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

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.

To create a Form view: 

  1. Click the ellipsis ... or the Create new + icon beside the Space you want to add the Form view to.   

  2. Select Create new, then Form.
    Screenshot showing the steps to create a new Form view from the Sidebar

  3. Your new Form opens.

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

  5. Give your Form a name and description.

    • 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. Drag and drop fields from the left panel to add them to your Form. You can rename any field by clicking its title.
  7. By default, your Form is immediately publicly sharable. To disable public sharing, and close the Form, click the Active toggle in the upper-right corner.

You can also click + View on the Views Bar to create Form view. 

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Use the responses button in the top left to open the List where the Forms are submitted. 

Supported Field Types

Form views can use Task fields and new or existing Custom Fields 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.

If you add a Form view on the Space or Folder level, the Custom Fields for that Form will be taken from the Space or Folder along with the List where the task is being made.

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

Submitting a Form

When a Form is submitted, it creates a task in the location where the Form view was added. If the Form is created at the List level, all Form submissions will appear as tasks in that List. 

If the Form view is added at the Space or Folder level, you can select the List you would like the tasks added to during view creation. 

Field Options

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 to see the Form options:

Field options vary by Field type.

  • 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 in the task description! This can be helpful for searching, as well as for handling a high volume of Forms when you need to merge similar requests together.

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]. To remove this auto assignee function, use the Form settings. 

Form options

Form options are only available on the Business Plus Plan or above.

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

Form options include:

Form option Description
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 Any fields on the Form will be updated or replaced with the Custom Field values of the template that you choose. 
Redirect URL Instead of showing the response message, redirect the person filling out your Form to another URL.

Embedded Forms do not support Redirect URL.

Primary color

Choose which color you want your buttons to be.

For ClickUp 3.0, we updated the available theme colors to make ClickUp more accessible and user-friendly. 

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.

Edit the Form response

Users on the Business Plus Plan and above can edit the Form response.

To edit the response:

  1. Click Editing at the top of the Form. 
  2. Click Response message at the bottom of the Form. 
  3. Click into the message and begin typing to update the response.

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Use logic in Forms

On our Enterprise plan, you can use rules and conditions to add dynamic logic to your Form. Logic is used to guide Form submissions and capture more specific information. 

For example, you can create a rule that automatically shows a Due Date field if an Urgent priority is selected. Rules for individual answers on a field won't appear in the Form if that Custom Field allows a combination of answers.

To add logic to a Form:

  1. Add a new field to a Form or find an existing available field to add logic to. A top-level field like this is called a Decision Field.
  2. Enable Logic by clicking the toggle on.
  3. To add a rule, first use the dropdown to set an If condition. Create multiple conditions by clicking + Add condition. You can add up to 25 rules per Decision Field.
  4. Then, click + Add field to create a Conditional Field. This is the action taken when the If condition is met. You can add multiple Conditional Fields.
    field-logic.png

Available fields

You can add logic to the following Form fields:

  • Priority
  • Dropdown
  • Label
  • Status
  • Checkbox
  • People
  • Assignee

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 to test your Form.

Submit Forms on mobile

Forms can now be submitted or shared using the ClickUp mobile app! You can tap a Form view from the Views modal to submit a Form response or share its URL from the mobile app.

Form views cannot be created or edited from inside the mobile app.

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Share, embed, and export Forms

You can share or embed your Form, or export all of your responses as a CSV file.

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.

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