How to Run Performance Reviews in ClickUp

ClickUp can centralize your entire performance review process so you move from stressful, once-a-year meetings to an organized, ongoing feedback system that is easy to manage and track.

This how-to guide walks you through structuring reviews, capturing the right data, and turning conversations into measurable, actionable work.

Why Use ClickUp for Performance Reviews

Traditional reviews often rely on scattered documents and vague notes. With a workspace like ClickUp, you can link goals, tasks, and feedback in one place and keep your team aligned all year.

Using a dedicated workspace for reviews helps you:

• Standardize feedback across managers and teams
• Connect day-to-day work to long-term goals
• Track improvements with clear, visible metrics
• Document achievements and development needs

The examples and structure in this guide are inspired by the performance review breakdown in the original article at this resource.

Step 1: Plan Your Review Framework in ClickUp

Before creating tasks or templates, define the review framework you want to run inside your workspace. This structure will guide what you build.

Define Core Review Categories

Decide the main areas you will evaluate. Common categories include:

• Job performance and results
• Collaboration and teamwork
• Communication
• Problem-solving and creativity
• Leadership or growth potential

Each of these categories can become custom fields, list sections, or checklist items in your ClickUp review tasks.

Decide on Review Frequency

Performance reviews work best when they are regular. Use your workspace to schedule a repeatable rhythm such as:

• Quarterly formal reviews
• Monthly one-on-ones
• Mid-year and annual reviews

Knowing your cadence will help you set up recurring tasks and reminders later.

Step 2: Create a Performance Review Space in ClickUp

Next, give your review process a home so it does not get mixed with day-to-day project work.

Set Up a Dedicated Space

Create a Space named something like “Performance Reviews” or “People Operations.” Within that Space, create folders such as:

• Quarterly Reviews
• Annual Reviews
• Probation or New Hire Reviews

Each folder will then hold lists for specific teams or departments.

Create Lists for Each Team

Inside your Space, add lists for groups like:

• Marketing Team Reviews
• Engineering Team Reviews
• Customer Support Reviews

Every person on the team can have at least one review task per cycle within the appropriate list. This structure keeps records organized and searchable.

Step 3: Build a ClickUp Review Task Template

A task template saves you from rebuilding the same structure every review period and keeps feedback consistent across the company.

Design the Core Task

Create one task that will serve as your template, then add:

• Title format: “Performance Review – [Employee Name] – [Quarter/Year]”
• Assignee: Manager or reviewer
• Watchers: Employee, HR partner, or leadership as needed
• Due date: Final meeting or review deadline

This task becomes the central container for all review notes, attachments, and linked goals.

Add Custom Fields for Ratings

Custom fields make reviews objective and easy to compare over time. Helpful fields include:

• Overall performance rating (1–5 scale)
• Role-specific competency rating
• Collaboration score
• Communication score
• Growth and development score

These structured ratings turn qualitative feedback into data you can review across a team or entire company.

Use Checklists for Review Sections

Break down the review into small, repeatable components using checklists like:

• Pre-review preparation (collect metrics, gather peer feedback)
• During-review discussion points (goals, wins, challenges)
• Post-review follow-ups (document action items, confirm next steps)

This checklist-driven approach ensures every manager follows the same process in ClickUp.

Step 4: Capture Performance Data in ClickUp

A strong review draws on work evidence, not just memory. Your workspace becomes a record of real projects, tasks, and results.

Link Day-to-Day Tasks to Review Tasks

Within the review task, use relationships to connect:

• Key projects the person led or contributed to
• Client or stakeholder tasks that show impact
• Tasks tagged with “Milestone” or “High Priority”

These links allow both manager and employee to quickly open task histories, comments, and attachments during the conversation.

Use Goals for Measurable Outcomes

Set measurable goals for each person and connect them to the review cycle. For example:

• Increase qualified leads by 20% this quarter
• Reduce bug backlog by 30%
• Maintain customer satisfaction above 4.5/5

Each goal can have targets and key results. At review time, you track progress directly against those numbers rather than relying on impressions.

Step 5: Run the Review Meeting with ClickUp

Once you have your task, data, and structure, you can run the actual meeting using your workspace as the shared source of truth.

Prepare Manager and Employee Notes

Before the meeting, add sections in the task description such as:

• Employee self-assessment
• Manager feedback
• Key accomplishments
• Areas for improvement

Ask the employee to complete their section in advance. The manager can then respond inside the same task, so both parties review the content before they meet.

Use the Task as Your Agenda

During the conversation, open the review task and work through it like an agenda:

1. Review goals and metrics
2. Discuss major wins and contributions
3. Talk about challenges and roadblocks
4. Agree on development focus areas
5. Document next steps and timelines

Make live updates in the task so that the final record reflects the actual discussion.

Step 6: Turn Feedback into Action Items in ClickUp

Feedback only matters if it leads to action. Use your workspace to turn talk into trackable tasks.

Create Follow-Up Tasks from the Review

Inside or linked to the review task, create follow-up tasks for items like:

• Training courses or certifications
• Shadowing or mentoring opportunities
• Process improvements the person will lead
• New responsibilities or stretch projects

Assign owners, due dates, and priorities so progress is easy to monitor.

Set Reminders and Recurring Check-Ins

To keep improvements on track, schedule:

• Monthly one-on-one tasks
• Quarterly progress reviews
• Mid-cycle goal check-ins

Using reminders, your workspace helps managers keep development conversations frequent and focused, rather than waiting for the next annual review.

Step 7: Standardize and Scale Your ClickUp Review System

Once your process works for one team, you can scale it across the whole company.

Save Your Review Task as a Template

Convert your perfected review task into a task template and share it with HR and managers. Standard elements might include:

• Preset custom fields and rating scales
• Guided questions in the description
• Checklists for preparation and follow-up
• Suggested tags like “Quarterly Review” or “Annual Review”

This consistency makes it easier to analyze results across teams and over time.

Analyze Trends Across Reviews

Use reporting views and filters to see:

• Average ratings by team or role
• Common development themes
• Goal completion rates by cycle

These insights help HR and leadership refine training, hiring, and role design based on actual performance trends.

Additional Resources to Improve Your ClickUp Review Process

To deepen your approach to performance management and workspace setup, you can explore expert resources such as Consultevo for guidance on process optimization, change management, and tooling strategy.

To see the review categories and example phrases that inspired this how-to guide, review the detailed breakdown in the original article on performance review examples at this page.

Putting It All Together in ClickUp

By planning a clear framework, building a dedicated review Space, creating reusable task templates, and tying everyday work to measurable goals, you can run performance reviews that are fair, data-driven, and easy to repeat.

This structured approach turns your workspace into a continuous performance hub, where feedback, recognition, and growth plans live side by side with the work your team delivers every day.

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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