It’s been almost three years since ClickUp introduced Form View. Since then, it’s become a fan-favorite feature because Forms are the primary way our users capture information from people and bring that data into ClickUp.
Businesses of all types use Forms, from software companies capturing sales leads to auto fleets submitting parts requests. Because the use cases are endless, it can be tricky to configure your Form to get the right information you need from the right people.
We get it. That’s why we’ve been hard at work making ClickUp Forms more powerful than ever.
Today, we’re thrilled to deliver one of our most requested features, Conditional Logic in Forms—an impressive new capability that allows you to create smarter Forms for your most complex workflows.
Smarter Forms Powered by Conditional Logic Support Your Most Complex Workflows
Summarize this article for me pleaseWhat is Conditional Logic?
Conditional Logic allows you to create a single dynamic Form that supports multiple use cases, saving precious time for you and the person filling out the Form!
With Conditional Logic in Forms, you can:
- Create one Form that adapts on the fly based on prior field selections to support a variety of use cases
- Streamline Form completion by only presenting people with the fields relevant to their needs
- Handle complex processes by capturing more precise information from respondents in order to trigger specific workflows or Automations
📮ClickUp Insight: Low-performing teams are 4 times more likely to juggle 15+ tools, while high-performing teams maintain efficiency by limiting their toolkit to 9 or fewer platforms. But how about using one platform?Â
As the everything app for work, ClickUp brings your tasks, projects, docs, wikis, chat, and calls under a single platform, complete with AI-powered workflows. Ready to work smarter? ClickUp works for every team, makes work visible, and allows you to focus on what matters while AI handles the rest.
Summarize this article for me pleaseExamples of Dynamic Forms That Save Time
Need some ideas to get you started? Here are a few of the most common ways we see our community using Forms:
- Product Feedback: ClickUp Forms make it easy for product teams to enable users to report bugs, submit feature requests, or suggest UX improvements. Now with Conditional Logic, they can capture all of this using one Form. Depending on the type of feedback the user is submitting, the Form will present them with the appropriate fields to complete. Pro tip: Use automations to route feedback to the correct team or even add it to next week’s sprint.
- Creative Requests: Having trouble getting stakeholders to adopt your team’s creative asset request process? Using a Form with Conditional Logic can make it simple to get the right inputs like a script for a video, or specs for a new graphic. You’ll capture exactly the right information, regardless of asset type, and your team will be more productive than ever!
- Routing Sales Leads: Ensure every prospect gets the white glove treatment from your Sales team. With Conditional Logic, you can do things like ask different questions based on the specific product or service a potential customer is interested in, and then route the leads appropriately.
- IT Service Requests: IT Teams can now provide their coworkers with a single Form for all their technology requests, whether your teammate needs access to a new piece of software or a new computer. For example, with Conditional Logic, you can ask employees if they use a Mac or PC, and based on their selection, present them with either a list of MacOS or Windows OS versions in the next field. You’ll finally create a streamlined process that’s painless for everyone involved!
Summarize this article for me pleaseSupercharge Forms With Automations
As you know, submitting a Form is just the start! Pairing Forms with Automation is where you can really start to fully automate processes across your business, saving enormous amounts of time.
Here are a few of my personal favorite tricks to help you put Forms on autopilot:
- Assign Tasks: Use Conditional Logic in Forms to gather pertinent information about a topic in order to assign the Task to the appropriate team member. For example, you can assign different product feedback tasks based on which Product Manager owns the relevant feature.
- Add Task to Multiple Lists: Cut down on response time by routing Form submissions to whichever team needs to tackle the work. For example, you might want to send that new computer request to the Onboarding Team’s list and route the software request to the IT Service Request list.
- Apply a Template: Start with your keys in the ignition and have all your subtasks, assignees, and relationships already set up when a Form submission comes through.
- Send Notifications: Add an @mention comment for someone to review so that the work shows up in their notifications.
Whether you’re looking to gather product feedback, streamline your intake processes, or boost sales efficiency, Conditional Logic in Forms can help you do it. And the best part? This feature is live now!
Upgrade to Business Plus or Enterprise and experience the power of Conditional Logic in Forms for yourself.
Everything you need to stay organized and get work done.
