ClickUp Forms Streamlining Work for Software Teams blog feature image

The Power of ClickUp Forms: Streamlining Work for Software Teams

If you’re part of a software team, you know how tough it can be to manage multiple apps and workflows. Juggling different tools leads to confusion, wasted time, missed deadlines, and headaches galore.

Fortunately, ClickUp Forms can make things easier. With Forms, you can easily collect data from your team, clients, or customers. And the best part? It’s all integrated into the rest of the ClickUp platform, which makes it easier to stay on top of your work, all in one place.

In this blog, we’re going to show you exactly how ClickUp Forms can solve some of the most common pain points that software teams face.

Product Feedback Building Form in ClickUp
Support different use cases under one ClickUp Form with Conditional Logic

1. Forms for Detailed Bug Reporting

Using ClickUp Forms helps streamline the process of reporting bugs by preventing duplicate entries and ensuring all critical information is collected. Here are some steps to get started.

  1. Create the list that you want bug reports to flow into, then add a new view and select Form
  2. Add the necessary fields for collecting bug report information. Some common fields to include are:
    • Description of the bug
    • Steps to reproduce the bug
    • Device and operating system information
    • Browser information
    • Error messages (if applicable)
    • Severity of the bug
    • Priority level
  3. Customize the form to match your team’s brand. You may also want to include instructions or guidelines for filling out the form
  4. Test the form yourself to ensure that it works properly
  5. Launch it to users by sharing the link to the ClickUp Form on your website, within your software, or through other communication channels
  6. As responses come in, review and assign them to the appropriate team members for resolution. Hint: You can also use Automations to do this automatically 🙂
Conditional Logic in ClickUp Forms to Streamline Internal Requests
Streamline internal requests for design or IT teams to collect the exact information needed in your Forms

2. Forms for Your Feature Requests

Having a formal feature request process in place helps prioritize which features or enhancements to work on next. By using ClickUp Forms for this process, you can ensure that everyone’s requests are heard and that the team can focus on building the most impactful features for your product.

Here are some fields you might want to include for a user-facing form:

  • Feature description: A brief overview of what feature the user wants to add and what it aims to accomplish
  • Use case: A description of how the feature will be used
  • Contact information: The name and contact info of the person or account making the request

You might also consider making an internal-only form for members of your team to submit their ideas. In which case, additional fields may help you scope out the request further:

  • Priority level
  • Technical specifications
  • Estimated time and resources
  • Dependencies
  • Stakeholder and/or team name
  • Acceptance criteria
Example of Adding Conditional Logic to ClickUp Forms
Create smarter Forms in ClickUp with Conditional Logic to streamline the process—no matter how complex

Use Conditional Logic to combine your Bug Reporting and Feature Request Forms! This feature allows you to create a customized form experience based on how users respond to specific questions. For example, your software team could have one form that asks if the user is reporting a bug or submitting a feature request. With Conditional Logic, if the user selects “Reporting a Bug,” then the form would show questions related to that process only. If they answer “Submitting a Feature Request,” then the form would only show questions related to that process.

3. Forms for Your Code Reviews

Keep all collaboration and communication between engineering and development team members in one place by conducting code reviews in ClickUp Forms. Here are some fields you might want to include to help you facilitate a more organized and efficient review process:

  • Code author
  • Code reviewer
  • Date review was conducted
  • Code repository (name or URL)
  • Functionality: A description of the code’s intended functionality
  • Coding standards: A list of coding standards or best practices that the code is being evaluated against (e.g. readability, maintainability, adherence to style guide, etc.)
  • Security: A section to assess the code for security vulnerabilities and compliance with security standards
  • Testing: A section to assess the code for testability and to evaluate the completeness and adequacy of the tests written
  • Comments
  • Approval

Bonus: Google Forms Vs. Microsoft Forms!

Consider ClickUp Forms for Your Software Team

There you have it! ClickUp Forms is the ultimate solution for software, engineering, and development teams looking to streamline their intake processes. With customized Forms that automate workflows and improve communication, you’ll never look back.

And with our newly released Conditional Logic feature, you can be confident your Forms will always ask the right questions to the right audience. Give it a try and see how it can transform your team’s productivity!

Questions? Comments? Visit our Help Center for support.

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