How to Use ClickUp Forms Step by Step

ClickUp gives you powerful online forms that connect directly to your tasks, making it easier to collect information and turn it into action in one workspace.

This how-to guide walks you through setting up forms, customizing fields, sharing them, and managing responses using built-in features inspired by the options described in the ClickUp blog article about Google Forms alternatives.

Why Use ClickUp for Forms and Surveys

Before building your first form, it helps to understand why ClickUp is a strong choice for collecting data, feedback, and requests.

• Connect form submissions directly to tasks, assignees, and workflows
• Standardize intake for requests, feedback, and bug reports
• Centralize responses in one place instead of scattered tools
• Use templates and views to analyze and track submissions

Compared to standalone tools, everything you collect can immediately feed into your project management process inside ClickUp.

Prepare Your Workspace for ClickUp Forms

Before you create a form, set up the Space, Folder, and List that will hold the tasks generated from submissions.

1. Create or choose a Space. Use a dedicated Space for support, operations, or projects where you expect incoming requests.

2. Add a Folder for intakes. Group related Lists that will store tasks created from form entries.

3. Create a List for form responses. Name it clearly, such as “Support Requests” or “Feature Ideas,” so your team recognizes its purpose.

4. Define statuses and custom fields. Decide how you will track items (New, In Progress, Complete) and which data points are required (priority, contact info, categories).

With this structure in place, every new form submission in ClickUp becomes a task in the right List with the correct statuses and fields.

Create Your First ClickUp Form

Once your List is ready, you can build a form connected to that List.

1. Open the List. Navigate to the List that should collect form submissions.

2. Switch to the Form view. Add a Form view so responses will create tasks in this List.

3. Name your form. Use a clear title such as “IT Help Desk Request” or “Product Feedback Form.”

4. Set the task destination. Confirm that new submissions create tasks in the selected List.

This connection ensures that every form entry in ClickUp becomes an actionable task for your team.

Customize Fields in Your ClickUp Form

Effective forms capture the right information with as little friction as possible. ClickUp lets you customize fields so tasks are created with structured, useful data.

Add Basic Fields in ClickUp Forms

Start with essential fields for identification and communication.

• Short text for names, titles, or brief labels
• Email fields to contact respondents
• Phone or other contact info fields
• Long text for detailed descriptions or feedback

Each basic field maps directly to task fields in ClickUp, helping your team see all details at a glance.

Use Custom Fields in ClickUp for Better Data

Custom fields let you standardize input so information is easier to filter, sort, and report on.

• Dropdowns for categories, teams, or product areas
• Priority fields to mark urgency
• Checkboxes for yes/no confirmations or agreement to terms
• Number fields for budget, quantity, or impact scores

When you connect custom fields to form questions in ClickUp, each submission arrives as a well-structured task that is ready for your workflows.

Design and Organize Your ClickUp Form

A clean, logical layout encourages more complete and accurate submissions.

Group Questions into Sections in ClickUp

Use headings and question order to guide respondents through the form.

• Start with basic contact details
• Move into problem description or request details
• End with optional extras such as attachments or follow-up preferences

In ClickUp, arranging questions thoughtfully makes it easier for your teammates to process the resulting tasks.

Set Required Questions in ClickUp

To avoid missing details, mark critical questions as required.

• Contact information fields for follow-up
• Category or type of request
• Core description of the issue or idea

Defining these as required inside ClickUp forms reduces back-and-forth messages for clarification.

Automate Workflows from ClickUp Form Submissions

Once your form is live, you can automate what happens to each new task created from responses.

Assign Owners and Set Priorities in ClickUp

Use options that automatically populate key fields whenever a form is submitted.

• Assign all new tasks to a triage owner or team
• Default the status to “New” or “Intake”
• Set a default priority for urgent request types

This ensures new tasks created by ClickUp forms are routed to someone accountable right away.

Connect ClickUp Forms to Views and Dashboards

Because submissions become tasks, you can use all the normal views and reporting tools to manage them.

• List and Board views to track progress through statuses
• Calendar views to see due dates and timelines
• Dashboards to summarize volume, status counts, and workload

ClickUp lets teams treat form submissions like any other work item, so nothing gets lost.

Share Your ClickUp Form

After building and designing your form, you need to share it with the right audience.

1. Copy the public link. From the Form view in ClickUp, generate a shareable URL.

2. Embed on websites or portals. Add the form link or embed code to your intranet, help center, or landing pages.

3. Share in email or chat. Send the form link through newsletters, onboarding flows, or support messages.

4. Use QR codes. Convert the link into a QR code for events or printed materials.

Every time someone fills out the shared form, ClickUp creates a new task in the connected List you configured earlier.

Review and Manage Responses in ClickUp

Managing submissions is just as important as collecting them. Because everything lives inside your workspace, your team can quickly act on new items.

Handle New Tasks Created by ClickUp Forms

Use simple routines to keep your intake List organized.

• Review new tasks daily or hourly depending on volume
• Update statuses as work progresses
• Reassign tasks to the right owners or teams
• Add comments, attachments, and subtasks for clarity

ClickUp centralizes this activity so your team has a single source of truth for all incoming requests and feedback.

Analyze Trends in ClickUp Submissions

Over time, patterns in your submissions can inform improvements.

• Filter tasks by custom fields like category, product area, or severity
• Use dashboards to track counts and average resolution times
• Identify common pain points for process or product changes

Because data from the form is structured, ClickUp makes it easier to generate insights and refine both your intake and your workflows.

Improve Your Forms and Workflows Over Time

Your first version of a form is rarely the last. Monitor usage and feedback, then refine your ClickUp forms to reduce friction.

• Remove unnecessary questions that slow people down
• Clarify wording where responses are inconsistent
• Add new fields when your team frequently asks for extra details
• Update automations as ownership or processes change

Continuous improvements help your team handle more submissions with less manual work.

Next Steps and Additional Resources

To take your implementation further, you can explore external resources and optimization support services.

• Read the full breakdown of form features and comparisons in the official ClickUp Google Forms alternative article.
• Work with optimization specialists at Consultevo to align your forms with broader workflow and automation strategies.

By following the steps in this guide and refining your setup over time, you can use ClickUp forms to capture requests, feedback, and ideas and convert them into organized, trackable work inside a single, connected platform.

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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