How to Replace Google Docs Surveys With ClickUp Templates

Managing surveys in Google Docs can get messy fast. ClickUp gives you a structured, all-in-one way to create, share, and track surveys so you never lose responses or context again.

This step-by-step guide walks you through moving from simple Google Docs survey templates to a streamlined ClickUp workflow using forms, tasks, and powerful views.

Why Move From Google Docs to ClickUp for Surveys

Google Docs works for basic text surveys, but it was not designed for end-to-end feedback management. ClickUp combines survey creation, task management, and reporting in one platform.

Key advantages of using ClickUp instead of static documents include:

• Centralized storage for all survey templates and responses
• Automated task creation from each survey submission
• Built-in collaboration with comments and @mentions
• Powerful views for sorting and filtering responses
• Scalable templates that reduce manual work

The original article on Google Docs survey templates highlights many of these limitations and shows how a work management platform solves them. Here, you will learn the specific steps to set up this system.

Step 1: Plan Your Survey Workflow in ClickUp

Before building anything in ClickUp, clarify what you want from your survey process. This makes it easier to configure your space, folders, and lists correctly.

Define Your Survey Goals

Start by answering these questions:

• What decisions will survey results support?
• Who needs access to responses?
• How often will you send the survey?
• Do you need approvals before sending?

Write a short statement such as, “We will use this survey to measure customer satisfaction after onboarding and create follow-up tasks for the success team.” That statement guides how you configure ClickUp.

Organize Your ClickUp Workspace

Next, decide where survey work should live inside ClickUp.

1. Create or choose a Space for operations, marketing, or customer success.
2. Inside the Space, add a Folder called “Surveys” or “Feedback”.
3. Create separate Lists for each survey type, for example:
   • Customer Satisfaction Survey
   • Employee Engagement Survey
   • Product Research Survey

This structure keeps all survey items visible and easy to manage.

Step 2: Build a Survey List in ClickUp

Each List in ClickUp becomes the home for one survey and its responses. Instead of cluttered documents, every response appears as a task with attached details.

Add Custom Fields for Survey Data

To capture data consistently, set up Custom Fields in your survey List.

1. Open your survey List in ClickUp.
2. Click the option to add a Custom Field.
3. Create fields that match your survey questions or categories, such as:
   • Rating (1–10)
   • Feedback Type (dropdown: Bug, Feature Request, Praise, Other)
   • Customer Segment
   • Priority
4. Use short text fields for open-ended answers and dropdowns for standardized choices.

These fields help you sort and filter responses without manual copying or formatting.

Create a Task Template for Responses

Instead of freeform tasks, use a task template in ClickUp so each survey response follows the same structure.

1. In your survey List, create a new task and name it “Survey Response Template”.
2. In the task description, add sections such as:
   • Summary
   • Key Quotes
   • Action Items
3. Link any standard documents or resources you always reference.
4. Save this task as a template so new responses use it automatically.

This keeps every survey task clear and consistent for your team.

Step 3: Create a ClickUp Form to Replace Google Docs

Forms in ClickUp are the best replacement for Google Docs survey templates because they turn each submission directly into a task.

Configure a ClickUp Form

1. Open your survey List in ClickUp.
2. Add a new Form view.
3. Drag and drop fields into the Form, mapping them to your Custom Fields and task fields.
4. Include:
   • Name or identifier for the respondent
   • Primary survey questions
   • Optional comments
   • Consent or agreement checkboxes if required
5. Customize the Form title, description, and confirmation message.

Now, every completed Form becomes a task in the List, automatically organized and ready for follow-up.

Automate Task Settings for Responses

To save even more time, configure default settings for tasks created from the Form in ClickUp.

• Set a default assignee, such as the person who reviews survey responses.
• Apply your “Survey Response Template” to each Form submission.
• Set a default status, for example “New Response”.
• Use tags like “customer-survey” or “internal-survey”.

This automation removes repetitive work and ensures nothing slips through the cracks.

Step 4: Share Your ClickUp Survey Securely

Once your Form is ready, you can share it instead of a Google Docs link.

Share the Form Link

1. Open the Form view in ClickUp.
2. Enable public sharing if you want external respondents to access it.
3. Copy the shareable URL.
4. Embed or share it via:
   • Email campaigns
   • Internal chat tools
   • Landing pages
   • Customer support messages

Because responses go straight into ClickUp, there is no need to manage separate folders or update sharing permissions in documents.

Control Access and Privacy

ClickUp gives you more control over access than a simple document link:

• Limit who can see survey responses inside your workspace.
• Restrict editing rights to specific roles.
• Use separate Lists for public and internal surveys.

This structure keeps sensitive feedback organized and secure.

Step 5: Analyze Survey Results in ClickUp Views

After collecting responses, use ClickUp views to analyze and act on data more efficiently than in Google Docs.

Use List and Table Views for Sorting

In the survey List, switch among views to see patterns quickly.

• List view for a simple overview of all responses.
• Table view to sort and filter by Custom Fields such as rating, segment, or sentiment.
• Group by fields like feedback type or assignee to see workload.

This lets you prioritize which feedback to address first.

Create Dashboards in ClickUp

For high-level reporting, use Dashboards to summarize survey data.

• Add widgets for task counts by status or Custom Field.
• Display charts for satisfaction scores or response volume over time.
• Highlight overdue follow-ups and action items.

Dashboards make it easier to present survey findings to stakeholders without exporting to spreadsheets.

Step 6: Turn Survey Feedback Into Action With ClickUp

One of the biggest improvements over Google Docs is the ability to turn every response into an actionable workflow inside ClickUp.

Create Follow-Up Tasks Automatically

Use automations to create follow-up tasks from survey responses.

• When a rating is below a certain threshold, assign a task to a support or success manager.
• When someone suggests a feature, create a linked task in your product backlog List.
• Tag tasks as urgent when specific keywords appear in answers.

This keeps your team responsive and ensures survey data drives real change.

Collaborate on Feedback in One Place

Use ClickUp comments and @mentions to discuss each response.

• Ask clarifying questions or add context directly on the task.
• Attach screenshots, recordings, or related conversations.
• Update the status as you resolve each issue or implement a suggestion.

Instead of copying notes out of a document, your entire conversation stays connected to each response.

Step 7: Standardize Future Surveys With ClickUp Templates

To avoid rebuilding everything for each new survey, save your best setup as a reusable template in ClickUp.

Create a Reusable Survey System Template

1. When you are happy with your survey List, Forms, views, and Custom Fields, open the List settings.
2. Save the List as a template.
3. Name it clearly, such as “Customer Survey System”.
4. Include views, automations, and Custom Fields in the template.

Next time you need a survey, apply the template and adjust only the questions.

Continuously Improve Your ClickUp Survey Process

As your team uses the survey workflow, revisit your setup regularly.

• Remove questions that no longer provide value.
• Add new Custom Fields based on reporting needs.
• Refine automations so tasks reach the right people faster.
• Update dashboards to reflect the metrics leadership cares about most.

This ongoing optimization turns ClickUp into a reliable feedback engine rather than a one-off survey tool.

Next Steps for Optimizing Surveys With ClickUp

Replacing Google Docs with a structured survey system in ClickUp helps you capture feedback, assign ownership, and follow through on improvements in one place.

For broader workflow optimization and implementation support, you can explore expert resources like Consultevo, which helps teams design scalable, process-driven systems.

By combining clear survey goals, ClickUp Forms, Custom Fields, and action-focused views, you will turn scattered feedback into organized insights that drive continuous improvement across your organization.

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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