Add Form Questions in ClickUp

Forms in ClickUp help you collect structured information and instantly turn submissions into tasks. This guide explains how to add, edit, reorder, and manage Form questions so every response includes the details your team needs.

Using Forms correctly lets you standardize requests, reduce back-and-forth messages, and ensure tasks are created with the right fields, files, and context from the start.

Access Forms in ClickUp

Before you add questions, open the Form you want to configure in ClickUp.

1. Open the Space, Folder, or List where your Form lives.
2. Go to the views at the top of the location.
3. Select your existing Form view, or create a new Form view if needed.

Once the Form view is open, you can add new questions and manage existing ones from the Form builder panel.

Add new questions to a ClickUp Form

You can add both default and custom questions to tailor each Form to your workflow.

Add a default task field question in ClickUp

Default questions map directly to standard task fields. These ensure every submission includes consistent details that appear on the resulting task.

1. In the Form builder, click the option to add a question.
2. Choose a default field such as:
   • Task name
   • Description
   • Assignee
   • Due date
   • Priority
3. Click the field to place it on your Form.
4. Adjust label text and settings in the configuration panel if available.

Because these questions are tied to task fields, changes made by submitters are automatically reflected in the created task.

Add a custom question to a ClickUp Form

Custom questions help you capture extra details that are unique to your process.

1. In the Form builder, choose the option to add a question.
2. Select a custom field or question type, such as:
   • Short text
   • Long text
   • Dropdown
   • Checkboxes
   • Numbers
3. Type a clear question label that tells people what to provide.
4. Optional: Add help text, choose if the question is required, and configure any additional options.

When the Form is submitted, these answers appear on the new task as custom fields or comments, depending on the configuration of the question type.

Reorder Form questions in ClickUp

Reordering helps you control the flow of information and make your Form easier to complete.

1. Locate the question you want to move in the Form builder.
2. Hover over the question until the drag handle icon appears.
3. Click and hold the drag handle.
4. Drag the question up or down to a new position.
5. Release the mouse to drop it into place.

Arrange questions in the order that best guides submitters, usually from general information to more specific details.

Edit existing questions in ClickUp Forms

You can refine existing questions without recreating them from scratch.

1. Click the question you want to edit in the Form builder.
2. Use the settings panel to update:
   • Question label
   • Help or description text
   • Required or optional status
   • Available options for dropdowns, checkboxes, or other multiple choice types
3. Review the preview to confirm your changes look correct.

Editing questions lets you improve clarity over time as you learn what information is most helpful on the resulting tasks.

Delete questions from a ClickUp Form

If a question is no longer needed, you can remove it to keep the Form focused.

1. Find the question in the Form builder.
2. Click the delete or trash icon associated with that question.
3. Confirm that you want to remove the question.

After deletion, the question no longer appears on the Form, and future submissions will not include that field. Existing tasks created before the removal keep their previously collected data.

Control what submitters see in ClickUp Forms

Forms are designed so people filling them out do not need access to your Workspace. They only see the questions you add, not your Lists, tasks, or internal configuration.

In the Form builder, you can choose which fields are visible to submitters and which task details are managed only by your team.

Show or hide fields in ClickUp Forms

Some fields should remain internal, while others must be visible for accurate submissions.

1. Select a question or field in the Form builder.
2. Toggle visibility settings if available to control what submitters can see.
3. Keep sensitive or internal-only fields hidden while still applying them to created tasks behind the scenes.

This approach keeps your Forms simple while preserving your internal structure.

Use required questions in ClickUp Forms

Required questions ensure every submission includes essential details.

1. Click the question you want to make required.
2. Turn on the required toggle or checkbox.
3. Verify a visual indicator appears so submitters know the field must be completed.

Use this carefully to enforce critical information, such as contact info or project details, without overwhelming submitters.

Map Form answers to tasks in ClickUp

Each Form question can map to a task field, custom field, or content section so data stays organized.

• Default task field questions map directly to core fields like name, description, and due date.
• Custom questions map to custom fields or appear in the task body, depending on how they are set up.

Review the mapping in your Form builder to validate that each answer goes to the right place.

Test your ClickUp Form questions

Before sharing your Form, test it to make sure all questions behave as expected.

1. Open the Form preview from the builder.
2. Fill out every question, including required and optional ones.
3. Submit the Form.
4. Open the new task created by the submission.
5. Check that all answers are captured in the correct fields and formats.

If anything is missing or unclear, return to the Form builder and update the relevant questions.

Learn more about ClickUp Forms

For the complete official reference on how to add questions to a Form, see the original Help Center article: Add questions to a Form.

If you need broader workflow consulting or implementation support around work management and process design, you can explore expert resources at Consultevo.

By thoughtfully adding and organizing questions, you can turn every Form in ClickUp into a powerful intake tool that creates clean, actionable tasks from any request.

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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