ClickUp Forms for Marketing Teams: Step-by-Step Guide

ClickUp helps marketing teams collect requests, qualify leads, and manage campaigns from one place using customizable Forms that create tasks automatically.

This how-to guide walks you through setting up Forms, sharing them with stakeholders, and turning responses into actionable work for your marketing team.

Why marketing teams use ClickUp Forms

Forms let you capture structured information from clients, sales, and internal stakeholders without messy email threads or scattered spreadsheets.

With Forms you can:

• Create new tasks from every submission
• Standardize intake for campaigns, design requests, and content briefs
• Automatically assign work to the right team or owner
• Track priorities and deadlines as soon as requests come in

Everything submitted via the Form appears as a task in your chosen location, so marketers can plan, execute, and report from a single workspace.

Prepare your ClickUp location for Forms

Before building a Form, set up the Space, Folder, or List where new tasks will live. This makes it easier to categorize and report on marketing work.

1. Create or open a marketing Space.
2. Add Folders such as Campaigns, Design, or Content.
3. Inside each Folder, create Lists like Ad Requests, Blog Briefs, or Event Campaigns.

Each List can host its own Form so different marketing workflows stay organized and easy to manage.

How to create a Form in ClickUp

Once your List is ready, you can build the Form that requesters will use to submit information.

Step 1: Open the Form view in ClickUp

1. Navigate to the List where you want new tasks to be created.
2. Add a new view and choose the Form view type.
3. Name your Form to match the intake purpose, such as Marketing Request Form or Creative Brief.

The Form view is now added to your List and you can start customizing fields.

Step 2: Add fields to your ClickUp Form

Form fields correspond to task fields. When someone completes a field, that data is automatically mapped into the new task created in your List.

Common fields for marketing teams include:

• Task name (for the request title)
• Description (to capture project details or a creative brief)
• Assignee (who will own the work)
• Due date (campaign launch or deliverable deadline)
• Priority (Low, Normal, High, Urgent)
• Custom fields for channels, budgets, assets, or campaign types

Drag and drop fields into the Form layout and arrange them in the order requesters should see them.

Step 3: Configure required fields and instructions

To make sure marketing requests are complete and actionable, configure field settings carefully.

• Mark essential fields as required so they cannot be skipped.
• Use field descriptions to explain what information you need.
• Rename fields so non-technical stakeholders understand them clearly.

Well-labeled fields reduce back-and-forth and help your team start work faster.

Automate task creation with ClickUp Forms

Every Form submission creates a new task in your List, but you can also preset details so work lands in the right place each time.

Set default task properties in ClickUp

In the Form settings, define defaults that apply to all submissions:

• Default assignee to route all new requests to a marketing coordinator or queue.
• Default status (for example, New or Intake).
• Default priority for general requests.
• Tags like marketing-request or campaign-intake.

These options help you maintain a consistent marketing process and keep new tasks easy to filter and report on.

Use custom fields for marketing-specific data

Custom fields are powerful for segmenting and managing work. Popular choices for marketing teams include:

• Campaign type (Product launch, Webinar, Event, Nurture, Evergreen)
• Channel (Email, Social, Paid ads, SEO, Events, Web)
• Budget (number or currency field)
• Target audience (dropdown or text)
• Asset type (Banner, Landing page, Video, Blog, Ad copy)

Map each custom field into your Form so requesters can provide this structured data up front.

Share your ClickUp Form with stakeholders

Once your Form is built, you need to make it easy for people to access and submit requests.

Generate a public link in ClickUp

1. Open the Form view.
2. Toggle the setting to make the Form public.
3. Copy the shareable URL.

You can distribute this link to internal teams, clients, or partners. No account is required to submit the Form when it is shared as a public link.

Embed your ClickUp Form on a page

If you want a more integrated experience, embed the Form on an internal portal, intranet, or website.

1. From the Form settings, copy the embed code.
2. Paste the code into the HTML of your chosen page.
3. Resize or style the container as needed.

This is especially helpful for agencies or internal marketing teams that want a consistent, branded intake experience.

Manage and prioritize requests created by ClickUp Forms

After submissions start coming in, marketers can use task views and filters to manage demand.

Organize tasks from Form submissions

In the List that hosts your Form, use views like:

• List view to quickly scan new requests.
• Board view to move tasks across workflow stages.
• Calendar view to align deadlines and campaign launches.

Filters let you focus on the most urgent work, such as high-priority tasks or requests due this week.

Collaborate and follow up from ClickUp tasks

Every Form submission becomes a task where your team can collaborate in context.

• Add subtasks for design, copy, and approvals.
• Mention teammates in comments for feedback or sign-off.
• Attach files, briefs, and brand guidelines directly to the task.

Because all details originate from the Form, team members have a complete view of each request without digging through inboxes.

Optimize your ClickUp Forms for marketing workflows

Over time, review how requesters use your Form and which fields cause confusion or missing data.

• Remove unnecessary fields that slow down submissions.
• Split a long Form into separate Forms for different request types.
• Adjust required fields to balance completeness with ease of use.
• Update descriptions to reflect new campaign processes.

Small improvements to your intake Form can significantly reduce manual work for your marketing team.

Learn more about ClickUp Forms and marketing

For additional details about configuration options and examples for marketing teams, see the official Forms guide on the ClickUp Help Center: Forms for marketing teams.

If you need help implementing a full marketing operations system around your Forms, you can also work with consultants who specialize in workspace setup and automation, such as Consultevo.

By designing thoughtful Forms, mapping them to well-structured Lists, and sharing them broadly, your marketing team can use ClickUp to turn unstructured requests into a clear, repeatable workflow from intake through delivery.

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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