Create Forms in ClickUp

Forms in ClickUp let you collect structured information from anyone and instantly turn responses into tasks. Whether you are gathering requests from clients or internal teams, Forms provide a simple, consistent way to capture details without giving people full access to your workspace.

This guide explains how to create, customize, share, and access Forms so you can manage submissions efficiently and keep your workflows organized.

What are ClickUp Forms?

A Form in ClickUp is a shareable questionnaire or intake page that automatically creates a task for every submission. Each response can populate task fields, assignees, due dates, and other important details so your team can start working without manual data entry.

Forms are useful when you want to:

Standardize how requests are submitted.
Capture all required info before work starts.
Allow people outside your Workspace to submit tasks.
Reduce back-and-forth messages for clarifications.

You can access and manage Forms directly from a List or view, making them easy to maintain as your processes evolve.

Where to create Forms in ClickUp

Forms are created at the List level. Every Form you set up is tied to a specific List so new tasks created from responses appear exactly where you want them.

You can create a Form from:

The Views toolbar in a List.
The + View button when adding a new view.
The existing Form view in that List, if already created.

Each List can have multiple Forms, allowing you to support different request types or use cases under the same workflow.

How to create a Form view in ClickUp

Follow these steps to add a Form view for any List:

Open the Space, Folder, or List that will store tasks created from Form submissions.
Select the List where responses should be added.
In the views toolbar, click the + View button.
From the view options, choose Form.
Give your Form view a clear name so teammates know its purpose.
Click Add view to create the Form view.

Once created, you will see the Form editor where you can configure questions, layout, and task settings.

Customize your ClickUp Form

The Form editor lets you design the layout, questions, and behavior of your Form. You can align it with your workflows and branding while ensuring each submission becomes a useful task.

Adjust Form layout and design in ClickUp

In the Form view sidebar, you can modify the appearance and structure of your Form:

Title and description: Add a clear title and an optional description that explains who should use the Form and what happens after submission.
Page layout: Arrange fields in a single column or multi-column layout, depending on how much information you collect.
Branding options: Customize colors and other visual settings if available in your plan, helping your Form feel consistent with your brand.

These settings make Forms easier to complete and help reduce confusion for submitters.

Add and manage questions in your ClickUp Form

Questions in a Form map to fields on the resulting task. To add and configure questions:

Open the Form view editor.
Drag and drop available fields from the sidebar into the Form canvas.
Rename labels to match the language your audience uses.
Mark important fields as required so submitters cannot skip them.
Reorder fields by dragging them into the desired position.

Common field types include:

Short text for names or simple answers.
Long text for detailed descriptions.
Dropdowns and multiple choice for standardized responses.
Date and time pickers for due dates or event dates.
Email and URL fields for contact or reference details.

Control task settings for Form submissions in ClickUp

Every Form submission becomes a task in the List that hosts the Form. In the Form settings panel you can configure:

Task name format: Decide which question populates the task name or set a default naming rule.
Default assignees: Automatically assign new tasks to one or more people or teams.
Default status: Choose the initial status for new tasks created from the Form.
Tags and priority: Apply tags or a default priority level so tasks enter your system already categorized.

These options ensure tasks from your Form enter workflows in the right place and with the right context.

Share ClickUp Forms with others

Sharing a Form lets people complete it without needing access to your Workspace. Each Form view generates a shareable link and can be configured for public or more controlled access.

Get a public share link for your ClickUp Form

To share your Form externally:

Open the Form view.
Click the Share or Public settings option for the Form.
Enable public sharing if it is not already turned on.
Copy the shareable URL.

You can send this link by email, embed it in a website, add it to a help center article, or share it in chat tools so anyone can submit a request.

Control access and options for shared ClickUp Forms

Within the Form share settings, you can fine-tune how people interact with the Form:

Allow multiple submissions: Let users submit the Form more than once if needed.
Confirmation message: Customize the thank-you message people see after submitting.
Redirect URL: Optionally send users to a specific page after they submit.

These options help you design a smooth experience for submitters and guide them to the next step after completing the Form.

How to access existing Forms in ClickUp

After creating one or more Forms, you can return to them at any time to review or update settings.

To access Forms tied to a List:

Open the Space, Folder, and then List where you originally created the Form.
In the views toolbar, look for the Form view tab associated with that List.
Click the Form view to open the editor and submission data.

If your List has multiple Form views, you will see each one labeled by name. Choose the one you need to revise or share.

View and manage tasks from Form responses in ClickUp

Because each submission creates a task, you can manage responses using standard task views in the List:

Switch to List view to see all tasks created from Forms alongside other tasks.
Use filters to show only tasks that originate from a specific Form or that match certain criteria.
Apply automations to route newly created tasks, update fields, or notify stakeholders.

This approach keeps work from Forms integrated with the rest of your project management workflows.

Best practices for using ClickUp Forms effectively

To maximize the value of Forms in your processes, consider these guidelines:

Keep questions clear and concise: Avoid jargon and explain any special terms.
Use required fields carefully: Make essential fields mandatory, but do not overload the Form.
Group related questions: Organize fields logically so submitters can move through the Form quickly.
Test before sharing: Submit your own test responses to confirm that tasks look correct.
Align with automations: Set up automations so tasks created from Forms move seamlessly through your workflow.

Following these practices helps ensure responses are complete, accurate, and ready for action as soon as they appear.

Additional resources for optimizing ClickUp Forms

To dive deeper into specific options, advanced settings, and current interface details, review the official documentation for creating and accessing Forms in ClickUp on the product help center: official ClickUp Forms guide.

If you want expert help designing scalable processes, integrating Forms into complex workflows, or improving your SEO and content around ClickUp usage, you can also consult a specialist agency such as Consultevo.

By setting up well-designed Forms and managing them effectively, you turn unstructured requests into actionable tasks and make it easier for every stakeholder to collaborate with your team.

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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