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.

You can also add a Form view by clicking + View from the Views Bar at the top of any view.

1. From the Space you want to add the Form view to, click the ellipsis ... or the Create new + icon.

2. Select Create new, then Form.
   

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.

Use the Results button in the top left to quickly go to 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.

The following field types are supported:

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

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.

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:

Edit the Form response

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

To edit the response:

1. At the top of the Form, click Editing.
2. Scroll down to the bottom and click Edit response.
3. Update the response.
4. Updates are automatically saved.

Use logic in Forms

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.

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 drop-down 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.
   

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.

Share, embed, and export Forms

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

Updated November 22, 2023 03:31