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Productivity

How to Make a Form in ClickUp

Table of Contents
Author
Created with Tango by:
Nicole Pietrangelo
i
Last Updated:
May 18, 2023
Software
Use case
Productivity

This step-by-step guide will teach you how to create a form in ClickUp. ClickUp is a project management tool created for businesses of all sizes and industries. ClickUp strives to simplify work so you can get more done in a shorter amount of time. Creating a form within ClickUp is a quick and easy way to get important information from your team members. Happy creating! 

1. Log into your ClickUp account

2. From your homepage, click "Spaces" in the left sidebar

From your homepage, click "Spaces" in the left sidebar

3. Select the ClickUp space you'd like to create a form in

Select the ClickUp space you'd like to create a form in

4. Click "View"

Click "View"

5. Scroll down and click "Form"

Scroll down and click "Form"

6. Click "Add View"

Click "Add View"

7. ClickUp will prompt you to create your form

ClickUp will prompt you to create your form

8. Create a description for your form

Create a description for your form

9. Add a Custom Field to populate your form

Select a custom field from the list or select "Add Custom Field" to create your own

Add a Custom Field to populate your form

10. Once you're satisfied with your form, click "Viewing" to see the finalized form

Once you're satisfied with your form, click "Viewing" to see the finalized form

11. View your final product!

View your final product!

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