How to Create a Form in ClickUp

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Creating a form in ClickUp is a powerful way to collect and organize information from your team, clients, or stakeholders. Forms can be used for surveys, feedback, project requests, and more. Here’s how you can create a form in ClickUp:

1. Navigate to the list where you want to create your form.
2. Click the '+ View' button next to the existing views at the top of the screen.
3. From the list of available views, select 'Form'.
4. Give your form a name.
5. Add descriptions about your form.
6. In the form editor, add fields by dragging the task fields into the form area.
7. Drag and drop fields to rearrange their order.
8. Click on each field to customize its label, description, placeholder text, and other settings.
9. If you have custom fields in your tasks, you can add them to the form.
10. Set the form's title, fields and description that users will see after submitting the form.
11. Click 'Preview'.
12. Copy the shareable link to distribute the form to your team, clients, or stakeholders by clicking 'Copy Link'.
13. ClickUp also provides an embed code if you want to embed the form on a website or external page just click the drop down arrow and select 'Copy code'.
14. That's it! A notification pops up and changes will be automatically saved.