ClickUp Form Settings Guide

ClickUp lets you manage form settings from multiple places so you can control how form responses become tasks, who can access each form, and where those tasks are created. This guide walks through how to open and configure form settings from the Home Sidebar and the Spaces Sidebar.

All instructions here are based on the official documentation at this ClickUp help center article, with additional structure to make setup easier to follow.

Open ClickUp Form settings from Home

You can access form settings directly from the Home Sidebar to manage existing forms tied to your workspace.

Steps to open ClickUp forms from Home Sidebar

From the left sidebar, open Home.
Locate the Forms section in the Home Sidebar.
Click the specific form you want to manage.
In the form window, open the form options menu (for example, an ellipsis or settings icon).
Select Form settings to open the configuration panel.

Once open, you can adjust sharing, task creation, and destination list settings for your ClickUp form as described below.

Open ClickUp Form settings from Spaces

Forms are often tied to a specific Space, Folder, or List. You can reach the same ClickUp form settings from the Spaces Sidebar.

Steps to access ClickUp forms from Spaces Sidebar

From the left navigation, open the Spaces section.
Click the Space that contains your form.
Navigate to the Folder or List where the form is saved, if needed.
Open the Forms view or the dedicated forms area for that location.
Select the form and open its options menu.
Choose Form settings to configure it.

Both paths lead to the same settings, so you can use whichever ClickUp navigation flow fits your workflow best.

Configure general ClickUp Form settings

General form settings control how people access your form and how tasks are created from submissions.

Control ClickUp form sharing and access

Use these options to decide who can open and submit the form:

Public sharing: Turn on or off a public share link so anyone with the link can submit responses.
Workspace-only access: Limit submissions to people who are part of your ClickUp workspace.
Permissions: Adjust who can edit the form versus who can only submit it.

Set these correctly to balance broad access for respondents with proper security for your workspace.

Define ClickUp task creation behavior

Form responses are converted into tasks. In the settings, you can typically control:

Task title mapping: Choose which form field populates the task name.
Description mapping: Map long-text or description fields to the task description.
Custom fields: Connect form fields to existing custom fields in the target List.
Assignee rules: Assign new tasks to specific users, teams, or leave them unassigned.
Priority and status: Set a default priority and initial task status for all form-created tasks.

These options ensure that every ClickUp task created from the form is structured and ready for work without extra manual edits.

Set ClickUp default destination for form tasks

Each form needs a destination where new tasks will be created. You can manage default locations and update them as your process changes.

Select a default ClickUp List

Open Form settings from either Home or Spaces.
Find the section labeled Destination or Default List.
Click to open the location picker.
Choose the Space, then Folder, then List where new tasks should be created.
Save or apply your changes.

All new submissions will now create tasks in that ClickUp List unless you change the setting again.

Understand how ClickUp handles existing tasks

When you change the default destination:

Existing tasks created from past submissions remain in their original Lists.
New submissions will create tasks only in the newly selected List.
You can move older tasks manually if you want everything in a single ClickUp location.

This separation helps keep historical data intact while giving flexibility for new workflows.

Manage ClickUp Form visibility and organization

Where a form is stored affects who can find and manage it inside ClickUp. Use the Spaces Sidebar to keep forms organized.

Organize ClickUp forms by Space, Folder, and List

To keep forms easy to find:

Create dedicated Lists for intake or requests inside each Space.
Attach forms to those Lists so related tasks and forms stay grouped.
Use clear naming conventions for forms that match your List names.

This approach makes it easy for collaborators to know exactly where each ClickUp form lives and where its tasks will appear.

Adjust ClickUp form ownership and collaboration

Depending on your workspace setup, you can manage collaboration and ownership through:

Sharing at List level: Control who can view or edit the List that hosts the form.
Form edit permissions: Restrict form editing to admins or specific team members.
Guest access rules: Allow guests to submit forms without giving them full access to the List.

Review these settings regularly to keep ClickUp forms aligned with your access policies.

Tips for optimizing ClickUp forms

Beyond basic configuration, consider these practices to make your ClickUp forms more efficient and reliable.

Standardize fields: Reuse similar fields and custom fields across forms so reporting is easier.
Use required questions wisely: Make only essential fields required to maximize completion rates.
Test submissions: Submit a few test responses and verify that tasks appear in the correct List with the correct structure.
Review regularly: As your processes change, revisit ClickUp form settings and default Lists to keep everything current.

Additional resources for ClickUp users

For the authoritative, always-up-to-date instructions and any new options that may be released, refer to the official documentation: ClickUp form settings from the Home Sidebar and Spaces Sidebar.

If you need help designing scalable workflows and form structures around ClickUp, you can also consult experts at Consultevo, who specialize in process optimization and workspace organization.

With these steps and settings in place, your ClickUp forms can consistently capture information, route work to the correct Lists, and keep your team aligned from intake to completion.

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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