How do I Create a Form in ClickUp

Gathering info for skilled functions could be carried out using a ClickUp Form View. You might wish to gather survey responses, discover the very best applicant for a job, or obtain details about clients. ClickUp forms are the right resolution. This method, you’ll be able to have all the information you want in a single place.

In this text, we’re going to point out you the way to create a type in ClickUp.

How do I Create a Form in ClickUp on a PC

To create forms in your laptop, you’ll must get a paid plan. There are additionally yearly and month-to-month Business Plans with many limitless options. A free choice could be organized as nicely. However, company can solely modify the forms that exist already with appropriate authorization.

Creating a Form

There are two choices for making a type. One from the sidebar and the opposite from the listing.

This is how one can generate your type from the sidebar:

1. Head to the “ellipsis…” button first.
   
2. Use the “Create new” choice. Press the “Form” button.
   
3. Now your type has been added to the sidebar and you may open it.
   
4. Feel free to rename your type, relying on the title you want. The identify change will likely be utilized instantly.
   

To add your type view from the listing, comply with these steps:

1. Go to the List and choose the specified choice.
   
2. Select the “View” choice to open listing of activity view to be added.
   
3. Scroll all the way down to the shape, Then click on “Add View” to your listing and also you’ll be capable to see a clean type.
   
4. Next, you want to title your type and the identify will likely be saved instantly. You ought to add an outline to stipulate the aim of your type, too.
   
5. You can even use fields from the “Task Fields” part. That’s how one can add some pivotal info to your forms, akin to attachments and a begin and due date.
   
6. After doing so, you’ll be capable to share your type publicly. You can even disable this sharing choice by hitting the “Active toggle” button within the high proper nook of the display screen. When you achieve this, your sharing choice will likely be turned off however could be modified at any level.
   

Fields You Can Add to the Form

On the left-hand aspect of the display screen, you’ll see two forms of fields: Task fields and Custom fields with varied textual content, tag, and labeling choices. After you add a brand new Custom Field to your type, the platform is programmed so as to add that discipline to the sector the place your type exists (List, for instance). Some {custom} fields can turn out to be hidden fields and received’t be proven to the customers submitting their forms. They’re used as a storage place for info that’s already there.

Let’s check out the “hidden field” part. If you’re conversant in the topic’s identify, e mail, or another related items of knowledge, you should utilize the hidden discipline choice and all the knowledge will likely be captured via your URL or embedded code.

Here’s how one can set a hidden discipline:

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

That’s it. Now your hidden discipline will likely be added to your URL hyperlink or hooked up to your embedded code.

When it involves “custom fields”, there are numerous methods to switch your type. You can alter the knowledge and have a custom-made type by altering the Avatar picture or the colour of the theme on the shape itself. Once your type is able to be despatched, chances are you’ll wish to examine what it appears like within the view mode. You at the moment are able to share your type. Depending on whom you wish to share it with, ClickUp offers just a few choices.

1. If you wish to share your type inside or exterior ClickUp, press the “Copy link” button and share it immediately.
   
2. There can be a “Share” choice for sharing your type using the HTML code. All you want to do is press “Copy code” and share it via the embed code choice.
   
3. If you wish to share your type together with your work colleagues, it is best to go to “View”, click on the “Embed” button and paste the hyperlink there. After you press “Add View”, your type will likely be despatched out.
   

Creating a default activity template is a time-saving choice as you received’t must keep creating the identical duties over once more. After you obtain type responses, you’ll have them saved in your ClickUp account and might obtain them and use them in accordance with your wants.

How do I Create a Form in ClickUp on a Mobile Device

First off, you’ll must obtain the free ClickUp app to your cell phone. You’ll discover it within the App Store or at Google Play. There are two variations of the app. Make positive to obtain the most recent model, the one with the white background to have the ability to use the most recent options.

As your cell phone display screen is comparatively small compared to your desktop, some ClickUp options received’t be accessible. For instance, as a substitute of making, enhancing, and making use of templates, you’ll be able to solely edit {custom} fields in your ClickUp cellular app. Adding a brand new {custom} discipline can be unattainable right here. Therefore, some ClickUp options are restricted. Still, the standard of the ClickUp cellular app is plain and has its perks.

You received’t be capable to see the whole-screen type view tab in your telephone however the ClickUp cellular app makes it easy. Here’s how one can provide you with a brand new activity in your smartphone:

1. Click the “Add new task” button within the bottom-right nook.
   
2. Press the “+” signal so as to add the fascinating activity.
   
3. You can nonetheless sort within the identify and add the date, activity description, and subtask.
   
4. Once you’ve completed, you’ll be able to hit the “Create” choice within the bottom-right nook.
   

The ClickUp cellular app means that you can view your duties in numerous methods, in both a board or listing part.

There are three choices within the higher a part of the display screen when you entry the duty you created. In the “Overview” part, you’ll be able to add the standing of your activity, assignees, description, and begin and due date. The standing part could be altered from “Active” (“To do” or “In progress”) to “Closed Status” as soon as the duty is accomplished. For that purpose, following up in your duties isn’t notably difficult.

Next to the “Overview” tab is a remark part. The ultimate part consists of attachments chances are you’ll add to your activity by importing information.

The “ellipsis…” button offers sharing choices you can copy and share simply wherever from an e mail to a WhatsApp group chat.

How do I Create a Form

ClickUp is a helpful program for compiling necessary knowledge. You could make your skilled ambitions and objectives occur within the blink of a watch with a platform that at all times helps your requests. Ultimately, it’s a helpful extension of your on a regular basis life within the trendy enterprise world.

Have you ever created a type in ClickUp earlier than? Did you utilize any of the strategies outlined on this article? Let us know within the feedback part beneath.