Visualize Form Submissions with ClickUp Dashboards

ClickUp makes it easy to turn raw Form submissions into clear, visual reports using Dashboards. By connecting your Forms to Dashboard widgets, you can quickly track responses, monitor performance, and share insights with your team or stakeholders.

This how-to guide walks you through configuring Form settings, building a Dashboard, and choosing the right widgets to display your data in a flexible, visual format.

How Form submissions work in ClickUp

When someone fills out a Form, their response becomes a task in a specific location. Each question maps to a task field, so you can report on the information directly in a Dashboard.

Before creating visual reports, you need to understand how these tasks are created and stored.

Where Form submissions are saved in ClickUp

Every Form is tied to a target location where new tasks are created from each submission. This can be a List or another level in your Workspace hierarchy, depending on how your workflow is set up.

• Each submission generates a new task in the selected location.
• Form questions map to task fields, such as custom fields, description, assignee, and due date.
• These fields become the data source for Dashboard widgets.

To confirm or change the target location, open your Form and check its settings before you start building a Dashboard in ClickUp.

Field mapping from Forms to tasks

ClickUp Forms support several question types. Many of these can be linked to task fields for reporting in Dashboards.

Typical mappings include:

• Short and long text mapped to task description or text custom fields.
• Dropdowns, checkboxes, and multiple choice mapped to custom fields.
• Date questions mapped to due dates or date custom fields.
• Assignee questions mapped to the task assignee field.

Make sure each critical question is mapped to a field you can later filter or group in a Dashboard.

Prepare your ClickUp Form for reporting

Before building visualizations, review and update your Form to ensure it captures data in a consistent, reportable format.

Set the target location for Form tasks in ClickUp

1. Open the Space, Folder, or List where your Form lives.
2. Go to the Form view and open the Form settings.
3. Verify the target location where new tasks will be created.
4. Adjust the location if you want submissions to go to a different List or Folder.

Keeping all submissions in a dedicated List helps you build clean filters and avoids mixing unrelated tasks in your Dashboards.

Standardize fields for better ClickUp Dashboards

Consistent fields produce better charts and reports. In your Form builder:

• Reuse existing custom fields whenever possible.
• Use dropdowns or multiple choice instead of free text for key categories.
• Assign default values where appropriate to keep your data structured.
• Map important questions to custom fields or core task fields you plan to report on.

This structure will make it much easier to build visual widgets that accurately represent your Form data in ClickUp.

Create a Dashboard to track ClickUp Form submissions

Once your Form is configured, you can create a Dashboard that pulls in tasks created from those submissions.

Build a new ClickUp Dashboard

1. Open the Dashboards area in your Workspace.
2. Click the option to create a new Dashboard.
3. Give the Dashboard a clear name, such as “Form Submissions Overview”.
4. Choose whether the Dashboard should be private, shared with specific people, or available to your entire Workspace.

After creating the Dashboard in ClickUp, you can start adding widgets that display your Form tasks.

Filter your Dashboard for Form tasks

To ensure your Dashboard only shows Form submissions, apply filters at the widget level or Dashboard level:

• Filter by location to include only the List that stores Form tasks.
• Filter by tag or custom field if you label Form-generated tasks.
• Use status filters to include open, closed, or all submissions as needed.

Consistent filters help you maintain an accurate, focused view of your data.

Choose the right ClickUp widgets for Forms

ClickUp Dashboards support a variety of widgets that can visualize Form submission data. The best choice depends on what you want to measure.

Task List widget for raw Form data

The Task List widget shows a table-style view of the tasks created by your Form, including custom fields.

Use this widget to:

• See all submissions in one place.
• Quickly scan responses without leaving your Dashboard.
• Sort and group by key fields like priority, type, or owner.

Configure columns to display the fields mapped from your Form questions.

Pie and bar chart widgets in ClickUp

Pie and bar chart widgets give you a fast, visual breakdown of Form responses.

Common use cases include:

• Counting submissions by category, captured in a dropdown custom field.
• Comparing volume by team, product, or region.
• Visualizing response distribution across different options.

When creating these widgets, select the location for your Form tasks and choose a group-by field that reflects a question from your Form.

Number and calculation widgets for KPIs

Number-based widgets help you track key performance indicators from your Form data, such as:

• Total number of submissions over a time period.
• Average value of a numeric custom field.
• Sum of estimated revenue or effort from a numeric question.

These widgets are useful for executives or stakeholders who need a quick summary view of your Form-driven metrics in ClickUp.

Organize and customize your ClickUp Dashboard layout

Once you have the widgets in place, arrange your Dashboard to highlight the most important insights.

Layout best practices in ClickUp Dashboards

• Place high-level KPI or summary widgets at the top.
• Put detailed Task List or table widgets below for deeper analysis.
• Group related charts together, such as satisfaction scores and feedback categories.
• Use consistent colors and naming to make scanning easier.

You can resize widgets and drag them around until the layout supports your reporting needs.

Save filters and views for consistent reporting

To keep your visualizations stable over time:

• Use the same filtered locations for all Form-related widgets.
• Align date ranges across widgets when analyzing trends.
• Duplicate widgets with minor filter changes to compare segments.

This approach helps you monitor change while ensuring your Dashboards remain easy to interpret.

Share and collaborate on ClickUp Form reports

After your Dashboard is configured, you can share it so others can review Form results without needing to navigate the underlying tasks.

Sharing options inside ClickUp

Depending on your permissions and plan, you can typically:

• Share the Dashboard with selected Workspace members or guests.
• Adjust permissions so collaborators can view or edit widgets.
• Use sharing settings to keep sensitive Form submissions visible only to the right people.

This makes it easy for teams like support, sales, or operations to access up-to-date Form reporting.

Use ClickUp Dashboards in reviews and meetings

Your Form Dashboard can become the single source of truth for regular check-ins:

• Review weekly submission volume and trends.
• Identify bottlenecks in follow-up workflows.
• Spot patterns in customer feedback or internal requests.

Keeping the Dashboard open in recurring meetings ensures everyone is working from the same data set.

Next steps and additional ClickUp resources

With a structured Form and a targeted Dashboard, you can turn responses into actionable insights quickly. Continue refining your widgets as your process evolves, and revisit your Form fields when you discover new reporting needs.

For more detail on the original feature, see the official guide on how to use Dashboards to visualize Form submissions in ClickUp: View the source article.

If you want expert help designing workflows, reporting structures, and automations around your Forms, you can also explore consulting services at Consultevo.

By combining well-structured Forms with powerful Dashboards in ClickUp, your team can capture, visualize, and act on data in one integrated workspace.

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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