How to Use ClickUp Client Information Forms
ClickUp makes it simple to collect, organize, and track client information in one workspace. By turning form submissions into tasks, you can build repeatable systems for onboarding, project intake, and account management with almost no manual data entry.
This step-by-step guide explains how to set up client information forms based on the templates described in the official ClickUp client information form templates overview.
Why Use ClickUp for Client Information Forms
Client information forms help you gather consistent data before starting any work. When you manage them in ClickUp, you keep everything connected to tasks, timelines, and documentation.
Using forms in your workspace allows you to:
- Standardize the questions you ask every new client
- Reduce back-and-forth email chains and missing details
- Store all submissions as tasks with structured fields
- Trigger automations the moment a form is submitted
- Share forms securely via links or website embeds
Instead of juggling documents, you keep all information in one place, mapped to projects, lists, and assignees.
Plan Your ClickUp Client Information Workflow
Before building forms, clarify what information you need to collect and how it should move through your team’s workflow.
Define Your Client Information Goals
Outline what each ClickUp form will achieve. For example:
- New client onboarding for long-term projects
- Single-project brief for one-off work
- Support or service request intake
- Marketing, design, or development requirements
Each goal may require a separate form and a dedicated list or folder in your workspace.
Map the Data You Need to Collect
List all the information needed to start work without delays. Typical fields include:
- Contact details and stakeholder list
- Business overview and target audience
- Project scope, goals, and timelines
- Budget ranges or constraints
- Access credentials or assets (shared securely)
Later, you will convert these items into form questions and custom fields in ClickUp.
Choose the Right ClickUp Client Form Template
The source article highlights several types of client information form templates you can adapt inside ClickUp. Select the one that best fits your use case and then customize it.
New Client Onboarding Form
Use this type of form when starting long-term relationships. The template usually covers:
- Basic company and contact information
- Business objectives and success metrics
- Existing tools and processes
- Decision makers and communication preferences
Set your ClickUp space or folder so each submission becomes a dedicated client task or parent task with subtasks for onboarding steps.
Project Intake Form
For one-off projects or internal requests, a project intake form typically gathers:
- Project name and high-level description
- Required deliverables and formats
- Deadlines and milestones
- Dependencies and available resources
In ClickUp, map each response to custom fields such as priority, due date, or type of request, so your team can triage faster.
Service Request or Support Form
If you offer ongoing services, a support-style ClickUp form lets clients submit structured tickets. Capture details like:
- Type of issue or request category
- Impact and urgency
- Screenshots or file attachments
- Links to affected accounts or pages
Route each submission into a support list where your team works from a queue-style view.
How to Build a Client Form in ClickUp
Once you know your workflow and template type, build the actual form inside a ClickUp space or folder.
Step 1: Create or Open the Target List
- Log into ClickUp and navigate to the space or folder where you want client tasks to live.
- Create a new list (for example, “Client Intake” or “Project Requests”) or open an existing list used for incoming work.
- Confirm the list has all the custom fields you plan to map to form questions.
Step 2: Add a Form View in ClickUp
- In the list, click the + View button.
- Select Form as the view type.
- Give the view a clear name, such as “Client Information Form.”
- Decide whether the form should be public, internal, or shared only with specific people.
This creates a dedicated ClickUp form view tied directly to your list of client tasks.
Step 3: Add and Configure Form Fields
Next, build the questions your clients will answer.
- Drag standard fields such as Short answer, Email, Phone, Dropdown, or Checkbox into the form.
- Map relevant fields to existing custom fields so data stays structured.
- Mark critical fields as required to avoid missing details.
- Group related questions with headings or descriptions to make the form easy to follow.
Always review the client experience to ensure your ClickUp form feels simple, short, and clear.
Step 4: Customize Task Creation Settings
Each submission becomes a task in your list. Configure how tasks are created:
- Set a default assignee or use a round-robin system if available.
- Apply a default status for new entries, like “New” or “To Review.”
- Use form responses to populate task names, priorities, and due dates.
- Attach templates to new tasks so they automatically include subtasks or checklists.
This ensures every new client or project coming through the ClickUp form enters a consistent workflow.
Step 5: Share or Embed Your ClickUp Form
Once configured, share the form so clients can access it easily.
- Copy the public form link and send it via email or chat.
- Embed the form on your website or client portal.
- Add the link to welcome emails or onboarding sequences.
Make sure you test the form from a client’s perspective and confirm the resulting tasks look correct inside your ClickUp list.
Optimize Your ClickUp Client Forms Over Time
After you start receiving submissions, refine your forms to match real-world needs and improve data quality.
Review Submissions and Task Quality
Look at recent tasks created from the ClickUp form and identify patterns such as:
- Fields that are often left blank or misunderstood
- Information you still need to request manually
- Overly long or complex questions
- Missing options in dropdowns or checklists
Adjust the form to fill gaps and remove friction.
Use ClickUp Automations with Forms
Automations connect client data to your internal processes. You can configure ClickUp so that when a task is created from a form:
- It moves into a specific status, such as “Needs Scoping.”
- A project manager or account owner is assigned automatically.
- A comment is added with internal instructions.
- Subtasks are generated to guide onboarding or discovery.
With the right automations, your team can respond faster to every new client or request.
Standardize Communication with Templates
Combine ClickUp forms with email or document templates for a consistent client experience. For example:
- Send a welcome message after the initial form submission.
- Share a clear timeline once the project intake form is complete.
- Provide links to shared folders or knowledge bases.
External resources like Consultevo can help you design broader systems around your forms, including SOPs, reporting, and automation strategies.
Next Steps: Explore Official ClickUp Templates
To deepen your setup, review the detailed breakdown of client information form templates in the official resource at ClickUp’s blog on client information form templates. There you will find example structures, question ideas, and additional ways to tailor forms to your specific industry and service model.
By following these steps and iterating over time, you can turn ClickUp into a reliable client information hub that feeds directly into your task management and project delivery workflows.
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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