Use the Forms Hub to organize, search, and create Forms from one centralized location. 

Forms in the Hub are organized into three cards and a table. The cards and the table have various filters and actions that you can use to manage your Forms.

Feature availability and limits vary by plan and user role. Learn more

This article covers versions 3.0 and 4.0. Learn what's new in ClickUp 4.0!

Access Forms Hub in ClickUp 4.0

In your Global Navigation, select Forms.

If you don't see Forms in your Global Navigation:

1. Click More.
2. Select Forms.
3. To keep Forms visible in your Global Navigation, pin it.

Forms Hub quick actions in ClickUp 4.0

Hover over Forms in your Global Navigation:

• To hide Forms Hub from your Global Navigation, click the unpin icon.
• Click the plus icon to create a Form.
• View All Forms, Forms added to your favorites, and recent Forms.

Access Forms Hub in ClickUp 3.0

The Forms Hub is in your Sidebar. If you don't see it:

1. From the Sidebar, click More.
2. Select Forms.

To pin the Forms Hub to your Sidebar:

1. From the Sidebar, click More.
2. Next to Forms, click the pin icon.

If the info in the Form's row is grayed out, it is not published. To publish it, hover over the Form's name and select Edit Form. The Form opens, and in the upper-right corner, you can click the Published toggle on.

Forms Hub sidebar in ClickUp 4.0

In ClickUp 4.0, the Forms Hub sidebar includes:

• Pages
• Sections

Forms Hub sidebar pages

Each page displays Forms in a table.

The Forms Hub sidebar includes the following pages:

• All Forms: View all the Forms you have access to in your Workspace.
• Created by me: Forms you've created.

Forms Hub sidebar sections

Each section displays a list of Forms. Click on a Form's name to open it.

The Forms Hub sidebar includes the following sections:

• Favorites: Forms added to your favorites.
• Recents: Forms you've accessed recently.

Forms Hub cards in ClickUp 3.0

Use cards to quickly locate a Form. Cards allow you to find recent Forms, Forms added to your favorites, and Forms created by you.

There are three Forms Hub cards:

• Recent: Forms you've recently opened.
• Favorites: Forms added to your favorites.
• Created by Me: Forms you've created.

Forms cannot be shared or edited from cards.

Use Forms Hub cards

Hover over any Form to take the following actions:

• Open in new tab: Open the Form in a new tab.
• Copy URL: Copy the URL of the Form.

Customize columns

The Name column is required in the Forms Hub table. You can choose to show or hide all other columns.

To show or hide columns:

1. In the upper-right corner of the table, click the + icon.
2. Choose which columns to show or hide by clicking the toggle on or off.

To reorganize the order of the columns:

1. Hover over the column.
2. To move it, click and hold the drag handle.

Available columns

You can show or hide the following columns in the Whiteboards Hub table:

Sort by column

Sort columns to organize your Workspace's Forms in a way that makes sense to you. Sorting settings are saved per person, not for the whole Workspace. 

The following columns in the Forms Hub table can be sorted:

• Name
• Date viewed
• Date updated
• Date created 

To sort by a column, click its header. Click it again to change the sort direction.

The arrow to the right of the column header indicates which direction the column is sorted. You can sort by one column at a time.

Create a Form

A Form created in Forms Hub can be accessed from its List or the Forms Hub.

To create a new Form:

1. In the upper-right corner, click New Form.
2. Select a template or select Start from scratch to open an empty Form.
3. Select the List where your Form submissions will be saved.
4. The Form opens and you can begin customizing it!

Form templates in ClickUp 4.0

In ClickUp 4.0, Forms Hub includes a templates section that displays helpful Form templates.

Click a template to create a new Form using the template.

Search for Forms in ClickUp 4.0

To search for a Form by name, from any page in Forms Hub:

1. In the upper-right, click Search.
2. Type in the name of a Form.
3. The table is filtered to display matching Forms.

Search for Forms in ClickUp 3.0

To search for a Form by name:

1. Below the Created by Me card in the upper-right corner of the table, click Search Forms.
2. Enter the Form's name.

Copy, favorite, and rename Forms

From Forms Hub, hover over a Form to:

• Copy link: Copy a link to the Form.
• Favorite: Add the Form to your favorites.
• Rename: Rename the Form.

Access the Forms context menu

You can access the Form context menu for each Form. The context menu including settings for managing the Form in ClickUp.

From Forms Hub:

• Right-click on a Form.
• On the far-right, click the ellipsis ... icon.

You can use Form settings to customize the submission experience, how tasks are created and assigned, and the layout and colors for each Form.

Form context menu settings

The following table describes the settings available from the context menu: