ClickUp Forms Hub Guide
The ClickUp Forms Hub centralizes every form in your Workspace so you can quickly organize, manage, and share form-based workflows without hunting through individual views.
This how-to guide walks you through accessing the Forms Hub, filtering and organizing forms, creating new forms, and managing form settings to keep your request and intake processes consistent.
What the ClickUp Forms Hub Does
The Forms Hub is a dedicated area where you can see all forms from across your ClickUp Workspace in one organized interface. Instead of opening each List or Folder to find a form view, you can browse, search, and manage them centrally.
With the Forms Hub, you can:
- View every form created in your Workspace
- Filter forms by Space, Folder, and List
- Search forms by name
- Open existing forms for editing or sharing
- Create brand-new forms and assign them to a location
How to Access the Forms Hub in ClickUp
You can reach the Forms Hub from the main navigation so it is always a click away, regardless of which Space or List you are in.
Open the ClickUp Forms Hub from the Sidebar
- Sign in to your ClickUp Workspace.
- Look at the left sidebar and find the Forms or Forms Hub entry, depending on your current interface version.
- Click the hub entry to open the central Forms Hub page.
Once open, you will see a list or grid of all forms that exist across Spaces, organized with helpful filters and controls.
Navigating the ClickUp Forms Hub Interface
The Forms Hub layout is designed to make it easy to find exactly the form you need, even in large Workspaces with many teams and projects.
Filter ClickUp Forms by Location
Use location filtering to narrow down the Forms Hub list:
- Space filter: Limit the list to forms created in a specific Space.
- Folder filter: Drill deeper into a Folder inside that Space.
- List filter: Focus on forms that belong to a particular List.
Combine these filters to zero in on forms related to a single team, department, or project area.
Search Forms by Name in ClickUp
The search field in the Forms Hub lets you quickly find forms by name:
- Click into the search bar at the top of the hub.
- Type part or all of the form name.
- Review the filtered results that match your search term.
This is especially useful if you remember what a form is called but not where it lives in the Workspace hierarchy.
How to Create a New Form from the ClickUp Forms Hub
Instead of navigating to a List first, you can start a brand-new form directly from the Forms Hub and then connect it to the right location.
Step-by-Step: Create a Form in ClickUp Forms Hub
- Open the Forms Hub from the left sidebar.
- Click the New Form or similar action button, usually located near the top right of the hub.
- Select the Space, Folder, and List where you want new submissions to create tasks.
- Give your form a descriptive name that makes its purpose clear.
- Click to create the form and open the form builder interface.
From here, you can add fields, adjust layout, and configure settings so that each submission becomes a structured task inside ClickUp.
Editing Existing Forms from the ClickUp Forms Hub
The Forms Hub lets you quickly refine, update, or correct forms as your processes evolve.
Open a Form for Editing in ClickUp
- In the Forms Hub, use filters or search to locate the form you want to update.
- Click the form name or the edit icon to open the form builder.
- Modify fields, required questions, and design options as needed.
- Adjust destination settings, automation behavior, or default values if available in your current ClickUp plan.
- Save your changes to apply the updates instantly.
Because everything is centralized, you no longer need to remember which List view a form belongs to before editing it.
Managing Form Organization in ClickUp
Good organization in the Forms Hub ensures your team can find and use forms consistently.
Use Naming Conventions in ClickUp Forms
Establish a simple naming pattern that works for your organization, such as:
- Team – Purpose (for example, “Marketing – Design Request”)
- Department – Form Type (for example, “HR – New Hire Intake”)
- Project – Request Category (for example, “Website Redesign – Content Intake”)
Clear names help each team member recognize the correct form at a glance in the Forms Hub.
Review and Clean Up Forms in ClickUp
Over time, you may create many forms. Use the Forms Hub to periodically review them:
- Identify outdated forms and archive or delete them according to your Workspace policy.
- Merge overlapping forms by standardizing on a single, well-structured version.
- Confirm that each active form still points to the right Space, Folder, and List.
Regular cleanup keeps your Forms Hub efficient and easy to navigate.
Sharing and Using Forms Created in ClickUp
Once your forms are set up, you can distribute them to stakeholders and collect information that flows directly into tasks.
Share ClickUp Forms from the Forms Hub
- Find the form you want to share in the Forms Hub.
- Open the form or use the quick actions menu.
- Copy the public form link or adjust sharing settings, such as permissions or access controls, depending on your plan.
- Send the link to internal or external users through email, chat, or your website.
Responses submitted through these shared forms automatically create or update tasks in the target List defined during setup.
Best Practices for ClickUp Forms Hub Workflows
To get the most value from the Forms Hub, align it with your team’s request and intake management processes.
- Standardize one primary intake form per major team or department.
- Use clear instructions and field descriptions to reduce confusion.
- Route each form to a dedicated List for triage and follow-up.
- Leverage task views and automations (where available) to prioritize new entries.
These practices ensure that every form submission turns into an actionable, trackable task inside ClickUp.
Where to Learn More About ClickUp Forms
For the most detailed, up-to-date product instructions, you can refer directly to the official documentation for the Forms Hub at this ClickUp help center article. It includes current interface screenshots, feature availability notes, and any new options added to the Forms Hub over time.
If you want expert consulting on structuring your Workspace, optimizing forms, or improving intake workflows around ClickUp, you can also explore services from Consultevo, which specializes in productivity and process optimization solutions.
By using the Forms Hub effectively, your team can centralize all request channels, keep forms well organized, and maintain a clear, reliable flow of information into your ClickUp tasks and projects.
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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