{"id":64721,"date":"2023-11-20T23:01:11","date_gmt":"2023-11-20T15:01:11","guid":{"rendered":"https:\/\/www.hongkiat.com\/blog\/?p=64721"},"modified":"2023-11-20T19:45:40","modified_gmt":"2023-11-20T11:45:40","slug":"create-clickup-form","status":"publish","type":"post","link":"https:\/\/www.hongkiat.com\/blog\/create-clickup-form\/","title":{"rendered":"How to Create a ClickUp Form"},"content":{"rendered":"

Feedback and surveys are crucial in shaping your marketing strategy based on your customers\u2019 opinions. ClickUp Forms is a valuable feature offered by ClickUp for collecting customer information.<\/p>\n

\"Create<\/figure>\n

In this tutorial, we\u2019ll show you how to create a form in ClickUp. You\u2019ll learn how to create<\/a>, share form URLs<\/a>, and access data<\/a> submitted through the forms. Let\u2019s dive in.<\/p>\n

\n

ClickUp \u2013 In a Nutshell<\/h2>\n

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

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

<\/i> Create a ClickUp account <\/span><\/a><\/p>\n

\n

Creating a Free ClickUp Form<\/h2>\n

Step 1 \u2013 Sign Up for an Account<\/h3>\n

Sign up for a free account<\/a> and then log into ClickUp.<\/p>\n

\"ClickUp<\/figure>\n

Step 2 \u2013 Create a Space<\/h3>\n

First, create a space<\/em> if you haven\u2019t done so. To do this, go to the sidebar, click on \u201cSPACES\u201d to expand it, and then select \u201c+ NEW SPACE<\/strong>\u201c. Name your space and follow the prompts to set it up.<\/p>\n

\"Setting<\/figure>\n

Step 3 \u2013 Create a Form<\/h3>\n

To make a form, click on the Space you\u2019ve just created in the sidebar. Then, at the top navigation, choose \u201c+ View<\/strong>\u201c, select \u201cForm<\/strong>\u201c, and click on \u201cAdd View<\/strong>\u201c.<\/p>\n

\"Creating<\/figure>\n

Step 4 \u2013 Customize Your Form<\/h3>\n

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

\"Default<\/figure>\n

To personalize your form, start by dragging the Tasks Field from the left into the form or create new fields by clicking \u201c+ Add Custom Field<\/strong>\u201c.<\/p>\n

\"Adding<\/figure>\n

For this tutorial, we\u2019ll create a simple form with just the Name<\/em> and Website<\/em> fields.<\/p>\n

Instructions:<\/strong><\/p>\n

    \n
  1. Click \u201c+ Add Custom Field<\/strong>\u201c.<\/li>\n
  2. Choose Text<\/strong>.<\/li>\n
    \"Selecting<\/figure>\n
  3. Type \u201cName<\/strong>\u201d in \u201cField Name<\/strong>\u201d and click Create<\/strong>.<\/li>\n
  4. Drag the \u201cName<\/strong>\u201d field into the form.<\/li>\n
    \"Dragging<\/figure>\n
  5. Click \u201c+ Add Custom Field<\/strong>\u201d again, select \u201cWebsite<\/strong>\u201c, and add it to the form in the same way.<\/li>\n<\/ol>\n

    And that\u2019s it! You\u2019ve created a simple form to collect names and websites.<\/p>\n

    Step 5 \u2013 View Your Form<\/h3>\n

    To see your new form, click \u201cViewing<\/strong>\u201d at the top (next to \u201cEditing\u201d) or find it under \u201cMy Form<\/strong>\u201d in the top navigation.<\/p>\n

    \"Viewing<\/figure>\n

    Step 6 \u2013 Share Your Form<\/h3>\n

    To share your form, click the \u201cCopy link<\/strong>\u201d button at the top right corner. You can also click the arrow next to it for more sharing options.<\/p>\n

    \"Sharing<\/figure>\n

    Step 7 \u2013 View Collected Data<\/h3>\n

    To see the data your form has gathered, click on your Space\u2019s name and select \u201cList<\/strong>\u201c.<\/p>\n

    \"Viewing<\/figure>\n
    \n

    Conclusion<\/h2>\n

    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<\/a> 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.<\/p>\n

    If you are looking for more alternative choices for creating forms online, check out our article on 10+ Free Online HTML Form Builders.<\/a><\/p>","protected":false},"excerpt":{"rendered":"

    Learn to create, share, and gather data with ClickUp forms in this easy step-by-step guide. <\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[3398],"tags":[4655,2514,1312,4668],"topic":[],"class_list":["entry-content","is-maxi"],"acf":[],"yoast_head":"\nHow to Create a ClickUp Form - Hongkiat<\/title>\n<meta name=\"description\" content=\"Learn to create, share, and gather data with ClickUp forms in this easy step-by-step guide.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.hongkiat.com\/blog\/create-clickup-form\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create a ClickUp Form\" \/>\n<meta property=\"og:description\" content=\"Learn to create, share, and gather data with ClickUp forms in this easy step-by-step guide.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.hongkiat.com\/blog\/create-clickup-form\/\" \/>\n<meta property=\"og:site_name\" content=\"Hongkiat\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/hongkiatcom\" \/>\n<meta property=\"article:published_time\" content=\"2023-11-20T15:01:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/assets.hongkiat.com\/uploads\/create-clickup-form\/hero.jpg\" \/>\n<meta name=\"author\" content=\"Hongkiat Lim\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@hongkiat\" \/>\n<meta name=\"twitter:site\" content=\"@hongkiat\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Hongkiat Lim\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/create-clickup-form\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/create-clickup-form\\\/\"},\"author\":{\"name\":\"Hongkiat Lim\",\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/#\\\/schema\\\/person\\\/e3613a3bf757e4f67770f0b7a339edd0\"},\"headline\":\"How to Create a ClickUp Form\",\"datePublished\":\"2023-11-20T15:01:11+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/create-clickup-form\\\/\"},\"wordCount\":583,\"publisher\":{\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/create-clickup-form\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/assets.hongkiat.com\\\/uploads\\\/create-clickup-form\\\/hero.jpg\",\"keywords\":[\"appwiki\",\"Form Builders\",\"Forms\",\"gc\"],\"articleSection\":[\"Internet\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/create-clickup-form\\\/\",\"url\":\"https:\\\/\\\/www.hongkiat.com\\\/blog\\\/create-clickup-form\\\/\",\"name\":\"How to Create a ClickUp Form - 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