Find out how to Create a ClickUp Shape

by | Feb 14, 2023 | Etcetera | 0 comments

Feedback and surveys have the same opinion shape your marketing strategy in line with your customers’ responses. ClickUp Bureaucracy are one of the vital necessary many useful choices that ClickUp offers to gather information for your customers.

This instructional is designed to steer you on learn the way to create a type via ClickUp. We can walk you all through the method of growing and sharing shape URLs and find out how to get admission to the knowledge stuffed by the use of the forms. Let’s get started.

What’s ClickUp

ClickUp is a versatile productivity instrument that provides the entire thing from planning, tracking, and managing initiatives and promoting and advertising campaigns along with rising atmosphere pleasant workflows. The app offers a clean interface, cross-platform availability, and integration with many widespread apps.

Moreover, it choices promoting and advertising sprint templates, time-tracking options, real-time reporting, group collaboration and communication, and best customization. All in all, you’ll have your teams, tasks, and power together on one productivity platform.

Consult with Signal Up ClickUp

Creating a ClickUp Form

#1 – Sign up for an account

Join an account (it’s unfastened), then log in in your ClickUp account.

sign up login clickupsign up login clickup
#2 – Create a Space

Get began with rising a space in case you haven’t already. To create a space, cross to the sidebar, make larger SPACES, then click on on “+ NEW SPACE“. Give your new space a name, then practice the on-screen instructions to create your home.

create new spacecreate new space
#3 – Create a Form

Click on on on the Space (on the sidebar) you merely created, then cross to “+ View” at the most productive navigation, make a choice “Form“, then click on on “Add View“.

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create formcreate form
#4 – Customize your Form

Your new form comes and not using a fields, a default form description, and submit button. It’s completely up to you what you want your form to look like.

clickup default formclickup default form

To customize your form, you’ll get began by the use of dragging the Tasks Field on the left into the form, otherwise you’ll create your personal fields by the use of clicking on the “+ Add Custom designed Field“.

add custom fieldadd custom field

For simplicity sake, we will a type that come with the Name and Web page fields for this instructional

Instructions:

  1. Click on on “+ Add Custom designed Field
  2. Make a selection Text.
  3. select textselect text
  4. Enter “Name” in “Field Name“, and click on on Create.
  5. Drag the “Name” field to the form.
  6. drag name fielddrag name field
  7. Click on on “+ Add Custom designed Field” another time. This time, make a choice “Web page” and repeat the solution to tug it into the form.

That’s it. A simple form to gather names and websites is now created.

#5 – View your form

To view your newly created form, cross to “Viewing” at the most productive (besides “Bettering), or under “My Form” at the most productive navigation.

view clickup formview clickup form
#6 – Percentage your form

To percentage this kind the use of its URL, click on on on the “Copy link” button at the most productive right kind corner, or click on on on the arrow beside it to further customize your form.

copy clickup form linkcopy clickup form link
#7 – View gathered form data

To view data gathered by the use of the form, click on on for your Space’s determine, then make a choice “Record“.

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collected data in clickup crmcollected data in clickup crm

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