Form view guide in ClickUp
Form view in ClickUp lets you collect structured information and instantly turn responses into tasks, so your team can manage requests, intake, and feedback in one place.
This guide explains how to create, customize, share, and manage Form view step by step, following the official platform behavior.
What is Form view in ClickUp?
Form view is a way to present selected task fields as questions in a shareable form. Each form submission creates a new task on the location where the Form view is saved.
You can use it to:
- Collect work intake from internal or external stakeholders
- Standardize how requests and ideas enter your workspace
- Map answers directly to task fields and custom fields
- Trigger workflows, assignees, and automation from each submission
Form view works on Lists, Folders, and Spaces, and appears alongside your other views for that location in ClickUp.
How to add a ClickUp Form view
You can create a Form view anywhere you can create tasks. Each location can have multiple forms with different purposes or audiences.
Steps to create a Form view in ClickUp
- Open the Space, Folder, or List where you want new form submissions to create tasks.
- In the views bar, select the option to add a new view.
- Choose Form from the view types.
- Give your Form view a clear name that matches its purpose (for example, “IT Request Form” or “Customer Feedback Form”).
- Save the view. A default layout appears with basic task fields.
Once created, the Form view is stored with the other views in that area of ClickUp and can be edited or shared at any time.
Customize your ClickUp Form view
Customization controls how the form looks and which fields are available for people to complete. Each element in the Form view maps to a task field.
Choose fields for your ClickUp Form
In the form editor, you can add and arrange fields. Common options include:
- Task name or title
- Description for detailed context
- Assignees
- Due date or start date
- Priority
- Statuses available on the List
- Custom fields such as text, dropdown, number, email, or phone
To adjust the layout, drag and drop fields into the order you prefer. Required fields can be marked so respondents must complete them before submitting.
Style and content options in a ClickUp Form
Form view also includes presentation settings, so you can clearly guide respondents through the process.
Typical options include:
- Form name and description displayed at the top
- Section headings to group related questions
- Help text beneath fields for clarification
- Placeholder examples inside fields
- Confirmation message displayed after submission
Use short labels and concise helper text so every submission produces complete, actionable tasks in ClickUp.
Control task creation behavior in ClickUp Form view
When a form is submitted, a new task is created. In the form settings, you can define:
- Which List receives the new task if the Form view is on a Folder or Space
- Default assignee or watchers for new tasks
- Default status for new tasks
- How the task name is generated if there is no specific name question
These settings ensure that every response reaches the right workflow in ClickUp without manual processing.
Share your ClickUp Form view
Form view is designed to be shareable with anyone who needs to submit information, even if they do not have a workspace account, depending on your sharing settings.
Get the share link for a ClickUp Form
- Open the Form view from the views bar.
- Locate the share options within the form editor or the view header.
- Enable sharing if required, then copy the public link.
- Distribute the link via email, chat, or embed it on a website or intranet page.
Anyone with the link can complete the form based on the sharing rules set in your ClickUp workspace or specific location.
Adjust ClickUp Form access and permissions
Depending on your plan and workspace configuration, you can adjust who can access or submit the form. Typical choices include:
- Restricting access to logged-in workspace members
- Allowing public submissions from anyone with the link
- Limiting editing rights to specific members who can manage the Form view
Keep access aligned with the type of information collected and any security policies in your organization.
Manage responses from ClickUp Form view
Every submission to a Form view appears as a task, using the fields you mapped in the form editor.
Track tasks created from a ClickUp Form
To work with submissions:
- Open the List that receives form-created tasks.
- Use List, Board, or other views to sort and filter by fields used in the form.
- Apply filters or groups for status, assignee, or priority to manage workload.
- Use custom fields to categorize and report on trends.
Because every response is a standard task, you can use all task tools in ClickUp, including comments, attachments, and subtasks.
Automate workflows from ClickUp Form submissions
Once tasks are generated from a Form view, you can connect them to automations. Typical automation patterns include:
- Assigning tasks based on status or custom field selections
- Changing status automatically when a task is created
- Sending notifications to specific people or teams
- Applying templates to tasks created from a particular form
This ensures that every form submission enters a consistent, trackable workflow in ClickUp, reducing manual triage and follow-up.
Best practices for using ClickUp Form view
To get the most value from Form view, use these simple practices:
- Keep your forms short and focused on the information truly needed to start work.
- Use clear labels and descriptions so people know exactly what to enter.
- Leverage custom fields to standardize recurring data like department, request type, or impact.
- Test the form yourself and with a small group before wide sharing.
- Review the receiving List regularly and connect it to your existing workflows.
Align Form view with your broader process setup so that submissions integrate smoothly with other views in ClickUp.
Learn more about ClickUp Form view
The official documentation provides complete, up-to-date coverage of the latest Form view behavior in ClickUp. You can review it here: ClickUp Form view help center section.
If you need strategic help designing workflows, requests, and intake systems that take full advantage of Form view and other platform features, you can also explore expert implementation resources such as Consultevo.
By configuring Form view carefully and connecting it with your existing processes, you can transform unstructured requests into organized, actionable tasks across your entire ClickUp workspace.
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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