Quick summary
ClickUp Forms let you collect task data directly from teammates, clients, or stakeholders without leaving your workspace. You can build, customize, and share a form in minutes by adding it as a new view inside any ClickUp list.
Steps
- Navigate to the list where you want to create your form.
- Click the '+ View' button next to the existing views at the top of the screen.
- From the list of available views, select 'Form'.
- Give your form a name.
- Add a description about your form.
- In the form editor, add fields by dragging task fields into the form area.
- Drag and drop fields to rearrange their order.
- Click on each field to customize its label, description, placeholder text, and other settings.
- Add any custom fields from your tasks to the form.
- Set the form's title, fields, and confirmation message that users will see after submitting.
- Click 'Preview' to review your form before sharing.
- Copy the shareable link to distribute the form to your team, clients, or stakeholders by clicking 'Copy Link'.
- Use the embed code to add the form to a website or external page by clicking the dropdown and selecting 'Copy code'.
- A notification confirms success — changes are automatically saved.
