After creating your Form, it's time to add questions!
Feature availability and limits vary by plan and user role. Learn more
Build tab
You'll add questions to your Form using the Build tab:
Custom Fields and task fields
When people submit a Form, a submission task is created in the location selected when the Form was created. Custom Fields and task Fields are used to create questions. The field determines where in the submission task the responses display. For example:
- Task field type: The response displays in the corresponding task field. For example, Due Date.
- New or existing Custom Field: The response displays in the corresponding Custom Field. For example, Date. New Custom Fields are also added to the Form's location so you can use them in any task in that location! You can use private Custom Fields in Forms!
Forms can only use Custom Fields that exist in the Hierarchy where the Form is created. Forms created from the Hierarchy have the following logic:
| The location where the Form was created | Custom Fields created in these locations are available to use in the Form |
| Form created from a Space | The List where the submission tasks are created The Space The Space's Workspace |
| Form created from a Folder | The List where the submission tasks are created The Folder The Folder's Space The Folder's Workspace |
| Form created from a Subfolder | The List where the submission tasks are created The Subfolder The Subfolder's Folder The Subfolder's Space |
| Form created from a List | The List The List's Folder The List's Space |
Supported question, task, and Custom Fields
The following task fields and Custom Field types are supported:
Take a look at our article Custom Field types for Custom Field type descriptions and examples.
| Question types | Custom Field types | Task field types |
| Task property | Assignee | |
| Task property | Attachments | |
| Task property | Due Date | |
| Task property | Priority | |
| Task property |
Sprint Points This field will only display if the Sprint Points ClickApp is active in the location. |
|
| Task property | Start Date | |
| Task property | Status | |
| Task property | Tags | |
| Task property | Task Description | |
| Task property | Time Estimate | |
| Task property |
Task Name Use this field to allow the submitter to name the submission task. The submission task name defaults to Form Submission - [#ZULU TIME]. For example, Form Submission - #2025-03-22T19:06:34Z. |
|
| Short text | Short text | Task Name |
| Long text | Text area (Long Text) | Task Description |
| Dates | Date | Start Date or Due Date |
| Single-select | Dropdown | Status |
| Single-select | Checkbox | Priority |
| Single-select | Progress (Manual) | |
| Single-select | Rating | |
| Single-select | Voting | |
| Multi-select | Labels | Tags |
| Contact info | ||
| Contact info | Website | |
| Contact info | Phone | |
| Contact info | Location | |
| People | People | Assignee |
| Uploads | Files | Attachments |
| Number | Number | Time Estimate |
| Money | Money | Sprint Points This field will only display if the Sprint Points ClickApp is active in the location. |
| Signature | Signature |
Information Block
At the end of the Question type modal, there's an Information Block layout option. Add an Information Block anywhere in the Form to include rich content like images or tables.
File size limits
Each file uploaded through a Form is limited to 25 MB. This limit applies to an Uploads question mapped to the task's Attachments field or to a Files Custom Field. Files larger than 25 MB can't be uploaded through a Form.
The Forms limit is separate from the limit for files attached directly to tasks. For a larger file, use a supported Cloud Storage link in the Form or upload the file directly to the task created after submission.
Add questions to a Form
When adding questions, you can create a new field or map to an existing one. For example:
- Forms support Number-type Custom Fields.
- I can select the existing Number-type Custom Field named Order number.
- I can select Number to create a new Number-type Custom Field.
- I can select the number-type task field Time Estimate.
To add a question or an Information Block to a Form:
- In build mode, at the bottom of the Form click Add question.
- You can also drag and drop Add question between existing questions to add a new one. Or drag and drop existing questions to reorder them.
- You can also drag and drop Add question between existing questions to add a new one. Or drag and drop existing questions to reorder them.
- Use the Search bar to search for a task field or Custom Field. Or select a Question type to see which fields are associated with it.
- Create new field: Create a new Custom Field of this type. Then add the response to this question to this new Custom Field.
-
Map to: Add the response to this question to an existing text field or Custom Field.
- In the Create field modal, you can edit the question name, add a description, and edit the settings.
Renaming a Custom Field on a Form only changes the name on the Form. The name of the Custom Field in other locations in your Workspace doesn't change.