Automatically Rename Forms in ClickUp

In ClickUp, you can automatically rename form submissions so every new task created from a form follows clear, consistent naming rules. This helps you keep requests organized, easy to search, and simple to report on at scale.

This guide explains how the automatic renaming feature works, its limitations, and how to set it up step by step.

What is automatic form renaming in ClickUp?

Automatic form renaming lets you define a task name pattern that is applied the moment a form submission creates a new task. Instead of every task having the same generic title, you can pull in details from form fields to build meaningful names.

For example, you might generate titles like:

• Bug - Login page - High priority
• Design Request - New Landing Page - Marketing
• HR - New Hire - Engineering

The pattern uses tokens that represent form fields and system values, so each title is created dynamically based on what the submitter enters.

Key benefits of using ClickUp automatic renaming

Turning on automatic renaming for your form view in ClickUp offers several practical advantages:

• Consistency: Every task created from the same form follows the same naming rules.
• Searchability: You can quickly find tasks by keywords included in the pattern, such as type, priority, or requester.
• Reporting clarity: Standardized titles make it easier to group and filter in views, dashboards, and reports.
• Reduced manual work: You no longer need to rename every incoming task by hand.

Important limitations and behavior in ClickUp

Before you set up automatic renaming, review these limitations so you know exactly how the feature behaves in ClickUp.

Form renaming works per form view

The automatic renaming rule is tied to a specific form view. If you have multiple forms in the same list, each can use its own naming pattern. Changes to one form’s pattern do not affect other forms or views.

Subtasks cannot be renamed with this feature

The automatic renaming setting only applies to tasks created directly from a form submission. Subtasks are not supported and will not receive a generated name from the pattern defined on the form.

Support for multiple forms in the same list

If you use more than one form in a single list, automatic renaming is still available, but it must be configured for each form view independently. Make sure you open the correct form view whenever you adjust the pattern.

Renaming does not retroactively update existing tasks

When you change the name pattern in ClickUp, only future form submissions use the new pattern. Tasks that already exist keep their current names and are not updated automatically.

Renaming only affects form-created tasks

The automatic naming rule is only applied when a task is created by submitting the form. Tasks created manually, by automation, or from another source will not use the form’s rename pattern.

How to automatically rename form submissions in ClickUp

Use these steps to configure automatic renaming for any form view in ClickUp. You will need edit access to the list and permission to modify the form view.

Step 1: Open the form view in ClickUp

1. Navigate to the Space, Folder, or List where your form lives.
2. Select the Form view associated with the requests you want to manage.
3. Confirm you’re editing the correct form if there are multiple forms in the same location.

Step 2: Access form settings

1. In the upper area of the form view, locate the settings or configuration options.
2. Open the settings to display additional options for how tasks are created from the form.

The exact appearance of the settings panel may differ based on your workspace configuration, but the naming controls will be available within the form view settings.

Step 3: Enable automatic task renaming

1. Find the option that controls how new tasks are named when a form is submitted.
2. Turn on the automatic renaming toggle or select the option that allows you to define a custom task name pattern.
3. Once enabled, a text field or pattern editor appears so you can configure the naming rule.

Step 4: Build your naming pattern in ClickUp

In the pattern field, you can combine regular text with tokens that reference form fields and other data. While the exact tokens depend on the form and the current feature set, the general approach is:

• Type static text that should appear in every task name, such as Bug, Request, or Support Ticket.
• Insert tokens for form fields, such as a short answer, dropdown selection, or email field.
• Optionally, add separators like hyphens or pipes for readability.

Example patterns might look like:

• [Issue Type] - [Page or Feature] - [Priority]
• [Department] - [Request Title]
• Ticket #[Auto ID] - [Requester Name]

When a user submits the form, ClickUp replaces each token with the actual values from the submission to create the final task name.

Step 5: Preview and test your form naming

1. Review the pattern carefully to ensure it reads clearly and includes all required fields.
2. Submit a test form with sample values so that a task is created.
3. Open the new task and verify that the name matches the pattern and displays the expected field values.

If the result is not what you intended, return to the form view settings in ClickUp, adjust the pattern, and repeat the test until the titles look correct.

Tips for designing effective ClickUp naming patterns

Thoughtful patterns help you get the most from automatic renaming. Consider the tips below when configuring your ClickUp form:

• Keep names readable: Avoid overloading titles with too many fields. Include only the most helpful data.
• Align with workspace standards: Use the same style of naming (such as Type - Subject - Extra Detail) across forms and lists.
• Include priority or impact: Add a priority, severity, or department field so teams can triage at a glance.
• Use consistent separators: Hyphens, pipes, and brackets make titles easier to scan.

Troubleshooting ClickUp form renaming

If automatic renaming in ClickUp is not working as you expect, review the points below.

Tasks are not being renamed

• Confirm the automatic renaming option is enabled in the correct form view.
• Verify that the task was created by a form submission and not by another method.
• Check that you saved your form settings after editing the pattern.

Field values are missing from the title

• Ensure the tokens you used in the pattern correspond to existing fields in the form.
• Make sure the fields are required or that users are actually filling them in.
• Update the pattern if any field names or structures were recently changed.

Old tasks still show older titles

This is expected behavior. When you modify the naming pattern, ClickUp applies the change only to new tasks created after the update. To change older tasks, you must rename them manually or use other workflow tools.

Learn more about ClickUp forms and automation

Automatic task renaming is one part of building efficient request intake flows with forms. For more details and the latest options, review the official documentation on automatically renaming form submissions in ClickUp support.

If you need strategic help designing scalable structures, naming conventions, or automations for large workspaces, you can explore additional consulting resources at Consultevo.

By configuring automatic renaming in ClickUp for each form, you ensure every incoming request is clearly labeled, easier to track, and ready for fast action by your team.

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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