How to Create Anonymous Surveys in ClickUp

Using ClickUp to build an anonymous survey is an efficient way to gather honest feedback from customers, employees, or stakeholders without exposing their identity. This step-by-step guide shows you exactly how to configure forms, privacy, and automation so responses stay anonymous while data stays organized.

The process below is adapted from the official guide at ClickUp’s blog on anonymous surveys, translated into a clear, actionable how-to you can follow right away.

Why Use ClickUp for Anonymous Surveys?

Before building your first survey, it helps to understand why ClickUp is a strong choice for feedback collection.

• Centralizes all survey responses in one workspace
• Lets you hide personal fields to protect anonymity
• Supports custom views to analyze results quickly
• Automates follow-up tasks and reporting

Instead of jumping between tools, ClickUp lets you move from survey creation to tracking insights and assigning action items in a single platform.

Step 1: Plan Your Anonymous Survey in ClickUp

Start with a clear plan before you touch any settings. This helps you design questions that are easy to answer and simple to analyze.

Define the purpose inside ClickUp

Create a new list or folder where your survey will live. Use a short description to define:

• Who you are surveying (employees, customers, beta users)
• What decision the survey should support
• How you will measure success (participation rate, satisfaction score, etc.)

Capturing this purpose in ClickUp keeps your entire team aligned on why the survey exists.

Decide what data must stay anonymous

Next, list out any information that could identify a respondent:

• Name
• Email
• Department or team
• Location
• Manager or account owner

Plan to exclude these fields from your public ClickUp form or make them optional if you need partial context. The goal is to collect only what is essential.

Step 2: Set Up a Survey Space in ClickUp

Once your plan is ready, create a dedicated structure for survey tasks.

Create a list for survey responses in ClickUp

1. In your workspace, create a new folder called “Surveys” (or similar).
2. Inside that folder, add a new list for this specific survey (for example, “Employee Engagement Q1”).
3. Choose a color and icon so it’s easy to recognize among other lists.

This list will store each form submission as a separate task, which you can later sort, filter, and analyze inside ClickUp.

Add custom fields for survey questions

To transform your list into a structured survey database:

1. Open the list and click on the option to manage or add custom fields.
2. Create a custom field for each survey question (text, drop-down, rating, number, etc.).
3. Label each field clearly, matching the wording you plan to use on the form.

Aligning custom fields with survey questions ensures every response lands in the right column, making ClickUp a powerful reporting hub.

Step 3: Build an Anonymous Form in ClickUp

ClickUp forms are the front-end of your survey. They turn public responses into tasks inside your list.

Create a form view in your ClickUp list

1. Open your survey list.
2. Add a new view and select the “Form” type.
3. Give the form a descriptive name, like “Anonymous Feedback Form”.

The form editor will show each custom field from your list. You can reorder questions, rename labels, and configure which fields appear.

Remove identifying fields from the ClickUp form

To keep responses anonymous:

• Hide any field that could reveal identity (name, email, user ID).
• Avoid asking for precise location or other unique attributes.
• Make demographic questions optional if you must include them.

If you need a way to group responses (for example, by department), consider using a drop-down field with broad categories so no single person can be identified.

Write clear, neutral survey questions

When editing the fields in your ClickUp form:

• Use neutral language that does not lead the respondent.
• Keep questions short and focused on a single idea.
• Mix multiple-choice and open-ended fields for richer data.
• Add helper text where needed to reduce confusion.

Remember that the goal is honest, unpressured feedback. The more anonymous and simple the ClickUp form feels, the higher your response rate will be.

Step 4: Configure Privacy and Sharing in ClickUp

Anonymous surveys rely on careful handling of privacy and permissions.

Control who can view survey responses in ClickUp

Within your list settings, adjust permissions so only the right people see raw responses:

• Limit access to a small group of admins or project owners.
• Use view-level permissions to share summaries, not raw tasks, with a wider audience.
• Avoid giving edit rights to anyone who does not need them.

This approach ensures that even internally, ClickUp survey data remains protected and professional.

Share your anonymous ClickUp form link

1. Open the form view settings.
2. Enable sharing and copy the public link.
3. Distribute the link through email, chat, intranet, or your website.

When sending the link, clearly state that the survey is anonymous and explain how data will be used. Transparency increases trust and participation.

Step 5: Automate and Organize Responses in ClickUp

After you launch your survey, automation can help you manage incoming responses without manual effort.

Use ClickUp automation to tag and sort

Set up simple automations so each new task created from a form submission is processed consistently. Common rules include:

• Automatically apply a “New Response” tag when a task is created.
• Set the status to something like “Unreviewed” for new entries.
• Assign responses to a reviewer or feedback owner for analysis.

By automating this workflow, ClickUp turns your list into a light-weight survey management system.

Create views for quick analysis in ClickUp

Use multiple views to understand your survey results from different angles:

• Table or List View: See all responses and filter by question, rating, or tag.
• Board View: Group responses by sentiment, topic, or status.
• Dashboard: Add charts, widgets, and calculations that summarize your survey’s most important metrics.

Each of these views lets you slice the same data stored in your ClickUp list, keeping your analysis flexible and scalable.

Step 6: Turn Anonymous Feedback Into Action in ClickUp

Collecting responses is only part of the process. The final step is turning those insights into practical improvements.

Group feedback into themes using ClickUp tasks

Review survey responses and create additional tasks for key themes, such as:

• Product feature requests
• Support experience issues
• Workplace culture suggestions
• Training or documentation gaps

Link these tasks back to original survey responses or tag them with the survey name. This makes it easy to track how anonymous feedback influenced your roadmap inside ClickUp.

Share summaries without exposing raw responses

Instead of sending every survey task to stakeholders, build a summary:

• Use dashboards to show scores and trends.
• Export or screenshot chart widgets for presentations.
• Write a short report task summarizing what you learned and what will change next.

This keeps your ClickUp survey data private while still helping your team make informed decisions.

Best Practices for Anonymous Surveys in ClickUp

Keep these practical tips in mind as you build and refine surveys.

• Explain the purpose of the survey clearly in the form description.
• Limit the number of questions to avoid fatigue.
• Test the form internally before sharing it widely.
• Review permissions regularly to maintain anonymity.
• Schedule recurring surveys in ClickUp to track changes over time.

As your process matures, consider pairing your survey setup with professional workflow consulting from specialists such as Consultevo to refine automation, reporting, and feedback loops.

Start Building Your Anonymous Survey in ClickUp

By planning your questions, structuring a dedicated list, building a careful form, and configuring privacy settings, you can confidently run anonymous surveys in ClickUp. Use automation and views to analyze responses, then convert insights into actionable tasks that drive measurable change across your projects and organization.

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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