How to Use ClickUp as a SurveyMonkey Alternative

ClickUp can be configured as a powerful SurveyMonkey alternative by combining Forms, tasks, views, and reports to collect responses, track follow-ups, and analyze feedback in one workspace.

This step-by-step guide teaches you how to replicate core survey workflows using features highlighted in alternatives from the SurveyMonkey alternatives comparison, while keeping everything organized inside a single platform.

Plan Your Survey Workflow in ClickUp

Before building anything, define how you want data to move through your system. This mirrors the planning you would do with any survey platform.

Clarify your survey goal

Decide what you want to learn and how you will use the results. Common goals include:

• Measuring customer satisfaction or NPS
• Collecting product feedback after a feature launch
• Running market research on a new idea
• Sending internal employee engagement surveys

Create a dedicated Space or Folder in ClickUp for this research initiative so every list, task, and form is easy to find later.

Map stages of your survey process

Sketch the stages your survey will pass through, such as:

1. Design questions
2. Distribute survey
3. Collect responses
4. Analyze results
5. Act on insights

These stages will help you design statuses, views, and automations in ClickUp that mirror familiar survey tools.

Set Up a ClickUp List for Survey Responses

The core of your survey system will be a List that stores each response as a task with structured Custom Fields.

Create a dedicated survey List

1. In your research Space, click + New List.
2. Name it clearly, for example: Customer Feedback Survey Q1.
3. Add a short List description explaining what this survey is for and who owns it.

This List becomes the central database for all incoming responses in ClickUp.

Add Custom Fields for structured survey data

Use Custom Fields to mirror the questions you would normally configure in a survey app. Common field types include:

• Dropdown for multiple-choice answers
• Number for ratings (e.g., 1–10)
• Text for open-ended feedback
• Email to store respondent addresses
• Tags or Dropdown for segments like lead type or persona

To add these in ClickUp:

1. Open your List and switch to Table or List view.
2. Click + at the top of the columns and choose Custom Field.
3. Select a field type and label it with the survey question text or a short code.

Each future response created via a Form will populate these Custom Fields automatically.

Build a ClickUp Form to Collect Responses

Forms turn your List setup into a shareable survey link. This is where ClickUp acts most like a SurveyMonkey alternative.

Create the Form view

1. Open your survey List.
2. Click the + View button.
3. Select Form and give it a descriptive name, such as Customer Feedback Form.

The Form will automatically pull in existing Custom Fields, which saves time compared to rebuilding your questions from scratch.

Configure survey questions in ClickUp

Inside the Form builder, you can:

• Toggle whether each question is required
• Reorder fields via drag-and-drop
• Edit labels to be more respondent-friendly
• Add helper text for scale descriptions (e.g., 1 = Poor, 10 = Excellent)

Align your questions with best practices seen across alternative survey tools: keep questions short, group similar topics, and limit mandatory questions to reduce drop-offs.

Brand and finalize the Form

To keep your survey consistent with your company’s style:

• Add a logo or cover image if available in your plan
• Customize the Form title and description to clarify the goal and expected time to complete
• Choose a confirmation message that thanks respondents and explains next steps

Once the Form is ready, copy the shareable link. This link is what you’ll distribute in emails, chats, or on your website.

Distribute Your Survey Using ClickUp

With your Form link ready, focus on getting responses from the right audience with simple distribution tactics.

Share the survey via email and chat

Use your preferred email marketing platform or internal announcements to share the Form link. In your message:

• Explain why you’re running the survey
• Highlight how long it takes to complete
• Clarify the deadline for responses

You can also pin the link in team chats or community channels for easy access.

Track outreach tasks in ClickUp

Create a separate List or section for outreach efforts and add tasks like:

• Draft survey invitation email
• Segment and upload recipient list
• Schedule follow-up reminder

Assign owners and due dates so your outreach process is visible and accountable inside ClickUp.

Organize and Analyze Survey Data in ClickUp

As responses flow in, each one becomes a new task on your survey List, ready to be filtered, grouped, and analyzed.

Use views to slice your survey data

Create multiple views that mirror report-style dashboards in traditional survey software:

• Table view to see all responses in a spreadsheet layout
• Board view to group by status or sentiment, such as Positive, Neutral, Negative
• List view grouped by a field like customer segment, plan type, or region

Filter by Custom Fields to focus on specific segments and compare trends.

Create ClickUp Dashboards for survey insights

Dashboards let you summarize key metrics from your survey List:

1. Open or create a Dashboard.
2. Add widgets such as Bar Chart, Pie Chart, or Number widgets.
3. Connect each widget to your survey List and choose metrics like average rating or count of responses per segment.

This approach gives you at-a-glance views similar to what you’d expect from specialized survey analytics tools.

Automate Follow-Ups in ClickUp

Automation is essential if you want to turn survey answers into meaningful action without manual tracking.

Tag and prioritize important responses

Use Automations to manage critical responses, such as low satisfaction scores:

• When a rating field is below a threshold, automatically add a High Priority tag.
• Assign those tasks to a customer success manager.
• Set a due date for follow-up within a defined timeframe.

This ensures that no important feedback is missed, even as response volume grows.

Create workflows for improvement tasks

When you identify patterns in feedback, convert them into improvement projects inside ClickUp:

1. Create tasks for new features, process changes, or documentation updates.
2. Link each improvement task back to representative survey responses.
3. Use dependencies and statuses to track progress from idea to completion.

This closes the loop between surveys and execution in a single workspace.

Best Practices for Managing Surveys in ClickUp

To keep your survey system sustainable and scalable, apply these best practices across projects.

Standardize templates for recurring surveys

If you run quarterly or annual surveys, create a List template that includes:

• Prebuilt Custom Fields for core questions
• Form views with standard sections
• Dashboards and key analytics widgets
• Automations for tagging and assignment

This lets you spin up new survey cycles quickly while maintaining comparability over time.

Control access and data visibility

Use permissions to protect sensitive data while still collaborating effectively:

• Limit who can edit Custom Fields and Forms
• Restrict access to specific Lists with private settings if responses are confidential
• Create separate views for leadership summaries that hide personal identifiers

These controls help you handle internal and external surveys responsibly inside ClickUp.

Next Steps and Additional Resources

By combining Forms, Custom Fields, views, Dashboards, and Automations, ClickUp can serve as a practical SurveyMonkey alternative that centralizes both feedback collection and follow-up work.

To deepen your setup, study how other tools, including those featured in the original SurveyMonkey alternatives guide, structure question types, logic, and analysis, then adapt those patterns into your own workspace.

If you need professional help building advanced workflows, AI integrations, or survey-driven automations around ClickUp, consider consulting specialists such as Consultevo to design a robust system tailored to your team.

With a thoughtful structure and consistent templates, you can manage every stage of your survey process inside ClickUp, from data collection to insight-driven execution.

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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