ClickUp is a popular cloud-based productivity and project management platform that offers a wide range of features to streamline work and collaboration. One of those features is the ability to easily build web-based forms right within ClickUp.
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Benefits of Using ClickUp Forms
Here are some of the key benefits of using ClickUp’s form builder:
- Easy to create – No coding or technical skills required. The form builder is intuitive drag-and-drop.
- Customizable fields – Supports all common form field types including text boxes, dropdowns, checkboxes, images, and more.
- Connects to tasks – Form submissions can automatically create tasks in ClickUp lists and assign them to users.
- Real-time notifications – Get notified instantly when someone submits your form.
- Analytics – View detailed analytics on form performance and submissions over time.
Creating a New Form in ClickUp
Follow these simple steps to create your first web form with ClickUp:
1. Add the Form View
- Go to the List, Folder or Space where you want the form located
- Click “+ View” > “Form” > “Add View”
2. Edit the Form
- Give your form a name and description
- Switch to “Editing” mode to start building
3. Add and Customize Fields
- Drag and drop fields from the left sidebar into your form
- Customize field labels, types, options and settings
Common Field Types
- Short Text
- Long Text/Paragraph
- Multiple Choice
- Checkboxes
- Dropdown
- Date
- Number
4. Connect the Form to Tasks
- Check “Create task from submission”
- Map form fields to task custom fields
- Set assignee, statuses, tags and more
This will automatically create a task from each form submission.
Form Building Tips and Tricks
Here are some tips to help you build effective forms in ClickUp:
Keep it simple
- Only ask for the essential information needed
- Too many fields can overwhelm users
Use field descriptions
- Provide guidance to help users complete the forms
- Reduce confusion and improve completion rate
Add conditional logic
- Show/hide fields based on previous responses
- Create branched, interactive forms
Test thoroughly
- Preview the form as users would see it
- Check for errors, typos and inconsistencies
Set notifications
- Get real-time alerts when forms are submitted via email or ClickUp
- Quickly respond to and process submissions
Review analytics
- Check form views, submissions, drop-offs etc.
- Identify issues and optimize the form
Example Form Uses
ClickUp forms are versatile and can support many use cases. Here are some examples:
Customer Registration
- Capture essential customer details like name, email, company etc.
- Automatically assign tasks to sales reps to follow up on leads
Event Registration
- Customize registration fields like ticket type, dietary needs etc.
- Create tasks to coordinate with event planning team
Contact Us/Support Requests
- Categorize requests by type (sales, support etc.)
- Route to correct team to respond
Employee Onboarding
- Collect new hire’s information
- Trigger onboarding checklist tasks
Content Requests
- Allow users to request blog posts, videos, tutorials etc.
- Assign writing tasks to your content team
And many more use cases!
Integrating With Other Tools
ClickUp forms can integrate with other popular tools like:
- Google Forms – Sync form submissions between Google Forms and ClickUp
- Typeform – Create tasks from Typeform submissions
- JotForm – Build forms in JotForm and create associated tasks
- Zapier – Connect form data to over 3000+ other apps including Airtable, Trello, Asana and more
Check out the full list of ClickUp integrations.
Conclusion
ClickUp’s flexible and user-friendly form builder makes it easy for anyone to create customized web forms and integrate them into their workflows.
So whether you need to capture leads, gather feedback, manage event registrations or anything else – ClickUp forms are a great way to collect and manage data across your business.
Give the ClickUp form builder a try today and simplify how you capture, track and utilize web form submissions!
