Streamline your intake process with Form view. Build beautiful forms to collect information and create tasks in ClickUp!
Using our Free Forever Plan? Form View is a paid plan feature. Contact us to start a free trial with a paid plan today!
How to add a Form View
Open your desired Space, Folder, or List
Add a new view with the
Note: Creating a Form view on a List will use that List as the destination. Creating a form on a Folder or Space will prompt you to select a List.
Building a Form
Give your form a name and description
Drag any field in the left panel into your form
Rename any field by clicking on its title
Note: This will only affect the public view and will not change the actual custom field's name
Teams on the Business Plan are able to customize the text shown when a user completes the form
Supported Field Types
Note: Form views can use existing Custom Fields from anywhere in your Workspace! Once a Custom Field is added to a form it is automatically added to the Space, Folder, or List where the Form view lives.
Customize your Form submissions with additional options, like hidden fields, automatically assigning submissions to someone in your Workspace, and even add your company branding!
Note: Field options are only available on our Business Plan.
Do you already know your respondent’s name, email, or other information? With Hidden fields, you can feed this right into your Form so respondents can skip filling out this information.
Simply mark any email, text, URL, and number fields as hidden and they will be captured through your unique URL or embed code.
Add Form Label/Response to Task Description
In addition to displaying a label and response as a custom field, you can add the information into the task description! This adds more visibility and is useful for search as well as handling a high volume of forms when you need to merge similar requests together.
Configuring a Form
The configurations panel can be toggled on and off using the cogwheel in the top right corner.
Note: Except where noted below, configuration options are only available on our Business Plan. Contact us to start a free trial to take your forms to the next level!
Configuration options include:
List to save tasks: Select which List you want your responses to go to. This option is only available when you create a form at the Folder or Space level. Responses can only be saved in a List that exists within that Folder or Space.
Note: This configuration option is also available on the Unlimited Plan.
Task template: Choose a default template to use with each form submission. With this, any fields that are filled out using the form will be inherited from the template that you choose.
Assignee: Choose the default Assignees for each form submission
Redirect URL: Option to redirect a user to a URL instead of showing the response message
Avatar: Upload an image to include at the top of your form
Note: You can upload an image up to 1 GB in size. Your image will be scaled to fit the form
Theme: Customize to match your brand!
Primary color: Choose what color you want buttons to be
ClickUp branding: Use ClickUp branding on public forms
Add all answers to the description of task: Include all responses in a task description
Keep fields full-width: Maintain full-width drop-downs when publishing
Add reCAPTCHA to form: Protect your form from fraud and abuse!
Toggle between editing and viewing your form with the preview switch at the top of your form editor. You can even submit the form from the preview modal for quick testing!
Sharing, Embedding, & Exporting Forms
Easily share your forms with anyone by copying the direct link and sharing it with them.
You may also build the form into a page via the HTML code through the
EMBED CODE section.
Note: For security reasons, the redirect URL will not work on an embedded form.
Separate the tasks generated by a form from other tasks you're working on with the Form view export button. In one click you can download just the form results as a CSV file!
Active Toggle Option
In the upper right hand corner of your form, you'll find the option to toggle on/off whether you'd like your form to be active!
Toggled on: This automatically shares the Form view publicly via web
Toggled off: The Form view is no longer shared publicly via web
Have suggestions? Let us know on our feedback board.
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