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ClickUp’s New Form Feature + 3 Form Building Tips

ClickUp’s New Form Feature + 3 Form Building Tips

Need a simple and powerful way to create beautiful forms?

Surveys are one of the easiest ways to collect information from people. Whether it’s customers, employees or anyone else – using a form is a tried-and-tested way to get the information you need.

Now, what you do with that data is up to you.

You can use it to optimize processes, develop new ideas, pursue world domination – the possibilities are endless!

But finding the perfect form builder is really hard!

You want beautiful forms that users enjoy filling! And don’t forget reliability, security, and user-friendliness.

Luckily, ClickUp’s new Form view has everything you need!

What’s the Form View?

ClickUp’s Form view is the perfect place to quickly build detailed forms to capture the data you need. Additionally, you can create tasks out of your form responses to take action on them immediately!

This way, instead of having to use a separate app, you can manage all your form activities within your favorite project management tool.

What’s so great about it?

So why use ClickUp’s Form view instead of something like Google Forms?

Look, we all love Google.

But Google Forms leave you searching for more! 

The designs aren’t always great and there are feature limitations.

Sure, it’ll work if you’re creating a quick form for your college research paper, but when you want to collect important information for your company, you need something for professional use.

What you need is something like ClickUp’s Form view.

Here’s why:

1. Tons (and tons) of field-types to manage all kinds of answers

Fields are the places where your respondents fill in their data.

ClickUp allows you to add fields types like:

  • Text
  • Long text
  • Website
  • Dropdown
  • Email
  • Phone
  • Date
  • Checkbox
  • Number
  • Money
  • Labels
  • Rating

Now you could have the same field type for all your questions… but that’s not a smart idea.

Why?

Three reasons:

  1. Custom fields help capture different types of questions. For example, if you have a multiple choice question you need radio buttons or drop-down lists. A plain text field will never do! 
  2. Custom field types help people fill Forms more easily. For example, a date field with a calendar is easier to fill than punching in dates.
  3. Finally, it makes it way easier to analyze and categorize the data. For example, you could sort the exported Form responses in a spreadsheet (or right inside ClickUp!) by age or monetary value.

This way, no matter what your question is, the Form can handle the answer!

2. Added field options for more customization

You didn’t think we were done, did you?

Here are two additional field options for added customizability:

A. Hidden fields to streamline the user experience

You know what’s super annoying about forms?

Filling in information you’ve already submitted before.

But don’t worry.

Your respondents won’t face that issue with ClickUp.

If you already have information about your respondents, such as their name and email address, you can mark these fields as hidden in your form.

Well, that’s great for them, but that data is still an important part of your form, right?

Don’t worry – all this data will be captured through your unique URL or embed code instead. The data’s going to be there – they just won’t have to fill it themselves!

Want an example?

Sure! Think of an ad campaign specifically for San Francisco. The city can be a hidden field, so that your users don’t have to punch in an extra field! The fewer fields to fill, the higher your conversions.

B. Create Tasks Automatically From Form Responses 

Here’s the coolest thing about ClickUp forms!

Drumroll…

ClickUp can automatically create tasks out of your responses.

This way, you can quickly take action on the information you get. 

For example, you know how sales folks hate filling out CRMs, right? If a prospect fills out a leadgen form, a task can be instantly created in ClickUp.

Bonus tip: Check out how to use ClickUp as a CRM.

But there’s a problem.

If you’re receiving tons of responses – and tons of new tasks, how are you going to keep track of everything?

It’s a sure-fire way to go bonkers!

That’s why ClickUp lets you add labels and responses to the task descriptions itself.

In addition to displaying labels and responses as custom fields in your tasks, you can add the form information into the task description! This way, you can easily search for the right tasks and merge similar requests together. 

3. SO many configuration options to create the Form you want

We get it.

This is your Form.

And you need it to reflect your needs.

That’s why ClickUp lets you configure your form in tons of different ways such as:

  • List to save tasks: Select which List you want your responses to go to
  • Task template: Choose a default template to use with each form submission. With this, any fields that are filled out using the form will be inherited from the template that you choose
  • Assignee: Choose the default Assignees for each form submission. This way, whenever there’s a response, they can take action on it
  • Form description: Customize the message displayed at the start that describes your form
  • Response message: Customize the message your user receives when they’re done with the form
  • Redirect URL: Option to redirect a user to a URL instead of showing the response message
  • Avatar: Upload an image to include at the top of your form
  • Theme: Customize to match your brand!
  • Primary color: Choose what color you want buttons to be
  • ClickUp branding: Use ClickUp branding on public forms
  • Add all answers to the task description: Include all responses in a task description

4. They’re really easy to share

Here’s the thing:

Your form is useless if you can’t share it with people. 

And if you can’t share it with people, you’re not going to get any responses!

Luckily, it’s super easy to share your ClickUp forms.

You can just copy the direct link to the form and share it with whoever you want. Additionally, you can build the form into a page via the HTML code through the Embed code section.

This way, if you want to build your form into your landing page (as most people do) – you can go ahead and do it easily!

5. Super Secure Forms

We are serious about form security and privacy. So you get:

  • 256 bit SSL with a SHA256 Certificate (the same level of security online banking platforms use)
  • Form submissions are encrypted at the user’s computer with high-grade RSA 2048
  • PCI DSS Service Provider Level 1 compliance (the same level as online e-commerce financial transaction platforms)
  • GDPR (European Union’s General Data Protection Regulation) compliance
  • California Consumer Privacy Act (CCPA) compliance

How do I set these Forms up?

This is another great part about ClickUp’s Forms.

They’re ridiculously easy to set up!

Here’s how you add the Form view:

  1. Open your desired Space, Folder, or List
  2. Add a new view with the + button
  3. Select Form 

Note: Creating a Form view on a List will use that List as the destination. Creating a Form on a Folder or Space will prompt you to select a List.

Here’s how you build a Form:

  1. Give your Form a name and description
  2. Drag any field in the left panel into your Form
  3. Rename any field by clicking on its title (this will only affect the public view and will not change the actual custom field’s name)
  4. Teams on the Business Plan are able to customize the text shown when a user completes the form

And that’s it!

I’m not joking.

That is literally all it takes to build a form in ClickUp!

3 simple tips to build super-efficient Forms

Sure, ClickUp’s form view can do all the heavy lifting for you.

But that doesn’t mean that it’s all you need to create efficient forms.

There’s a lot more that goes into creating a great web form.

But luckily, you don’t need to spend years learning the lost art of form-building to get you there!

Here’s a crash-course on the three tips you need to ensure that your forms are perfect:

1. Only ask what’s needed

Here’s the thing:

When people have the ability to add anything to their form, they tend to add everything.

It’s like an all-you-can-eat buffet.

All the food’s there for you, so why not just try it all?

Well, there’s a problem to that approach and it isn’t just waking up with an upset stomach.

Remember, nobody likes filling out forms.

Every single question you add to your form makes it longer and will affect its conversion rate. So you best make sure that every single question NEEDS to be there.

Ask yourself:

Do I really need to know where they studied? 

Or is their city of residence actually relevant to me?

If not – drop the question.

Not only is this going to make the form shorter and more relevant to the respondent, its going to make your job easier too! 

Why?

You won’t have to sift through tons of irrelevant data to find the answers you need.

2. Break your form into sections for maximum readability

I said it earlier and I’ll say it again:

People hate filling out never-ending forms!

That’s why it’s important to make your form as user-friendly and scannable as possible. 

Think about it.

If you’re presented with an endless list of questions that goes on and on – there’s no chance that you’re going to attempt to finish it!

That’s why it’s important to ensure that you break-up your form into sections.

Let’s say you are surveying agile teams about their remote work processes.

In the first section you can ask them about their key challenges. Then move on to their team size and company details only in the next section.

How does creating sections help?

It makes the form seem smaller than it is. 

As users can complete sections quickly, they’ll feel like they’re accomplishing something – which will make them feel like they’re closer to the finish line.

3. Never skip usability testing

You could build the most amazing form ever.

But that’s still your perspective.

You won’t know how good it is and what you can improve on until your users fill it out.

And how do you do that?

Usability testing!

Send your form to a test group and ask them what they liked and didn’t like about your form.

It’s going to give you some valuable insights from the user’s perspective – which will help you make the adjustments you need to create the perfect form!

Note: 

A test group can’t just be members of your team or family!

You need to take a standard sample of people from your target demographic and ask them to fill it out. This way, your test group will consist of the same kind of people you’ll eventually send your form to when it’s ready.

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