Year in Review

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This template will help you plan and review your year, allowing you to look back on all the important milestones you reached during the last 12 months.

At the end of every year, it's important to reflect on what you've achieved — and what you can improve on. With ClickUp's Year In Review Template, you can do just that! This easy-to-use template offers powerful insights into performance, progress and success over the course of a year.

ClickUp’s Year in Review Template helps you:

  • Track projects and tasks completed throughout the year
  • Analyze team productivity with key metrics
  • Identify areas for improvement and plan how to reach new goals

Whether you're reflecting solo or with your team, this template will help make sure that next year is even more successful than the last!

Benefits of a Year in Review Template

A Year in Review template can be an invaluable tool for tracking and reflecting on the successes and challenges of the past year. It can help you:

  • Reflect on the past year and set specific goals for the upcoming year
  • Gain clarity on what you achieved and what you need to work on
  • Stay organized and focused on personal and professional growth
  • Identify areas of improvement and develop an action plan

Main Elements of a Year in Review Template

ClickUp's Year in Review Template is designed to help you reflect on all the progress and accomplishments you made over the past year. This Doc template includes:

  • Custom Statuses: Create tasks with custom statuses to keep track of progress and accomplishments over the past year
  • Custom Fields: Categorize and add attributes to manage your year in review tasks and easily visualize all of your progress
  • Custom Views: Start with this Doc template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
  • Project Management: Improve year in review tracking with comment reactions, tags, automations, and more

How to Use a Year in Review Template

The end of the year is a good time to reflect on what you accomplished in the past twelve months and set new goals for the upcoming year. By taking the time to do a year-in-review, you can look back on what worked, what didn't, and plan for a successful year ahead. Here are some steps to help you get started:

1. Brainstorm Significant Moments

Spend some time thinking about all the moments, big and small, that occurred over the last year. This could include things like a promotion, a milestone in a project, or even just a fun vacation you took with your family.

Create a Doc in ClickUp to brainstorm and record memorable moments throughout the year.

2. List Accomplishments

Write down all the projects, goals, and tasks that you've completed over the past year. This list will help remind you of all the work you put in and the progress you've made since the start of the year.

Create goals in ClickUp to track what you've accomplished throughout the year.

3. Reflect and Evaluate

Take some time to really reflect on the past year and think about what you would like to do differently in the next year. What went well? What could have been improved? What do you want to focus on in the upcoming year.

Use Gantt chart views in ClickUp to track progress and evaluate performance over the course of the year.

4. Set Goals

Now that you’ve taken the time to reflect on the past year, you’ll be in a better position to set meaningful goals for the upcoming year. Take some time to plan out what you would like to accomplish and set yourself up for success.

Create milestones in ClickUp to set and track goals for the upcoming year.

Get Started with ClickUp's Year in Review Template

Individuals and organizations can use this Year in Review Template to help everyone stay on the same page when it comes to gathering data, tracking progress, and reflecting on successes.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to create a comprehensive year in review:

  • Create a project for each year in review goal
  • Assign tasks to team members and designate a timeline
  • Collaborate with stakeholders to brainstorm ideas and create content
  • Organize tasks into categories to keep track of progress
  • Set up notifications to stay up-to-date on progress
  • Hold regular meetings to discuss progress and any issues
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Year in Review Template Today

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