How to Create a Form in ClickUp

Gathering information for professional purposes can be done using a ClickUp Form View. You may want to collect survey responses, find the best applicant for a job, or receive information about customers. ClickUp forms are the perfect solution. This way, you can have all the data you need in one place.

How to Create a Form in ClickUp

In this article, we’re going to show you how to create a form in ClickUp.

How to Create a Form in ClickUp on a PC

To create forms on your computer, you’ll have to get a paid plan. There are also yearly and monthly Business Plans with many unlimited features. A free option can be arranged as well. However, guests can only modify the forms that already exist with suitable authorization.

Creating a Form

There are two options for creating a form. One from the sidebar and the other from the list.

This is how you can generate your form from the sidebar:

  1. Head to the “ellipsis…” button first.
  2. Use the “Create new” option. Press the “Form” button.
  3. Now your form has been added to the sidebar and you can open it.
  4. Feel free to rename your form, depending on the title you desire. The name change will be applied immediately.

To add your form view from the list, follow these steps:

  1. Go to the List and select the desired option.
  2. Select the “View” option to open list of task view to be added.
  3. Scroll down to the form, Then click “Add View” to your list and you’ll be able to see a blank form.
  4. Next, you need to title your form and the name will be saved right away. You should add a description to outline the purpose of your form, too.
  5. You can also use fields from the “Task Fields” section. That’s how you can add some pivotal information to your forms, such as attachments and a start and due date.
  6. After doing so, you’ll be able to share your form publicly. You can also disable this sharing option by hitting the “Active toggle” button in the top right corner of the screen. When you do so, your sharing option will be turned off but can be changed at any point.

Fields You Can Add to the Form

On the left-hand side of the screen, you’ll see two types of fields: Task fields and Custom fields with various text, tag, and labeling options. After you add a new Custom Field to your form, the platform is programmed to add that field to the field where your form exists (List, for example). Some custom fields can become hidden fields and won’t be shown to the users submitting their forms. They’re used as a storage place for information that is already there.

Let’s take a look at the “hidden field” section. If you’re familiar with the subject’s name, email, or some other relevant pieces of information, you can use the hidden field option and all the information will be captured through your URL or embedded code.

Here’s how you can set a hidden field:

  1. Enter your form and press “Edit.”
  2. Choose the “ellipsis…” option.
  3. Tick “Hidden field.”

That’s it. Now your hidden field will be added to your URL link or attached to your embedded code.

When it comes to “custom fields”, there are various ways to modify your form. You can alter the information and have a custom-made form by changing the Avatar photo or the color of the theme on the form itself. Once your form is ready to be sent, you may want to check what it looks like in the view mode. You are now ready to share your form. Depending on whom you want to share it with, ClickUp provides a few options.

  1. If you want to share your form inside or outside ClickUp, press the “Copy link” button and share it directly.
  2. There is also a “Share” option for sharing your form using the HTML code. All you need to do is press “Copy code” and share it through the embed code option.
  3. If you want to share your form with your work colleagues, you should go to “View”, click the “Embed” button and paste the link there. After you press “Add View”, your form will be sent out.

Creating a default task template is a time-saving option as you won’t have to keep creating the same tasks over again. After you receive form responses, you’ll have them stored in your ClickUp account and can download them and use them according to your needs.

How to Create a Form in ClickUp on a Mobile Device

First off, you’ll have to download the free ClickUp app for your mobile phone. You’ll find it in the App Store or at Google Play. There are two versions of the app. Make sure to download the latest version, the one with the white background to be able to use the newest features.

As your mobile phone screen is relatively small in comparison to your desktop, some ClickUp features won’t be available. For instance, instead of creating, editing, and applying templates, you can only edit custom fields on your ClickUp mobile app. Adding a new custom field is also impossible here. Therefore, some ClickUp features are limited. Still, the quality of the ClickUp mobile app is undeniable and has its perks.

You won’t be able to see the whole-screen form view tab on your phone but the ClickUp mobile app makes it simple. Here’s how you can come up with a new task on your smartphone:

  1. Click the “Add new task” button in the bottom-right corner.
  2. Press the “+” sign to add the desirable task.
  3. You can still type in the name and add the date, task description, and subtask.
  4. Once you’ve finished, you can hit the “Create” option in the bottom-right corner.

The ClickUp mobile app allows you to view your tasks in different ways, in either a board or list section.

There are three options in the upper part of the screen once you access the task you created. In the “Overview” section, you can add the status of your task, assignees, description, and start and due date. The status part can be altered from “Active” (“To do” or “In progress”) to “Closed Status” once the task is completed. For that reason, following up on your tasks isn’t particularly challenging.

Next to the “Overview” tab is a comment section. The final part consists of attachments you may add to your task by uploading files.

The “ellipsis…” button provides sharing options that you can copy and share easily anywhere from an email to a WhatsApp group chat.

How to Create a Form

ClickUp is a handy program for compiling important data. You can make your professional ambitions and goals happen in the blink of an eye with a platform that always supports your requests. Ultimately, it’s a useful extension of your everyday life in the modern business world.

Have you ever created a form in ClickUp before? Did you use any of the methods outlined in this article? Let us know in the comments section below.

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