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Form view

Build Forms to collect information and streamline task creation! Share your Form anywhere and automatically create a task using the information you've gathered.

What you'll need

  • You need a paid plan to use Form view.
  • Everyone, including guests with edit or full permissions, can create Form views.
  • Anyone with a link to the Form can submit responses to it. They don't need to be a guest or member. 

Create a Form view

You can create a Form view from the Sidebar or from a List.

From the Sidebar

The easiest way to create a Form view is in the Sidebar! This will create a new List called Form and set the Form as the default view.

  1. From the Space you want to add the Form view to, click the ellipsis ... menu.

  2. Select Create new, then Form.
    Screen shot showing the opened +Create new menu with the Form option selected.

  3. Your new Form opens.

  4. The Form is added as a List view, a List in the Sidebar, and also a Form view, as usual.

    • If you change the name of the List view, the name is also saved to the Sidebar List.

From a List

You can also add a Form view from a List:

  1. Open the List you want to add a Form view to.

  2. Click + View and then select Form.
    Screen shot showing the +View menu opened with the Form option selected.

  3. Give your Form a name and description.

  4. Drag and drop fields from the left panel to add them to your Form.

  5. Rename any field by clicking on its title.

    • Renaming a Custom Field's title on a Form view only impacts the public view, and won't rename the Custom Field within your task.

  6. Customize the text shown when someone submits a Form.

  7. Your Form will be publicly shared and available immediately!

By default, your Form will immediately be publicly sharable. To disable public sharing, and close the Form, click the Active toggle in the upper-right corner.

Screenshot of Form View with the Active toggle switched to On.

You can also edit Custom Fields from Form view!

Supported Field Types

Form views can use Task fields and new or existing Custom Fields from anywhere in your Workspace! Once a new Custom Field is added to a Form it is automatically added to the Space, Folder, or List where the Form view lives.

The following field types are supported:

Task Fields

Custom Fields

  • Task Name

  • Task Description

  • Priority

  • Start Date

  • Due Date

  • Attachment

  • Time Estimate

  • Assignee

  • Sprint Points

  • Tags

  • Status

  • Text

  • Long text

  • Website

  • Dropdown

  • Email

  • Phone

  • Date

  • Checkbox

  • Number

  • Money

  • Labels

  • Rating

  • Location

  • Files

  • People

  • Progress (manual)

If a Task Name is not included in the Form view, the task name will default to Form Submission - #ZULU TIME. For example: Form Submission - #2021-10-22T19:06:34Z

Field Options

Field options are available on our Business Plan and above.

You can customize your Form submissions with additional options. Add hidden fields, automatically assign submissions to someone in your Workspace, or even add your own company branding.

After you add a Field to a Form, click the ellipsis ... in the upper-right corner find the form options:

  • Hidden Fields: If you already know your respondent’s name, email, or other information, you can use a hidden field, to pre-fill your Form. This means respondents can skip filling out this information!

  • Add Form Label/Response to Task Description: Include a label or response information from your Form into the task description! This can be helpful for easily searching, as well as for handling a high volume of Forms when you need to merge similar requests together.

Form options

Customize your Form with Form options by clicking the cog icon in the upper right corner.

Form options are only available on Business Plans or above.

Form options include:

  • Avatar: Click the ClickUp logo at the top of the Form to customize the avatar. Images can be up to 1GB in size, and will be automatically scaled to fit the Form.

  • Assign tasks to: Choose the default Assignees for each Form submission.

  • Use template to create task: Choose a default template to apply to each Form submission. Any fields that are filled out using the Form will be inherited from the template that you choose.

  • Redirect URL: Instead of showing the response message, redirect the person filling out your Form to another URL.

  • Primary color: Choose which color you want your buttons to be.

    In the near future, we'll be updating the available theme colors to make ClickUp more accessible and user-friendly. As a result, some theme colors will be deprecated and/or replaced automatically.

  • ClickUp branding: Hide ClickUp branding on your Forms.

  • Add Custom Field answers to the description of task: Include all responses in a submitted Form's task description.

  • Keep fields full-width: Choose to always display fields the full width of the Form.

  • Add reCAPTCHA to Form: Protect your Form from fraud and abuse by including reCAPTCHA for submissions.

  • Show link to submit another response: Include a link to Submit another answer on the Form submission confirmation page so users can easily submit multiple responses to the same Form.

Preview a Form

To see how your Form will look when it's active, you can toggle between Editing and Viewing modes at the top of the Form. You can even submit Form responses from the preview mode for quick testing!

 

Animation of the edit and view options for Form view.

 

Share, embed, and export Forms

Once you're ready to share your Form, you can share the link with anyone, or use an HTML code to embed your Form on a web page. You can also export all of your Form responses as a CSV file.

Navigate Form view

Enable or disable your Form at any time using the slider in the upper-right corner.

Navigate to your List view by clicking the List icon in the upper-left corner.

Screenshot highlighting the List icon and slider icon in Form view.

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