Making a form within ClickUp is an easy and effective approach to gather data from your team or clients. In this guide, we will lead you through the step-by-step process of creating a form in ClickUp.
Step 1: Open ClickUp
To create a form in ClickUp, first open the ClickUp app on your device. You can access it through the web browser or download the app from the App Store or Google Play Store.
Step 2: Create a New Task
Once you are logged into ClickUp, click on the “Create” button in the top left corner of the screen. This will open up a drop-down menu, where you can select “Task.” Click on it to create a new task.
Step 3: Add Form Fields
After creating a new task, click on the “Form” button in the top right corner of the screen. This will open up a form builder where you can add different types of fields such as text boxes, drop-down menus, and radio buttons.
Step 4: Customize Form Settings
Once you have added all the necessary fields to your form, click on the “Settings” button in the top right corner of the screen. This will open up a settings panel where you can customize various aspects of your form such as the title, description, and submission options.
Step 5: Share Your Form
After customizing your form settings, click on the “Share” button in the top right corner of the screen. This will open up a share panel where you can invite team members or clients to fill out your form.
Conclusion
Creating a form in ClickUp is a quick and easy way to collect information from your team members or clients. By following the steps outlined in this article, you can create a customized form that meets your specific needs and share it with others for input.