Manage Form Submissions in ClickUp

ClickUp makes it easy to collect, review, and download form submissions so your team can turn responses into actionable tasks. This guide walks you through accessing submissions, filtering responses, exporting data, and downloading files created from forms.

Use this how-to article to quickly locate the information submitted through your forms and manage it in a structured, repeatable way.

Overview of form submissions in ClickUp

When people submit a form, their responses are stored in a list alongside tasks and other data. Each submission can create a new task that contains:

• All answers from the form fields
• Attachments uploaded by the respondent
• Custom field values mapped from form questions
• Other task details you configured on the form

From there, you can view, filter, and export the information for reporting or sharing with stakeholders.

Access ClickUp form submissions from a view

The most direct way to review responses is from the list where the form is connected. You can open a form view and work with submissions that have already created tasks.

Open a form view in ClickUp

1. Open the workspace and navigate to the space, folder, or list where your form is stored.
2. In the view bar, locate the relevant form view. It may be named after the form itself.
3. Select the form view to see tasks created from form submissions.

Each task corresponds to a single submission, allowing you to scan responses quickly or open a specific task for more detail.

Review individual submissions

1. From the form view, click a task name created by the form.
2. In the task details, review the fields that map to each question.
3. Check attachments or linked items added during the submission.

This method helps you understand submissions one by one, which is useful for support tickets, intake requests, or approvals.

Use ClickUp filters to find specific submissions

You can refine the list of form-generated tasks using standard filters. This is helpful when you need to focus on a particular segment of responses.

Filter form submissions by fields

1. Open the list or form view that contains the submissions.
2. Click the filter option in the toolbar.
3. Choose filters based on:
   • Status or assignee
   • Custom fields mapped from the form
   • Dates such as created date or due date
4. Apply the filters to narrow down the visible tasks.

Filtering helps you extract sets of submissions, such as responses from a certain region, requests of a specific type, or entries submitted during a time period.

Sort and group ClickUp submissions

To analyze forms more effectively, combine filters with sorting and grouping:

• Sort by created date to see the newest or oldest submissions first.
• Group by a custom field to compare similar responses.
• Save a view configuration to reuse the same filters later.

These tools help you transform your form responses into an organized, report-ready dataset.

Export ClickUp form responses from a list

You can export submissions from a list into a CSV file for use in spreadsheets, reporting tools, or for sharing with external teams.

Prepare your list export

1. Open the list containing tasks created from your form.
2. Adjust filters so only the submissions you care about are visible.
3. Customize columns to include the fields you want in the export, such as:
   • Task name or ID
   • Custom fields that store form answers
   • Dates, assignees, or statuses

The export will use the current view, so confirming filters and columns before exporting ensures you capture the precise data set you need.

Export the list of submissions

1. In the list view toolbar, open the settings or more options menu.
2. Select the export option (typically to CSV).
3. Confirm your export settings, if prompted.
4. Download the generated file to your device.

You can open the CSV in your preferred spreadsheet application to perform additional analysis, create charts, or merge data with other reports.

Download files from ClickUp form submissions

Some forms allow users to upload files, such as screenshots, documents, or images. These files are attached to the tasks created by the form.

Locate attachments from a single submission

1. Open the list that contains form submissions.
2. Click the task created from a specific form response.
3. In the task panel, scroll to the attachments section.
4. Click any file to preview or select the option to download it.

This is useful for handling support materials, creative assets, or any documents that accompany a form response.

Download multiple files from ClickUp tasks

When you have many submissions, you may want to download multiple files more efficiently:

• Filter the tasks to show only the submissions that include attachments.
• Open each task and download the files you need.
• Organize the downloaded files into folders that match your workflow.

For large-scale file management, consider using folders or naming conventions that match fields in your form, so you can easily relate files back to their submissions.

Share and collaborate on ClickUp form data

Once you have accessed or exported your form submissions, you can collaborate with your team to act on the data.

Collaborate directly in ClickUp tasks

• Assign submissions to specific team members for follow-up.
• Add comments with context or next steps.
• Use statuses or custom fields to track progress.

This keeps every form response connected to the workflow it belongs to, ensuring that nothing is lost after a submission is received.

Share exports with other teams

After exporting submissions, you can:

• Share CSV files with external stakeholders.
• Import the data into business intelligence tools.
• Combine exported data with other metrics for deeper analysis.

Using exports alongside internal workflows allows both non-users and workspace members to benefit from the information collected.

Best practices for managing ClickUp form submissions

To keep form data organized and accessible, set up a repeatable process:

• Create dedicated lists for different forms to separate response types.
• Standardize custom fields so you can compare or merge responses across forms.
• Use automations to route tasks or set default assignees and priorities based on form answers.
• Schedule regular exports if you rely on spreadsheets or external reports.

These practices ensure that your forms remain a reliable source of structured data instead of unorganized responses.

Additional ClickUp resources

For more detailed steps and the latest updates on accessing and downloading form submissions, refer to the official documentation on the ClickUp Help Center: Access and download Form submissions.

If you need advanced workflow design, implementation, or consulting for your workspace, you can also explore specialized services at Consultevo.

By combining form views, filters, exports, and file downloads, you can turn every submission into well-organized, actionable data managed directly inside ClickUp.

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If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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