want your process to accomplish so you can configure ClickUp Lists and views the right way.

Increase frequency of peer-to-peer recognition
Highlight core values in day-to-day work
Support manager feedback with specific examples
Capture stories for reviews, promotions, and awards

Document these goals in a ClickUp Doc and share it with managers and HR, so expectations are aligned from day one.

Choose where recognition lives in ClickUp

Decide which level is best suited for your recognition hub.

Workspace level: One company-wide recognition solution for all departments
Space level: Dedicated HR or People space with one or more recognition Folders
Folder level: A folder called “Employee Recognition” containing multiple Lists (shout-outs, nominations, rewards)

Many teams create a Space or Folder in ClickUp for People Operations and then keep all recognition workflows together for consistency.

Create a ClickUp List for Recognition Shout-Outs

The core of your employee recognition process in ClickUp is a List that stores each shout-out, nomination, or celebration as a task.

Step 1: Set up a recognition List in ClickUp

Create a new Space or Folder for People, Culture, or HR if you do not already have one.
Click + New List and name it something like “Employee Shout-Outs” or “Recognition Wall.”
Add a short List description explaining how the team should use it.

This List acts as your central timeline for kudos, milestones, and awards.

Step 2: Build custom fields for richer ClickUp recognition data

Use custom fields so every recognition task includes meaningful details you can filter and report on later.

Person Recognized (User field)
Department or Team (Dropdown)
Type of Recognition (Dropdown: Peer, Manager, Leadership, Customer Feedback)
Company Value Demonstrated (Dropdown aligned to your values)
Reward Type (Dropdown: Gift card, Time off, Public shout-out, Certificate)
Points (Number field if you use a points system)

Custom fields help you understand who is being recognized, how often, and for what behaviors.

Step 3: Design statuses for your ClickUp recognition workflow

Statuses turn each recognition task into a simple workflow your HR team and managers can follow.

New – A recognition entry has just been submitted
Under Review – HR or leadership is verifying details or assigning a reward
Approved – Recognition is confirmed and ready to announce
Rewarded – Any promised reward or prize has been delivered
Archived – Historic recognition items kept for records and performance reviews

You can adjust these statuses to match your internal approval and reward process.

Collect Recognition Using ClickUp Forms

To make recognition easy for everyone, use a ClickUp Form that creates a task in your recognition List whenever someone submits a shout-out.

Step 4: Build a ClickUp Form for nominations

Open your recognition List and add a Form view.
Add fields for: person recognized, message, company value, and department.
Map each Form field to the appropriate custom field or task description in ClickUp.
Customize the Form design with your logo and a brief explanation of how it works.
Share the Form link in Slack, Teams, email, or your intranet so employees can submit recognition anytime.

This ensures all recognition data flows into your ClickUp List with consistent structure.

Step 5: Automate recognition workflows in ClickUp

Use automation in ClickUp so your HR team does not have to manually handle every step.

Notify managers when a team member is recognized
Auto-assign recognition tasks to HR or People Ops
Change status when a task is created from a Form
Add tags like “Quarterly Award Candidate” based on points or type of recognition

These automations keep your recognition system organized and timely, even as participation grows.

Share Wins with ClickUp Views and Docs

Recognition only drives engagement when people can see it. Use different views and Docs in ClickUp to make wins visible across the company.

Step 6: Create a public recognition board in ClickUp

Turn your List into a board that feels like a digital celebration wall.

Create a Board view grouped by Status or Company Value.
Show essential custom fields like person recognized, team, and points.
Sort by creation date so the latest celebrations stay on top.
Share the view with the entire Workspace or specific teams.

This view gives everyone a quick way to browse recent kudos and see cross-functional achievements captured in ClickUp.

Step 7: Build a ClickUp Doc for monthly recognition recaps

A recurring recognition roundup helps leadership highlight top stories and reinforces behaviors you want to see more often.

Create a new Doc in ClickUp titled “Monthly Recognition Roundup.”
Add sections for different departments or locations.
Each month, embed or link to standout tasks from your recognition List.
Share the Doc with the entire company or present it during all-hands meetings.

This Doc doubles as a historical record of your culture and can feed into performance reviews and promotions.

Monitor Recognition Trends with ClickUp Dashboards

Dashboards help you understand how recognition activities evolve over time, so you can adjust programs and budgets accordingly.

Step 8: Build a ClickUp Dashboard for HR and leadership

Create a Dashboard and add widgets that tap into your recognition List.

Task List widget: shows latest recognition tasks by status
Pie chart widget: recognitions by department or location
Bar chart widget: recognitions by company value or reward type
Number widget: total recognitions this month vs. last month

Use these insights during leadership meetings to talk about morale, engagement campaigns, and the impact of your ClickUp recognition system.

Best Practices to Keep ClickUp Recognition Engaging

Once your recognition workflow is live, keep it active and meaningful with a few simple practices.

Promote the Form link regularly in team channels and meetings
Encourage managers to give specific, behavior-based praise
Include recognition in one-on-ones and team retrospectives
Highlight top recognitions during all-hands meetings
Connect major wins to rewards or development opportunities

Revisit your ClickUp custom fields, statuses, and automation every quarter to align with new company priorities.

Scale Your ClickUp Recognition System

As participation grows, you can extend your recognition process in ClickUp to support more structured programs.

Add separate Lists for awards, nominations, and anniversaries
Create templates for “Employee of the Month” or “Project Milestone” tasks
Use recurring tasks to remind managers to submit recognition
Integrate with communication tools so shout-outs are automatically shared in public channels

If you want expert help designing a scalable ClickUp setup for HR, performance, and recognition, you can partner with consultants such as Consultevo to refine your structure and automation.

Start Building Recognition in ClickUp Today

By creating a dedicated recognition List, configuring custom fields, using Forms for easy submissions, and visualizing results with views and Dashboards, you can turn ClickUp into a powerful employee recognition hub that reinforces your culture and celebrates the work that matters most.

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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