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Form settings

In the Settings tab, you can apply a task template to Form submission tasks or automatically assign them. There are also advanced setting options available for Business Plus Plans and above, like hiding ClickUp branding and adding a redirect URL.

 

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

Choose where submission tasks are created

If your Form was created at a Space or Folder Hierarchy level, you can change the List where the tasks are created. If your Form is at the List level, you can move it to a different Folder or Space. 

To choose where submission tasks are created:

  1. At the top of the Form, select the Settings tab.
  2. In the right sidebar's After submitting form section, click the Create task in dropdown.
  3. Choose a List.

Automatically assign Form submissions

You can automatically assign Form submissions to one person in your Workspace.

To automatically assign Form submissions:

  1. At the top of the Form, select the Settings tab
  2. In the right sidebar's Assign tasks to section, click the person icon.
  3. Search for and select one or more assignees.

When a Form is submitted anonymously and Assign tasks to is applied, the task activity will show ClickBot (Automations) assigned to: [name of the user selected]. 

Apply a template to submissions

To automatically apply a task template to Form-created tasks:

  1. At the top of the Form, click Settings.
  2. In the right sidebar under After submitting the form, click the dropdown next to Apply a template upon submission. 
  3. From the Template Center, select a template.
  4. In the upper-right corner of the Template modal, click Use Template.

Submission settings

Many of these are advanced settings and are only available on the Business Plus Plan and above.  

In the Submission settings section of the right sidebar, you can choose from the following options:

Option Description
Redirect URL

Select a URL to redirect people to after they submit the Form.

Available on the Business Plus Plan and above.  

Form view redirect URLs will only work on public links and if you fill out a Form on a browser that doesn't have your ClickUp account logged in, the task created by the submission will show as created by ClickBot.

For security reasons, redirect URLs do not work when you're embedding a Form.
Button label

Change the Submit button to something else. 

Available on all plans. 
Add custom field answers to the task description

Include all responses in a submitted Form's task description.

Available on the Business Plus Plan and above.  
Show resubmit button

Show the Resubmit button, allowing people to complete the Form multiple times. 

Available on the Business Plus Plan and above.  
Show reCAPTCHA

Protect your Form from fraud and abuse by including reCAPTCHA for submissions.

Available on the Business Plus Plan and above.  
Hide ClickUp branding Remove ClickUp branding from the Form. 

Available on Business Plus Plan and Enterprise Plans. After removing ClickUp branding, you can add your own. 

Optionally, you can also hide branding from the Build tab in the following way:

  1. In the Build or Settings tab in the upper-left corner, click the ClickUp logo.
  2. Click Upload to upload an image from your device. 
  3. Drag the circle to focus on a different part of the image. Or drag a square on the circle to zoom in or out.

Other advanced settings

Following a few other advanced settings available on the Business Plus Plan and above that are found elsewhere in the Form builder:

Edit a Form response message

On the Business Plus Plan and above, you can edit the message that displays when people have submitted their Form response.

To edit the response message:

  1. Select the Build tab.
  2. On the left side of the Form, click End Page.
  3. Click into the text box, and edit the message. 

Customize a Form's design

Customizing the design elements of your Form, by changing the layout, theme, and colors, or adding a cover image is available on the Business Plus Plan and above.

 

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