Share and Export ClickUp Forms

ClickUp Forms make it easy to collect information from teammates, clients, and external stakeholders, then turn every response into an actionable task. This guide explains how to share, embed, and export Forms so you can control access, publish surveys, and work with response data efficiently.

Accessing Forms in ClickUp

Before you can share or export, you need to open the Form you want to manage.

1. Open the relevant Space, Folder, or List.
2. Go to the Views section.
3. Select the Form view you want to share.

All sharing, embedding, and exporting options are available from the Form settings menu.

Share a ClickUp Form with a public link

You can share a Form publicly so anyone with the link can submit responses, even if they do not have a workspace account.

Enable public sharing for a ClickUp Form

1. Open your Form view.
2. Click the Form settings menu (usually the three dots in the top corner).
3. Toggle on the option to make the Form public or shareable.
4. Copy the generated public link.

Share this link by email, chat, or any communication channel. People can submit the Form without seeing the rest of your ClickUp workspace.

Control access to public ClickUp Form links

Depending on your plan and settings, you may see additional controls for public links, such as:

• Allowing or preventing multiple submissions.
• Requiring certain fields before submission.
• Limiting what information is visible after someone submits a response.

Use these options to balance ease of access with data quality and privacy.

Embed a ClickUp Form on a website

Instead of sending a link, you can embed a Form directly into a webpage, portal, or knowledge base so visitors can submit information without leaving your site.

Get the embed code from ClickUp

1. Open the Form view you want to embed.
2. Click the Form settings or Share menu.
3. Select the option to Embed the Form.
4. Copy the HTML <iframe> or embed snippet provided.

This code is generated by ClickUp and points to your specific Form.

Add the ClickUp Form embed to your site

Next, paste the embed code into your website or platform.

• Traditional websites (HTML/CMS): Paste the embed code into the page's HTML where you want the Form to appear.
• Website builders: Use a custom HTML or embed block, then paste the code.
• Internal portals or wikis: Many tools offer an HTML or iframe block that supports embeds from ClickUp.

Publish or update the page and verify that the Form loads correctly and can be submitted.

Share ClickUp Forms with workspace members

Forms belong to specific Lists, so all responses create tasks in that List. You can manage how workspace members interact with these Forms.

Grant access to the underlying ClickUp List

To let members see or edit tasks created by Form responses:

1. Open the List where the Form is located.
2. Click Share or Permissions.
3. Invite members, guests, or teams.
4. Assign the appropriate permission level (view only, comment, or edit).

Even if the Form itself is public, only people with List access can work with the resulting tasks in ClickUp.

Share internal ClickUp Forms via view permissions

If the Form should only be used internally, you can:

• Keep the Form private to selected people or teams.
• Share the Form view with specific groups only.
• Turn off the public link if external responses are not needed.

This approach is useful for internal requests such as IT tickets, HR intake, or creative briefs.

Export ClickUp Form responses

Every Form submission creates or updates a task. You can export these tasks to work with responses in other tools like spreadsheets or reporting platforms.

Prepare your ClickUp Form responses for export

First, filter and organize the tasks created by the Form.

1. Open the List that receives responses from the Form.
2. Switch to a List or Table view.
3. Apply filters if needed (for example, by date range or status).
4. Show the columns that match your Form fields so the export includes the data you need.

Export tasks created by a ClickUp Form

1. With the List view open, click the View settings or options menu.
2. Select Export.
3. Choose your preferred export format, such as CSV or Excel (depending on workspace settings).
4. Confirm to download the file.

The exported file will contain the task information corresponding to each Form response, including standard fields and mapped custom fields.

Best practices for sharing ClickUp Forms

To get the most from your Forms, follow these practical tips.

Optimize ClickUp Forms for higher response rates

• Keep questions short and clear.
• Make required fields truly essential only.
• Use explanations or help text for complex fields.
• Test the Form yourself or with a colleague before publishing.

Protect data collected through ClickUp Forms

• Limit public links to Forms that don't require sensitive data.
• Restrict access to Lists that store confidential responses.
• Regularly review who has access to Form views and related Lists.

Maintain clean workflows in ClickUp

• Use separate Lists and Forms for different processes or departments.
• Apply automations to route tasks created by Forms to the right assignees or statuses.
• Use custom fields to track key data points consistently across responses.

Learn more about ClickUp Forms

If you need more detail about every setting available when you share, embed, or export Forms, review the official documentation from the platform.

For the original reference used for this guide, visit the official help article: Share, embed, and export Forms.

To improve how you implement Forms within broader project workflows or to get strategic help with workspace configuration, you can also consult experts at Consultevo.

By sharing, embedding, and exporting Forms effectively, you can turn form submissions into structured, trackable work and keep every response organized inside ClickUp.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`