How to Build Event Registration Forms in ClickUp

ClickUp can power your entire event registration workflow, from collecting attendee details to tracking tasks and follow-ups in one place. This step-by-step guide shows you exactly how to create, customize, and use event registration forms with templates and views.

We will follow the structure from the official event registration form templates page so you can confidently set up your own process.

Why Use ClickUp for Event Registration?

Before building your form, it helps to understand why an all-in-one platform is ideal for event teams.

• Centralize attendee information and event tasks
• Standardize intake through reusable templates
• Automate reminders and follow-ups
• Give your team a single source of truth for every event

Using a flexible workspace means your registration data lives right next to schedules, budgets, and marketing assets.

Plan Your Event Registration Workflow in ClickUp

Start by planning the structure of your workspace so your form responses flow into a clear, trackable system.

Step 1: Create a Space or Folder for Events

1. Create a dedicated Space (or Folder) for all events.
   • Name it something like Events & Registrations.
   • Add Lists for each event (e.g., Annual Conference 2026).
2. Within each List, you will store:
   • Registration form submissions (as tasks)
   • Event planning tasks
   • Follow-up activities

Step 2: Define Custom Fields for Registrations

To mirror a complete registration form, create Custom Fields that match the information you want to collect.

• Name
• Email address
• Company or organization
• Ticket type or access level
• Session preferences
• Dietary requirements
• Payment status or code

In your event List, add these Custom Fields so every submitted task contains consistent attendee data.

Use ClickUp Event Registration Form Templates

The official event registration form templates on the ClickUp blog are a helpful starting point because they cover the most common data points event teams need.

You can review ideas and inspiration for structuring your forms here: event registration form templates. Use that reference to decide which questions and fields you must include for your own events.

Key Elements to Include in a ClickUp Form

When translating those template ideas into your workspace, make sure your form covers:

• Event and ticket basics (event name, ticket choice)
• Registrant identity (name, email, role, company)
• Logistics (arrival date, special accessibility needs)
• Preferences (sessions, tracks, workshops)
• Consent (terms, privacy, and opt-in checkboxes)

Each element from the template becomes either a form field, a Custom Field, or an internal task property.

Create a ClickUp Form for Event Registrations

Now you are ready to build the actual form your attendees will use.

Step 1: Open the List and Add a Form View

1. Open the List created for your specific event.
2. Click the + View button.
3. Select Form as the view type.
4. Name your view, for example Event Registration Form.

This Form view will turn each submission into a task in your event List.

Step 2: Add and Arrange Form Fields

1. Drag existing Custom Fields into the form layout.
2. Add standard fields such as task name to capture the attendee’s name.
3. Use dropdowns, checkboxes, and text areas to match the questions from your template.
4. Reorder fields into a logical sequence:
   • Contact details
   • Event details
   • Preferences
   • Agreements

Use short labels and clear helper text so attendees can complete the form quickly.

Step 3: Configure Form Settings in ClickUp

Next, configure how submissions behave inside your workspace.

• Destination status: Choose the List status (e.g., New Registration) every new attendee task should receive.
• Task title format: Combine fields like name and ticket type, such as “{{Name}} – VIP Ticket”.
• Default assignee: Set your event coordinator or team as the default owner.
• Confirmation message: Add a short success message so registrants know their form was submitted.

Automate Event Workflows with ClickUp

Once the form is created, you can turn attendee tasks into an automated workflow.

Set Up Automations for Registrations

Use native automation rules so that when a new task is created from your form, actions happen automatically.

• Assign tasks to the registration team
• Apply tags like “Early Bird” or “Sponsor” based on fields
• Move tasks to a different status after review
• Post a comment prompting staff to verify payment

This keeps your pipeline organized without manual sorting.

Track Attendees with ClickUp Views

Use different views to monitor attendee data from multiple angles.

• List view: See all registrants with Custom Fields in columns.
• Board view: Move attendees through statuses such as Registered, Confirmed, Checked-In.
• Calendar view: Visualize key event deadlines and dates.
• Dashboard: Build a panel with widgets for total registrations, ticket types, and capacity.

Each view reads from the same underlying tasks, so your team always sees the latest information.

Best Practices for Managing Event Forms in ClickUp

To maintain a scalable, error-resistant system, follow these best practices.

Standardize Event Templates

Create a master List that acts as your event blueprint. Include:

• Pre-built Form view
• Custom Fields for all standard questions
• Default Automations for routing and tagging
• Baseline task statuses and checklists

For each new event, duplicate the List so your workflows stay consistent.

Secure Your Registration Data

Control who can view or edit sensitive registration details.

• Use permissions to limit access to attendee data.
• Lock views that should not be altered.
• Use private views for financial or VIP information.

This keeps your event data organized and protected throughout the planning cycle.

Optimize Your ClickUp Setup with Expert Help

If you want deeper optimization or custom process design around your event registration system, working with specialists can speed things up. You can explore additional consulting and implementation services at Consultevo, where experts focus on building scalable ClickUp workflows.

By combining thoughtful planning, template-inspired questions, and smart automations, your event registration form becomes a powerful entry point into a fully managed event operations system.

Launch Your Next Event with ClickUp

You now have a practical framework to design event registration forms, connect them to Lists and views, and automate your follow-up work. Start with one event, refine your template as you learn, and then reuse that structure for every future event in ClickUp.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

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