How to setup a Form
Thomas Verhoef
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21 steps
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2 minutes
ClickUp
1
Navigate to [https://app.clickup.com/24323508/v/l/q69dm-3901](https://app.clickup.com/24323508/v/l/q69dm-3901)
2
Click on any folder/list you want to add a form to
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Add a form by clicking on '+view' on top of the page & select Form
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Open Form
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You can add multiple forms that suits your needs (bug form, request form, HR form, validation form, ... )
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Choose a form
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There are 2 views in every form: viewing a form & editing a form
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Click 'Editing' when you want to start creating or editing your form
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Choose any of the given fields and drag them onto the form
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Choose for each field if it is required or not
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Delete any field on the form by hovering over the given field and clicking on trash
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There is also the possibility to add custom fields to your form
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Choose any of the given input (location, dropdown, email, phone number, ....) There are a lot of options!
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Create your custom field
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Drag any custom field on the form
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You can simply make any form active or inactive when you want it.
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Users can only fill in active forms. This is a great way of capturing feedback in your desired time frame
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Simply by clicking 'Copy link', you can distribute your form anywhere you want
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There are also a lot of settings you can edit to make sure the shared link is shared the way you like
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Choose where (list / folder) you want your feedback to go