How do I Create a ClickUp Form

How do I Create a ClickUp Form.

Feedback and surveys are essential in shaping your advertising technique based mostly in your prospects’ opinions. ClickUp Forms is a useful characteristic provided by ClickUp for amassing buyer data.

Create Clickup form

In this tutorial, we’ll present you ways to create a kind in ClickUp. You’ll discover ways to create, share kind URLs, and entry knowledge submitted by means of the forms. Let’s dive in.

ClickUp – In a Nutshell

ClickUp is a multi-purpose instrument designed to boost productiveness. It covers a variety of features, together with planning, buyer administration, monitoring, venture administration, and advertising marketing campaign group. It offers a user-friendly interface, works throughout totally different platforms, and integrates with a number of fashionable functions.

It additionally boasts advertising dash templates, time-tracking options, immediate reporting, crew collaboration instruments, and in depth customization choices. Essentially, ClickUp brings your teams, duties, and instruments into one unified productiveness platform.

Create a ClickUp account

Creating a Free ClickUp Form

Step 1 – Sign Up for an Account

Sign up for a free account after which log into ClickUp.

ClickUp Sign-Up Page
Step 2 – Create a Space

First, create a area if you happen to haven’t performed so. To do that, go to the sidebar, click on on “SPACES” to develop it, after which choose “+ NEW SPACE“. Name your area and comply with the prompts to set it up.

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

To make a kind, click on on the Space you’ve simply created within the sidebar. Then, on the high navigation, select “+ View“, choose “Form“, and click on on “Add View“.

Creating a Form in ClickUp
Step 4 – Customize Your Form

Your new kind initially has no fields, a normal description, and a submit button. You have full freedom to design it as you want.

Default ClickUp Form

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

Adding Custom Fields in ClickUp

For this tutorial, we’ll create a easy kind with simply the Name and Website fields.


  1. Click “+ Add Custom Field“.
  2. Choose Text.
  3. Selecting Text Field
  4. Type “Name” in “Field Name” and click on Create.
  5. Drag the “Name” area into the shape.
  6. Dragging Name Field
  7. Click “+ Add Custom Field” once more, choose “Website“, and add it to the shape in the identical manner.

And that’s it! You’ve created a easy kind to gather names and web sites.

Step 5 – View Your Form

To see your new kind, click on “Viewing” on the high (next to “Editing”) or discover it beneath “My Form” within the high navigation.

Viewing Form in ClickUp
Step 6 – Share Your Form

To share your kind, click on the “Copy link” button on the high proper nook. You may also click on the arrow next to it for more sharing choices.

Sharing ClickUp Form Link
Step 7 – View Collected Data

To see the information your kind has gathered, click on in your Space’s identify and choose “List“.

Viewing Collected Data in ClickUp


Creating a ClickUp kind is only the start. Not solely can it’s used to collect the knowledge you want out of your shoppers, prospects, or customers, however in our How do I Automate Scraping LinkedIn Data into Your CRM article, we additionally reveal how to make use of a ClickUp kind to scrape data from LinkedIn profiles, fill them right into a ClickUp kind, and have them accessible in your ClickUp account.

If you might be searching for more various decisions for creating forms on-line, try our article on 10+ Free Online HTML Form Builders.

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