How to Use ClickUp Form View Effectively

ClickUp makes it simple to collect information, manage requests, and turn submissions into trackable tasks using Form View. This step-by-step guide walks you through creating, customizing, and sharing forms so your team can capture work in a structured, automated way.

Form View is available on all plans, including the Free Forever plan, with advanced options on paid plans. You can build forms for IT tickets, client requests, HR intake, feedback collection, and more—without leaving your workspace.

What Is ClickUp Form View?

Form View is a way to collect responses and instantly convert them into tasks in a chosen list. Each form field maps to a task field, so you never lose context or details.

Common use cases include:

Support and IT request intake
Marketing or design request intake
Client onboarding and project briefs
Employee surveys and feedback
Bug reports and product suggestions

Every submitted form becomes a task you can track, assign, prioritize, and automate.

How to Add a ClickUp Form View to a List

Before you build your form, you need to add Form View to the list where new tasks should appear.

Open the Space, Folder, or List where you want to collect requests.
At the top of the view bar, click the + icon to add a new view.
Select Form from the view options.
Name the view clearly (for example, “IT Request Form” or “Client Intake Form”).
Choose whether to make the view visible to everyone or keep it private.

The new Form View now appears as a tab, ready to configure and publish.

How to Build a ClickUp Form Step by Step

Once Form View is added, you can design your form layout and decide which task details to capture.

Step 1: Understand Form Sections in ClickUp

The Form View editor is typically divided into sections, such as:

Preview Panel: Shows how your form will appear to respondents.
Fields Panel: Lets you add, reorder, and configure form fields.
Settings Panel: Controls submission behavior, task creation settings, and sharing options.

Use these panels together to refine both form content and behavior.

Step 2: Add and Arrange Fields

Each field on your form maps directly to a task field in your list.

In the fields area, locate existing task fields (such as Task Name, Description, Due Date, or custom fields).
Drag a field from the list of available fields into the form layout.
Reorder fields by dragging them up or down to match the flow you want for respondents.
Click on a field in the form to edit its label, help text, and whether it is required.

Modify labels so they are user-friendly while still mapping correctly to task data.

Step 3: Use Task and Custom Fields

Form View supports both default and custom fields, giving you full control over what data is captured.

Task Name: Use this for the main title of the request or submission.
Description: Capture detailed information or context.
Priority: Let users indicate urgency.
Assignee (optional): You can assign automatically in settings instead.
Custom Fields: Use dropdowns, text, dates, checkboxes, or other custom types for structured data.

Make critical fields required to avoid incomplete submissions.

Step 4: Customize the Look and Feel

Even in standard configurations, you can adjust basic design elements to align with your workflow.

Edit the form title so respondents understand the purpose of the form.
Add a short description or instructions at the top.
Group related questions so the flow feels natural and easy to follow.

Clear labels and instructions reduce confusion and cut down on back-and-forth communication.

Configure ClickUp Form Submission Settings

How your form behaves after submission is as important as the questions you ask. Configure submission behavior so that every new task is created exactly where and how you need it.

Choose Where Tasks Are Created

Form View creates tasks in the list where the view lives. Make sure the list is dedicated to the type of work you are collecting.

For IT tickets, use an IT Requests list.
For marketing briefs, use a Campaign Requests list.
For HR needs, use a People Operations or HR Intake list.

This keeps form-generated work organized from the start.

Set Default Task Properties

You can define defaults so that every task from the form follows consistent rules.

Assignee: Route all requests to a triage owner or a specific team member.
Status: Start tasks in a status such as “New”, “Intake”, or “To Review”.
Priority: Apply a standard priority and allow responders to override via a form field if needed.
Tags: Add tags to identify tasks that came from the same form.

These defaults help downstream automation and reporting stay accurate.

Customize the Confirmation Experience

Configure what respondents see after submitting the form.

Create a custom thank-you message so people know their submission was received.
Explain next steps, such as expected response time or who will follow up.
Optionally, share a link or instructions for tracking progress, if applicable.

A clear confirmation message improves trust and reduces duplicate submissions.

How to Share a ClickUp Form

After you build and configure the form, you need to share it with the right audience. Form View provides multiple sharing options to reach internal and external users.

Copy the Public Form Link

Open your Form View.
Locate the share or public link option in the Form View settings.
Copy the unique form URL.
Share the link via email, chat, internal portals, or documentation.

Anyone with the link can submit responses, depending on the sharing settings you configure.

Embed the Form on a Website

If you want to collect submissions directly from a webpage:

Open the Form View share settings.
Copy the embed code (usually an iframe snippet).
Paste it into the HTML of your website, help center, or intranet page.

Embedding can be useful for customer support, contact pages, or partner portals.

Add the Form Link to Internal Resources

To make your form easy to find for team members, consider:

Adding the link in a pinned message in your communication tool.
Including it in onboarding or process documentation.
Linking from an internal knowledge base article.

Centralizing key forms encourages consistent use and cleaner intake.

Improve Workflows With ClickUp Automation

Once tasks are created from Form View, you can automate routine follow-up and routing.

Use automations to:

Assign tasks based on specific answers or priorities.
Move tasks to different lists or statuses when certain fields are set.
Send notifications to stakeholders when a new form submission arrives.
Apply templates for recurring types of requests.

Automated workflows ensure every submission is handled in the same organized way, freeing your team from manual triage.

Best Practices for ClickUp Form View

Follow these tips to keep your forms clear, effective, and easy to maintain.

Keep questions focused: Only ask for information you truly need to start the work.
Use custom fields for structured data instead of long, unstructured text.
Limit required fields to the essentials so users do not abandon the form.
Test the form by submitting it yourself before sharing widely.
Review submissions regularly from the list to ensure nothing is missed.

Regularly refine your form as you learn more about the information your team needs.

Learn More About ClickUp Form View

For deeper feature details, examples, and visual walkthroughs, see the official guide to Form View on the ClickUp blog: Form View article.

If you need broader workflow or implementation help around ClickUp and other tools, you can explore consulting resources such as Consultevo for process and systems optimization.

By setting up Form View properly and integrating it with your lists, custom fields, and automations, you can transform scattered requests into a streamlined, repeatable intake system directly 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.

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