How to Create a Form in ClickUp

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

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 a description about your form.
6. In the form editor, add fields by dragging 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. Add any custom fields from your tasks to the form.
10. Set the form's title, fields, and confirmation message that users will see after submitting.
11. Click 'Preview' to review your form before sharing.
12. Copy the shareable link to distribute the form to your team, clients, or stakeholders by clicking 'Copy Link'.
13. Use the embed code to add the form to a website or external page by clicking the dropdown and selecting 'Copy code'.
14. A notification confirms success — changes are automatically saved.