How to Collect Employee Training Feedback in ClickUp

Using ClickUp to collect employee training feedback helps you organize responses, spot patterns, and improve every learning experience without juggling multiple tools.

This step-by-step guide shows you how to turn the approach outlined in the ClickUp training feedback article into a practical workflow you can implement today.

Why Manage Training Feedback in ClickUp

When employee feedback is scattered across emails, spreadsheets, and chat threads, you lose valuable insights. Centralizing everything in ClickUp keeps your data structured and easy to analyze.

Managing feedback in one workspace lets you:

• Standardize training evaluation questions
• Compare results across teams, trainers, and time periods
• Trigger follow-up tasks based on feedback scores
• Share clear reports with HR, L&D, and leadership

Step 1: Plan Your Training Feedback Workflow in ClickUp

Before building anything in ClickUp, clarify how feedback should move through your process.

Define Your Feedback Objectives

Start by listing the goals for your training feedback program. Common objectives include:

• Measuring learner satisfaction and engagement
• Tracking knowledge retention and skills improvement
• Identifying confusing modules, tools, or instructors
• Prioritizing updates to course content

Once you understand your goals, you can structure ClickUp tasks, fields, and views to support them.

Choose a Structure in ClickUp

Next, decide how you will organize training feedback inside ClickUp. A simple structure might look like this:

• Space: People or Learning & Development
• Folder: Training Programs
• List: Employee Training Feedback

Each training session, course, or cohort can become a task, with individual responses captured through custom fields, forms, or subtasks.

Step 2: Build a Training Feedback List in ClickUp

With your structure defined, set up a dedicated list for feedback inside ClickUp.

Create the Feedback List

1. In your chosen Space, click + New Folder (if needed).
2. Create a Training Programs folder.
3. Inside the folder, click + New List and name it Employee Training Feedback.

This list becomes the hub where you manage and analyze all feedback related to your learning initiatives.

Add Custom Fields for Training Data

Use ClickUp custom fields to capture consistent information from every participant. Helpful fields include:

• Training Name (Dropdown)
• Trainer (Dropdown or Text)
• Training Date (Date)
• Overall Rating (1–5 or 1–10)
• Content Clarity Rating
• Instructor Effectiveness Rating
• Job Relevance Rating
• Open Feedback (Long Text)

Structured fields make it easier to filter, sort, and chart data in ClickUp views.

Step 3: Design a Feedback Survey Using ClickUp Forms

ClickUp Forms are ideal for gathering feedback directly from employees without requiring them to understand your internal workspace structure.

Build the Feedback Form

1. Open your Employee Training Feedback list.
2. Click + View and choose Form.
3. Drag and drop your custom fields into the form as questions.
4. Write clear, concise prompts for each field.

Use a mix of question types inspired by the source article, such as:

• Multiple choice or rating scale questions for satisfaction and effectiveness
• Open-ended questions like “What was the most valuable part of this training?”
• Questions about pacing, materials, and real-world applicability

Share the ClickUp Form With Learners

After building the form, configure how employees will access it:

• Toggle the form to Public and share the link by email or chat
• Embed the link into your LMS, intranet, or onboarding portal
• Add a QR code to presentation slides or training rooms that points to the form

Every completed form automatically creates a task in your ClickUp list, filled with the responses you need for analysis.

Step 4: Organize and Review Feedback in ClickUp Views

Once responses start arriving, use different ClickUp views to make sense of the data and highlight trends.

Use List and Table Views for Quick Scans

List and Table views let you compare training sessions and responses at a glance:

• Sort by Training Name or Trainer
• Filter by Overall Rating to find low-scoring events
• Group by Training Date to review by month or quarter

Apply saved filters so HR or L&D leaders can quickly drill into relevant feedback.

Create a ClickUp Dashboard for Training Insights

For higher-level analysis, build a dashboard that combines multiple feedback metrics.

1. Navigate to Dashboards in ClickUp.
2. Create a new dashboard titled Training Feedback.
3. Add widgets such as:

• Bar charts for average ratings by course or trainer
• Pie charts for satisfaction categories
• List widgets filtered to low-rated sessions or specific departments

This makes it simple to present feedback trends to stakeholders and justify changes to training content or delivery.

Step 5: Turn Feedback Into Actionable Tasks in ClickUp

Collecting feedback is only valuable if it leads to improvements. Use ClickUp automations to convert insights into clear next steps.

Set Up Automations Based on Ratings

Use automations so that specific ratings or comments trigger follow-up actions. For example:

• If Overall Rating is below a set threshold, automatically assign a task to the training owner to review feedback.
• If a respondent selects “would not recommend,” create a high-priority task for investigation.
• Tag tasks with labels such as Content Update, Instructor Coaching, or Process Issue.

These automations ensure that no critical feedback is overlooked.

Create Improvement Tasks Directly From Feedback

From each feedback task, you can:

• Convert specific comments into subtasks (e.g., “Update slide deck for Module 3”).
• Assign subtasks to instructional designers or trainers.
• Set due dates aligned with the next training cycle.

This keeps your continuous improvement process transparent and trackable within ClickUp.

Step 6: Standardize With Training Feedback Templates in ClickUp

Once you have a reliable process, save it as a reusable template so every new program uses the same structure.

Create a Feedback Process Template

1. Open your fully configured Employee Training Feedback list.
2. Click the list settings menu and select Save as Template.
3. Name the template and include custom fields, views, and automations.

Now, whenever you launch a new training series, you can spin up a consistent feedback system in ClickUp with a few clicks.

Reuse Forms and Dashboards

You can also save ClickUp forms and dashboards as templates to keep your questions, charts, and filters aligned across programs and departments.

Step 7: Communicate Results and Close the Feedback Loop in ClickUp

Employees are more likely to keep sharing feedback if they see it leads to real change.

Share Feedback Summaries

Use your ClickUp dashboards or views to prepare short summaries, including:

• Key strengths of recent training sessions
• Top improvement areas
• Planned changes for upcoming cohorts

Share these insights in all-hands meetings, email recaps, or internal updates so employees understand how their input is shaping training.

Track Long-Term Training Impact

Combine your training feedback data in ClickUp with other performance indicators such as:

• Onboarding completion times
• Quality or error metrics
• Employee engagement or retention scores

Over time, this helps you connect specific training improvements to business outcomes.

Get Expert Help Optimizing ClickUp for Training

If you want outside support to design scalable, data-driven workflows, consider working with a specialist. For example, Consultevo helps teams architect ClickUp setups that turn everyday processes, like training feedback, into streamlined and report-ready systems.

Start Improving Training Feedback With ClickUp Today

Centralizing employee training feedback in ClickUp gives you a clear, repeatable way to collect responses, analyze results, and act on insights. By combining forms, custom fields, dashboards, and automations, you can build a feedback engine that continuously upgrades your training programs and supports better performance across your organization.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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