How To Create A Form In ClickUp

How To Create A Form In ClickUp

1. Log In to ClickUp: Access your ClickUp account.
2. Select a Space: Choose the space where you want to create the form.
3. Create a New Task: Click on the "+ New Task" button.
4. Open the Form View: Select the "Form" option from the views menu.
5. Add Form Fields: Drag and drop fields like text, dropdowns, or checkboxes.
6. Customize Field Settings: Adjust settings for each field as needed.
7. Set Up Form Options: Configure options like form title and description.
8. Share the Form: Get the shareable link to distribute your form.
9. Test the Form: Fill out the form to ensure it works correctly.
10. Collect Responses: Monitor responses in ClickUp as they come in.