How to Replace Jotform and Formstack with ClickUp Forms

If you’re ready to streamline work requests, approvals, and data collection, ClickUp gives you a powerful way to replace tools like Jotform and Formstack while keeping all your tasks in one place.

This step-by-step guide shows you how to plan, build, share, and automate forms so every submission becomes a trackable task in your workspace.

Step 1: Plan Your Form Workflow in ClickUp

Before building anything, decide how you want information to move through your workspace.

• Identify who will submit the form (clients, internal teams, stakeholders).
• Define what information you must collect every time.
• Map who will review, approve, or complete each request.
• Decide which space, folder, and list should store the resulting tasks.

Use this planning step to replace scattered Jotform or Formstack workflows with a single list where all requests land as tasks.

Choose the Right Location in ClickUp

Set up a dedicated list for form submissions, such as:

• IT Help Desk Requests
• Marketing Content Requests
• Customer Feedback & Support
• HR & People Operations Requests

Every form you build will create tasks directly in this list, giving you instant visibility and reporting.

Step 2: Create a Form View in ClickUp

Once your list is ready, you can create a form that connects directly to it.

1. Open the list where you want submissions to appear.
2. Add a new view and select the Form view option.
3. Name the form clearly, matching the process it supports.
4. Set visibility so only the right team members can edit it.

This mirrors what you may be doing in Jotform or Formstack but keeps everything in the same work management platform.

Set Basic Form Settings in ClickUp

In the form settings panel, configure:

• Task title source: Choose which field becomes the task name (for example, “Request Title” or “Issue Summary”).
• Default assignee: Specify the person or team that should receive new tasks.
• Default status: Set all new submissions to a clear starting status such as “New Request.”
• Confirmation options: Customize the message users see after they submit the form.

These options help you create a predictable workflow for every new request that enters your list.

Step 3: Build Form Fields that Match Your Process

Now design the form so it captures the right details from every requester.

Add and Configure Form Fields in ClickUp

1. Drag standard fields like short text, long text, dropdowns, and checkboxes into the form.
2. Use custom fields to track structured data such as priority, department, budget, or client.
3. Mark critical fields as required so submissions always contain the minimum information you need.
4. Reorder fields to create a logical, user-friendly flow.

When moving from Jotform or Formstack, match each existing question to a custom field where it can be reported and filtered later.

Use ClickUp Custom Fields for Better Reporting

Custom fields let you go beyond simple data capture and support deeper insights.

• Dropdowns: Standardize options like request type, region, or product line.
• Numbers: Capture estimates, budgets, or quantities.
• Dates: Track due dates or target launch dates directly from the form.
• People fields: Allow requesters to tag owners or stakeholders.

Because each custom field becomes filterable inside your list, you can quickly group, sort, and report on incoming work.

Step 4: Automate Workflows After Form Submission

One of the biggest advantages of using ClickUp instead of standalone form tools is the ability to trigger powerful automations from each new task.

Set Up ClickUp Automations for Form Responses

1. Open the list connected to your form.
2. Go to the Automations menu.
3. Create rules that trigger when a new task is created from the form.
4. Choose actions such as assigning, updating fields, or moving statuses.

Examples of helpful automation rules include:

• Assigning tasks based on the value of a request type custom field.
• Automatically setting a due date a certain number of days after submission.
• Adding tasks to sprints or boards based on priority.
• Notifying specific channels or team members when high-priority requests arrive.

This end-to-end automation gives you a fully connected workflow without juggling multiple platforms.

Step 5: Share Your ClickUp Form with Stakeholders

Once the form and automations are in place, make it simple for people to submit requests.

Publish and Distribute the ClickUp Form Link

1. Open your form view.
2. Toggle the sharing option to generate a public link.
3. Copy the link and share it with your audience.
4. Embed the form link in portals, intranets, or client pages.

You can place the link in help centers, onboarding guides, or internal wikis so everyone knows exactly where to go when they need to submit a new request.

For teams that previously used Jotform or Formstack links, simply replace the old URLs with your new form link so users do not have to change their habits.

Step 6: Track, Prioritize, and Improve Requests in ClickUp

With forms feeding tasks into your list, you can now manage all incoming work from a single source of truth.

Use ClickUp Views to Monitor Form Submissions

Switch between different views to keep your process organized:

• List view: See all tasks in a simple, sortable table.
• Board view: Drag and drop tasks across statuses for Kanban-style workflows.
• Calendar view: Visualize due dates and timelines.
• Dashboard reporting: Build charts and widgets that show volume, turnaround time, and workload.

Because everything is tied to one platform, you can analyze performance across all your form-driven workflows.

Compare Your Old Stack to ClickUp

If you are currently using dedicated form tools, it helps to compare how they fit into your broader processes.

For a detailed breakdown of how Jotform and Formstack differ and where an all-in-one work hub provides more value, review the original comparison here: Jotform vs. Formstack comparison.

Centralizing forms, tasks, and reporting in one platform helps reduce context switching and offers a more complete picture of your operations.

Optimize Your Forms and Workflows Over Time

After launching your first forms, regularly refine them to keep pace with changing needs.

• Review which fields are often left blank or misunderstood.
• Adjust required fields to balance data quality and ease of use.
• Update automations as your processes evolve.
• Use tags and custom fields to improve searchability and reporting.

As you iterate, you will gradually replace scattered intake methods with a consistent, scalable system that grows with your team.

Next Steps: Streamline Your Work with ClickUp

By planning your intake process, creating a form view, configuring custom fields, setting up automations, and publishing shareable links, you can consolidate multiple tools into a single, unified workflow.

For additional strategy support on building efficient digital operations that complement your workspace, consider resources from specialists such as Consultevo.

Use these steps to transform scattered requests into structured, trackable tasks so your teams can focus less on managing tools and more on delivering meaningful results.

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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