You can create a form in ClickUp by opening any Space, Folder, or List, clicking the plus icon, and selecting Form. Every form you build generates a task in your chosen List each time someone submits a response, making forms a direct pipeline for collecting requests, feedback, or intake data without leaving ClickUp.
Start a New Form
There are two ways to create a form. The first is from the Views Bar inside any List: click “Form,” then either pick a template or select “Start from scratch.” ClickUp will ask you to choose the List where submission tasks will be saved.
The second method works from the Spaces sidebar or Home. Hover over any Space, Folder, or List, click the plus icon, and select “Form.” Either path gets you to the same form builder. The List you choose matters because each submission becomes a new task in that List, and the form can only use Custom Fields that exist at or above that level in your hierarchy. If you create a form from a Folder, for example, it can pull Custom Fields from the Folder, its parent Space, and the Workspace.
Add and Map Questions
Once the form builder opens, click “Add question” at the bottom of the form. You can also drag and drop the “Add question” button between existing questions to insert one in a specific spot, or drag existing questions to reorder them. A search bar lets you find task fields or Custom Fields you’ve already set up, or you can browse by question type.
Each question can either create a new Custom Field or map to an existing one. Mapping is the key concept here: it controls where the respondent’s answer shows up on the resulting task. If you map a question to a task field like “Due Date,” the response populates that field directly. If you map it to a Custom Field called “Department,” the answer appears there. New Custom Fields you create through the form builder are also added to the form’s location, so you can reuse them in other tasks.
This mapping system means you can build intake forms that automatically fill in assignees, priorities, dates, and any custom data your team tracks, without anyone needing to manually transfer information from a submission into a task.
Use Conditional Logic
Conditional logic lets you show or hide questions based on how someone answers a previous question. This feature is only available on Business Plus and Enterprise plans.
To set it up, add a question that uses one of the supported question types: Assignee, Checkbox, Dropdown, Label, People, Priority, or Status. In the lower-right corner of the question modal, toggle “Conditional Logic” on, then click “Rules” to expand the rule builder. Use the dropdown options to define your “If” condition (for example, “If Priority is Urgent”), then click “+ Add field” to specify which follow-up question appears when that condition is met.
You can create multiple conditions on a single question by clicking “Add condition,” and each field supports up to 25 rules. This is useful for routing different types of requests through different sets of questions, like showing budget-related fields only when someone selects “New Project” from a dropdown.
Publish and Share Your Form
Before anyone outside your workspace can access the form, you need to publish it. Open the form and click “Published” in the upper-right corner. Once published, click “Copy link” to grab the public URL and send it via email, Slack, or wherever your respondents are.
To embed the form on a website, click the small arrow (caret) next to “Copy link.” This opens the Sharing settings modal, where you’ll find an embed code you can paste into any webpage as an iFrame. The sharing settings also let you:
- Set a link expiration: By default, links never expire. Toggle this on to deactivate the link after a set time.
- Allow search engine indexing: Off by default. Turn it on if you want the form discoverable through search engines.
- Autosize embed height: On by default, so the embedded form fills the available width and height automatically.
Sharing, embedding, and exporting forms requires an Unlimited plan or higher. Unlimited plans include five exports, while Business and above get unlimited exports.
What Each Plan Includes
ClickUp’s form features vary significantly by plan, so it’s worth knowing what you can and can’t do before you build something complex.
The Free Forever plan lets you create exactly one form. You can’t share it externally, use conditional logic, add hidden fields, or adjust form options like custom branding. It works for internal testing or a single simple intake form, but not much beyond that.
The Unlimited plan removes the cap on the number of forms you can create and lets you share, embed, and export them (with a limit of five exports). However, conditional logic, hidden fields, and form options remain locked.
The Business plan matches Unlimited but upgrades exports to unlimited. Conditional logic, hidden fields, and form options are still unavailable at this tier.
Business Plus unlocks conditional logic, hidden fields, and form options. This is the first tier where you can build dynamic, multi-path forms. Enterprise adds authenticated forms, which require respondents to verify their identity before submitting. All plans share a rate limit of 500 form submissions per hour from a single IP address.
Where Submissions Go
Every form submission creates a new task in the List you selected when you built the form. The answers populate the task fields and Custom Fields you mapped during setup. This means your team can immediately see new submissions alongside their other work, apply automations, assign tasks, and move them through statuses without any manual data entry.
If you later want to change where submissions land, you’ll need to update the form’s target List. Keep in mind that the form can only reference Custom Fields available in its hierarchy, so moving a form’s location may affect which fields are accessible.