Form settings in ClickUp

Form settings in ClickUp let you control how people submit information, how tasks are created, and how private data is handled when work requests come into your workspace. This guide walks you through each setting so you can configure forms safely and efficiently.

Accessing form settings in ClickUp

Before you can manage options for submissions, privacy, and task creation, you need to open the form builder and locate the settings panel.

1. Open the Space, Folder, or List where your form lives.

2. Click the Views section and select your existing Form view, or create a new Form view.

3. Once the form builder opens, locate the settings icon or Settings tab in the form editor.

All available form configuration options are grouped here so you can adjust them without affecting the form’s layout.

General ClickUp form configuration

The general settings control the basic behavior of your form, including the title seen on the live form, confirmation options, and what happens after someone submits a response.

Set the form title and description

You can customize the title and description that appear at the top of the public form.

• Update the form name to match the type of requests you collect, like “IT Support Request” or “New Project Intake”.

• Add a short description explaining what information you need from the requester.

These details do not change the view name inside ClickUp, but they help external submitters understand how to use the form.

Customize the success message

After someone submits a response, you can control what confirmation message they see.

• Edit the success text to confirm their request was received.

• Optionally provide next steps, such as response times or how you will follow up.

This message appears on the form’s confirmation screen and is separate from any notification sent from ClickUp.

Redirect after submission

Instead of keeping people on the default confirmation page, you can redirect them to a different URL.

1. In the form settings, toggle the redirect option on.

2. Paste the URL where you want submitters to land, such as a thank-you page, documentation site, or onboarding resource.

Use this when you want to move users from the form back to your website, support center, or another ClickUp-related resource.

ClickUp privacy and access settings

Privacy-related controls define who can see and submit the form, and what information is shown inside the resulting tasks.

Control who can access the form

Depending on your plan and use case, you can decide whether the form is open to the public or restricted.

• Public access: Anyone with the link can submit the form, even if they do not have an account.

• Internal access: Only people with workspace access can view and submit.

To adjust this, use the visibility or sharing options in the form view inside ClickUp.

Allow multiple submissions

Some intake workflows need to limit how often a single person can submit, while others encourage multiple submissions.

• Leave multiple submissions open if you expect many separate requests.

• Combine with sign-in or email fields when you need to understand who is sending each request.

Choose the setting that best matches your support, HR, or project intake workflows.

Hide internal fields from requesters

Forms can connect to task fields that you use internally in ClickUp, like priority, status, or assignee. Use the form editor to decide which fields are visible to submitters and which should remain internal.

• Enable or disable fields from the live form while still mapping them to the resulting task.

• Set default values for internal fields, such as default status or assignee, without exposing them.

This keeps your internal processes organized while simplifying the form for external users.

ClickUp task creation from form responses

Every form submission creates a task in the selected location. Task-related settings determine how those tasks are structured and what information they contain.

Choose the task location

Each form is linked to a specific List inside your workspace.

1. Open the form view in ClickUp.

2. In the settings, select the target List where new tasks should be created.

3. Confirm that the List has the right statuses, fields, and automations to handle incoming requests.

Changing the List changes where new form tasks will appear, which is important for routing work to the right team.

Map fields to task properties

As you build the form, you can map form questions to existing task fields.

• Use short answer fields for task titles or brief summaries.

• Use long answer fields for task descriptions or detailed requirements.

• Connect dropdowns or selections to Custom Fields to track categories, urgency, or departments.

Mapping fields ensures that the data captured through the form is immediately usable in ClickUp without manual data entry.

Configure default task details

Some properties do not need to come from the form submitter and can be standardized.

• Set default assignees so new tasks automatically go to the correct owner or team.

• Configure default status, such as “New” or “Intake”.

• Apply tags that categorize all form-generated tasks.

This saves time and ensures consistent organization of all incoming requests.

Advanced ClickUp form behavior

Beyond basic setup, you can tune behavior that affects how forms work across broader workflows and automations.

Use form links and embeds

Once your form settings are configured, you can share the form in different ways.

• Copy the public link and share it by email, chat, or documentation.

• Embed the form on a website or internal portal using the share options.

Whichever method you choose, the form settings in ClickUp continue to control how responses are processed and converted into tasks.

Combine forms with automations

After form tasks land in the target List, you can trigger automations to handle repetitive steps.

• Automatically change status based on field values.

• Notify specific team members when a new request is created.

• Apply templates to standardize task subtasks and checklists.

Configure these from the List automations panel so each new form task follows the same workflow.

Best practices for ClickUp form settings

To keep your intake process efficient and secure, review your settings regularly.

• Test the live form after each change to confirm task creation and field mappings work as expected.

• Review privacy options when sharing the link outside your organization.

• Standardize naming, default fields, and locations so all form-generated tasks follow the same structure.

Well-configured settings reduce manual work, improve clarity for requesters, and keep internal teams aligned.

Learn more about ClickUp forms

If you want a deeper reference on every option and limitation, see the official documentation for form settings in ClickUp form settings. This page explains current behavior and feature availability across plans.

For additional strategy on building scalable intake workflows and optimizing your workspace, you can also explore expert resources from partners such as Consultevo, which specializes in workspace optimization and process design.

By fine-tuning form settings and combining them with task fields, automations, and standardized Lists in ClickUp, your team can handle requests consistently and avoid manual data handling across projects and departments.

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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