Form Templates
building now
Megan McLean
Ability to save forms as templates at the space level so that we can simplify and streamline the process of requesting communications materials for internal staff. We primarily use ClickUp to manage all internal comms requests so, while I appreciate the new forms feature, I think relying on each member of the staff to create a form correctly is a bit too ambitious. But I don't want to be tasked with creating several different forms and then emailing them the link because I often don't know what they're working on and what their needs are until they've created a prioject/list in ClickUp using a saved template.
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Lily Chan
Hi Everyone, latest update here - I have pushed the ETA to April 2026, as we are running into bugs we want to resolve before we roll out. Thanks for your patience!
Michael
Droppin’ timelines is pretty brave Lily Chan 😱�
Lily Chan
Michael: Someone had to live on the edge, and today it was me. 😁
R
Rune
Lily Chan Hello!
Am I correct in understanding that the new update will allow applying a form template without changing the settings inside the folder?
So all tasks and automations remain the same, and only the request form itself is changed?
Lily Chan
Rune: The Form Template is the same as a View Template, so it will not carry any information related to the Folder. It will be self-contained in just the Form view.
Rory Hochstein
Ran into an impediment with this just now. Makes it very difficult to scale form resources across multiple projects and clients. Thanks team, and looking forward to your update!
Will I automatically get notified when you are ready to do a beta?
Lily Chan
Merged in a post:
Make Forms As Templates
K
Kelly West
I use forms to create checklists for client orders. It takes so much time to create them every time. Please make it a template option or have the ability to duplicate them.
David J Geiger
I see that this is in the building now status, Lily Chan do you have an estimate on when you think this might go to beta and/or live?
Lily Chan
David J Geiger: We are targeting a beta towards end of March or April timeframe. I'll update here once we're ready to collect beta customers. Thanks for your interest!
David J Geiger
Lily Chan Awesome, thanks!
S
Sabrina
Lily Chan While you're working on forms, can you please, please, please make the scrollbar visible! There's a feature request for this: https://feedback.clickup.com/feature-requests/p/make-vertical-scrollbar-visible-in-forms but not enough votes to put it on your radar, even though it's basic UI and is negatively impacting form completion. Thank you!
Lily Chan
Sabrina: Thanks for your feedback! I'm looping Max Weiten who is the Product Manager in charge of Forms to address the scrollbar issue.
Lily Chan
Merged in a post:
forms
A
Arne Østergaard
Lily Chan
Merged in a post:
Form View Templates
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Justin Jordan
We would like to deploy a Form View we templated for every one of our Projects (Spaces) easily rather than have to recreate one by one.
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Phuoc
Will this function be available in Form Templates?
- set Form at Space/Folder level
- create a dynamic field storing all existing lists it has as options
- put this field in Form and publish Form URL
It will help centralize projects with one stakeholder/client in a folder and allow them to initiate request/task to an exact project themselves without chatting or emailing PM.
Lily Chan
Phuoc To answer your questions above
* "set Form at Space/Folder level" - You will be able to specify which location you want to apply the Form template (List/Folder/Space) and it will create the Form view at that level. You will still need to choose a List where the form responses will flow into.
* "create a dynamic field storing all existing lists it has as options" - I am not clear on what this ask means. Can you please elaborate and provide more details or an example use case?
* "put this field in Form and publish Form URL" - Related to the above - any additional details or example use case would be helpful.
Thanks!
K
Kristin Noyes
Lily Chan - it would be great if info could be merged, and new information with the same task name could override old fields/empty fields from an existing task
Lily Chan
Kristin Noyes: Thanks for your feedback! For that request to be able to update existing ClickUp objects using a template, could you please vote on these FRs:
Thank you!
Lily Chan
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