How to Create a ClickUp Form

Learn to create, share, and gather data with ClickUp forms in this easy step-by-step guide.

By . in Internet. Updated on .

Feedback and surveys are crucial in shaping your marketing strategy based on your customers’ opinions. ClickUp Forms is a valuable feature offered by ClickUp for collecting customer information.

Create Clickup form

In this tutorial, we’ll show you how to create a form in ClickUp. You’ll learn how to create, share form URLs, and access data submitted through the forms. Let’s dive in.

ClickUp – In a Nutshell

ClickUp is a multi-purpose tool designed to enhance productivity. It covers a range of functions, including planning, customer management, tracking, project management, and marketing campaign organization. It provides a user-friendly interface, works across different platforms, and integrates with several popular applications.

It also boasts marketing sprint templates, time-tracking features, instant reporting, team collaboration tools, and extensive customization options. Essentially, ClickUp brings your teams, tasks, and tools into one unified productivity platform.

Create a ClickUp account

Creating a Free ClickUp Form

Step 1 – Sign Up for an Account

Sign up for a free account and then log into ClickUp.

ClickUp Sign-Up Page
Step 2 – Create a Space

First, create a space if you haven’t done so. To do this, go to the sidebar, click on “SPACES” to expand it, and then select “+ NEW SPACE“. Name your space and follow the prompts to set it up.

Setting Up a Space in ClickUp
Step 3 – Create a Form

To make a form, click on the Space you’ve just created in the sidebar. Then, at the top navigation, choose “+ View“, select “Form“, and click on “Add View“.

Creating a Form in ClickUp
Step 4 – Customize Your Form

Your new form initially has no fields, a standard description, and a submit button. You have complete freedom to design it as you wish.

Default ClickUp Form

To personalize your form, start by dragging the Tasks Field from the left into the form or create new fields by clicking “+ Add Custom Field“.

Adding Custom Fields in ClickUp

For this tutorial, we’ll create a simple form with just the Name and Website fields.

Instructions:

  1. Click “+ Add Custom Field“.
  2. Choose Text.
    3. Selecting Text Field
  3. Type “Name” in “Field Name” and click Create.
  4. Drag the “Name” field into the form.
    5. Dragging Name Field
  5. Click “+ Add Custom Field” again, select “Website“, and add it to the form in the same way.

And that’s it! You’ve created a simple form to collect names and websites.

Step 5 – View Your Form

To see your new form, click “Viewing” at the top (next to “Editing”) or find it under “My Form” in the top navigation.

Viewing Form in ClickUp
Step 6 – Share Your Form

To share your form, click the “Copy link” button at the top right corner. You can also click the arrow next to it for more sharing options.

Sharing ClickUp Form Link
Step 7 – View Collected Data

To see the data your form has gathered, click on your Space’s name and select “List“.

Viewing Collected Data in ClickUp

Conclusion

Creating a ClickUp form is just the beginning. Not only can it be used to gather the information you need from your clients, prospects, or users, but in our How to Automate Scraping LinkedIn Data into Your CRM article, we also demonstrate how to use a ClickUp form to scrape information from LinkedIn profiles, fill them into a ClickUp form, and have them available in your ClickUp account.

If you are looking for more alternative choices for creating forms online, check out our article on 10+ Free Online HTML Form Builders.

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