Looking to automate client intake, collect leads, or manage team requests—without spending a dime? 💸 Here’s the rare, step-by-step guide to creating a ClickUp Form entirely for free! Ideal for solopreneurs, startup teams, and productivity lovers. This trick is often buried inside ClickUp’s interface—but once unlocked, it lets you replace tools like Typeform, Google Forms, and Jotform (especially for internal use). ✨
💡 How to Create a Free Form in ClickUp:
Create a New List ➕📋
Forms are tied to Lists inside ClickUp.
Go to your desired Workspace > Space > Folder.
Click + New List.
Give it a meaningful name like Client Feedback, Bug Reports, or Project Requests.
Link: https://app.clickup.com/ (Sign in to your ClickUp workspace)
Access the Form View 👁️🗨️
Within the List:
Click + View (on top).
Choose Form.
Click Add View.
Tip: Forms are a type of view, just like Board or Table view.
Customize Your Form Fields ✍️✨
ClickUp automatically pulls fields from the list (like Status, Priority, Text, Dropdown, Date).
Click + Field to add new ones.
You can drag & drop to reorder.
Add logic with required fields, default values, or description text.
Common Form Fields:
Text Input → For name, email, comments
Dropdown → For categories, urgency
Date → For deadlines or preferred meeting times
Attachment → To allow file uploads
Adjust Settings & Share ⚙️🔗
Click the Settings gear icon:
Rename form title.
Toggle on/off showing task names or statuses.
Add a thank-you message.
Then → Hit Share.
Get your public form link.
Embed it on websites, Notion, newsletters, or send it directly.
🎁 Bonus: What’s Free and What’s Paid?
Free Plan Includes:
Unlimited forms ✅
Unlimited fields ✅
Task creation from form responses ✅
Custom branding (basic) ✅
Paid Features Include (Optional):
Conditional logic ➡️
White-labeling 🏷️
Advanced automation on submit 🚀
💡 Use Case Ideas (Free Level):
Internal bug reports from your dev team 🐞
Freelance client onboarding 🤝
Project request submissions 📋
Event RSVPs or surveys 🎉
Summary:
You don’t need a paid survey tool! With this simple setup, ClickUp Forms can help you collect structured input and automatically turn it into tasks—all for free. It’s one of the most underrated productivity hacks you can implement in under 10 minutes. ⏱️
Happy learning! 🎉
