Document approval screenshot

Performance review template

Standardize the performance review process.

Use template
best for


key features

Task planning


Pipeline management

What is a performance review template?

The performance review template helps standardize the performance review process for supervisors and employees.

What does the performance review template include?


The Board view provides a Kanban-style visualization of your working process and the status of each task. This allows you to track, organize, and prioritize tasks across columns that represent your workflow.

Backlog screenshot


The List view sorts all your project’s work into a single list that can be quickly scanned and sorted by field. You can also use the list to add, edit, and view tasks in your project.

JWM List view


The Calendar view helps you visualize and plan work. It makes it easy to see when tasks are due and get a quick glance at the next few weeks and months.

Calendar screenshot


Get a high-level overview of your project's progress, priorities, activities, workload and more in the Summary view. Access a range of pre-configured reports that show statistics for people, projects, tasks, and more.

Timeline view


Use no-code or custom automation rules to support important and frequent actions in your processes, so you don’t miss a single step.

Timeline view
Clipboard list

Performance tracking

Track each employee from first conversation to last to refine the performance review system and help employees feel seen.

Collaborative ideas

Streamlined employee experience

Keep details as private as you need by managing your project’s permissions. Use the timeline to prepare employees for upcoming cycles.

Message bubbles

Built-in organization

Collect employee information, track discussions, and gather peer feedback for informed conversations — all in one place.

How to get started with the performance review template

This template uses Jira to help your team manage the performance review process.

1. Add tasks to your team’s list

You can choose whether to use the list, board, or calendar view to add tasks to your workflow. Keep it simple or get as granular as you want with attachments, priorities, labels, and more.

2. Add start and due dates

You can set start dates and due dates to your tasks. This gives you visibility over work on your calendar and timeline, ensuring no work slips through the cracks.

3. Prioritize and organize

You can quickly sort your list by priority to stay on top of your most important tasks.

4. Automate work

Wherever possible, let the robots do the work. Set up simple no-code automations to keep work aligned, create reminders, and connect tools like Microsoft Teams, Slack, and more.

Ready to use this template?

Use template
bg image