Sections & Pages in Forms
planned
Aries Eroles
It would be great to have sections in Forms just like in Google Forms and in Microsoft Forms.
Also offer the ability to add logic to jump to a section.
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Amber Walker
Hi, there!
We're excited to share that we're working on new improvements for our Form view, including a new full-screen experience, and we'd love to hear your thoughts!
Please take a moment to watch our demo and fill out the quick survey below. Your feedback is invaluable in helping us create the best experience possible!
Thanks! ✨
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Ralph Stokes
Just to be clear, this is about the end user experience (i.e. the person filling in the form) not the editing experience (i.e. the person building or designing the form)?
I couldn't care less about the editing experience, as long as I know how to use it and clickup docs are there to help, but I need to make sure that people filling out forms can use the form I present them as easily and with as little effort as possible because they are from "outside" clickup, not users of it.
Michael
Ralph Stokes: Correct. This is the end user experience.
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Ralph Stokes
Michael Thanks for clarifying.
And with the utmost respect, I can't understand why you're working on a full screen editing mode rather than bringing the functional features we really need?
Michael
Ralph Stokes: Great question! We're researching the next evolution of Forms which will include new features but also a refreshed user experience. Full screen mode was part of this exploration & researching. We have multiple engineers on the team and that will allow for parallel work whether thats information blocks, field descriptions, nested logic, or alterations to the UI&UX.
Amber Walker
Hi, there!
We're excited to share that we're working on new improvements for our Form view, including a new full-screen experience, and we'd love to hear your thoughts!
Please take a moment to watch our demo and fill out the quick survey below. Your feedback is invaluable in helping us create the best experience possible!
Thanks! ✨
Mark Hoffman
Something that is nice to do on other form builders is to put multiple fields on the same line. For example email and phone number can be next to eachother with a large text field below. This allows you to organize things better, keep relevant fields next to each other and reduce the height of a form.
Charlie Clarke
Please please made forms wider....this would help immensely with the length of forms!
Michael
planned
Michael
Ryan MacAlmon: We are currently planning, scoping, and designing this feature. We'll have more to share in the near future!
Ed Brancheau
I love Clickup but this kind of stuff drives me crazy because it's such a basic need. And yet it's been "Under Review" for almost two years.
My problem with Forms is that I just want to be able to add text instructions between the Task (don't even get me started on why you call them Tasks instead of questions) so that I can explain how the person filling out the form should answer the question.
But instead of simply being able to edit the form and add a little non-task text, I have to implement a crazy workaround of create a task and making it so that nobody can fill it out.creating
Louis Cezar R. Baguio
we need this feature on our workspace
Mark Hoffman
Check out any of the major form providers to get an idea of features. I use Gravity Forms and JotForm. They are feature rich and have a lot of the main features already fleshed out.
Michael
under review
Michael
Hey, everyone!
Thanks for the feedback!
We're beginning to take a deeper look into Forms and would love to hear more details about your request. Many of you outlined the nature of large forms today and how overbearing they can be to users. While we can definitely build both section & pages, we'd love to target only one of these first so we can get something in your hands sooner.
The ask: We'd love to hear if you'd prefer sectioning (similar to competitors) or a page-like experience (one question per page). When responding, please include any details on
why
you prefer one over the other, this will greater help us in building the best product for you! Somewhat related to this request, we are also looking to support informational blocks. For the user who prefer sectioning, would this meet the base level of your request (by breaking up the Form but still a single page) if we end up building pages first?
Thanks so much!
edit
: For additional details: Pages would mean the editor is reconfigured to allow you to jump between pages. Sectioning would offer a similar (but enhanced) editing experience to what we have today.Eric Reger
Michael Sectioning would be our preferred. It helps break up the large form and could make branching nicer as well. Being able to move to a different with branching similar to MS Forms would be a huge game changer
Rachael Mueller
Michael Sections for sure! Being able to organize it this way would feel so much cleaner, especially with Headers.
Not a fan of the one question per page design because you can't see how far along you are in the process. Makes it more intimidating as a user
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Amanda Hyer
Michael Informational blocks, at minimum, would make a HUGE difference in breaking up long forms and allowing us to convey critical information about particular services or selections, without having to try to include all of that info in the field name (which is what we're currently doing).
As long as sectioning can be configured to conditionally allow for showing/hiding sections based on responses to specific questions, that would be a huge step up, especially if that could be combined with conditional logic within that section to further customize the specific questions shown within that section.
For long forms, I'm not a big fan of a one-question-per-page experience, as it makes the form feel even longer than it already is.
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Levi Bretz
Michael Sectioning please!!! And need the ability to add information at the top of each section. Or, just create the content block :)
Victoria Walker
Michael sectioning please! Our forms aren't long enough for multiple pages but it would help the user navigate the form if we could break it into sections.
Gurminder Dhami
Michael Sectioning would be defintely of more use. Specifically if conditional logic would allow to navigate to or skip an entire section based on the answer to a particular field in forms.
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Ralph Stokes
Michael I think I would prefer pages if I understand correctly. I have a quote form which presents the user with one question at a time. I would like to be able to build this form directly in clickup rather than use the one I currently have on my website as this would allow me to include some logic and use the submitted data more easily. I have built the form both sectionally and conversationally ( I believe this is what you mean by pages) and have found that user engagement is much better when people are shown one question at a time. Just to be clear, I have no use for forms internally - being a one man team - so my use case is based on presenting forms publicly to get information I can store in my CRM space in clickup.
Valeriya Gosteva
Michael Sections would definitely be preferred (similar to google forms)
It helps building the logic of the form and guide the user through it, while setting the expectations of how much they need to fill in, while question-per-page would feel overwhelming and perhaps a little annoying.
For example, the biggest use case for us is that we use forms for requests, and sometimes it's a lot easier for the user to fill in question 5 then 3 then 2, etc – it's best if they have the option to decide that for themselves, instead of having to jump between pages
And I would imagine that if a user would want to have a question per page, they can just create loads of sections and achieve this effect :)
And descriptions – YES PLEASE, really missing that at the moment. I would say for both specific questions and sections would be great.
Thank you, really looking forward to this!
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Kevin McCuen
Michael, sections would definitely be preferred. It would be nice to have an editable space above each section to provide instructions or additional details for the questions that will follow.
Michael
Thank you everyone!
This has been super insightful. Excited to upgrade Forms for you all in the near future!
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Bruce Rankin
Michael I prefer to see the sectioning with the information block.
Also, I think paging with only one question per page in my mind would be frustrating to people entering the information.
Neha Srinivasan
Michael Sectioning for sure. The forms I use are a little long, and ask for different types of information (contact info, info about the organization submitting, info about design goals, etc.). Being able to break the form into these different types would be great for user experience when navigating the form. If I'm understanding correctly, informational blocks would work for this purpose, too. I'm not at the point where I absolutely need conditional logic in the forms yet, but am totally agreed with others in this thread about branching being a feature that would be incredibly useful.
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Elysha Johnson
Michael I would actually prefer pages. Sections are great, but they can still make the form feel and look overwhelmingly long. Pages can give some visual relief to my audience.
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Jaron Brownell
Michael Conversational Forms (Pages) should be the priority if both can't be done. The format of one question at a time definitely packs a punch, especially for client surveys and marketing assessments -- it's a game-changer for lead generation and income. The difference that this format makes means real actual impact and value to my business.
Conversational Forms are undeniably more modern and effective, supported by the latest UX research. Not having conversational forms seems like this software is still behind instead of leapfrogging the competition.
Here are some additional features that boost the effectiveness of conversational forms:
* Button fields for yes/no/maybe answers to eliminate the need for a "next" button, which keeps users engaged and makes long surveys seem quicker and less daunting. (This is preferable over radio buttons as they would still need a next button.)
* A progress bar to show users how much of the form they've completed.
* Maybe (maybe) have an option to let users view all questions at once or one by one. But from what I've seen, this might be more trouble than it's worth in terms of coding and testing. It doesn't get as much real-world use as some people think.
If the full enhancement is far off (already two years in the making), a simple heading and description feature would be a great stopgap: just a heading and description box without input fields. This aligns with current features (sorting) and avoids the complexity of a full-blown section system (ordering sections, moving questions, etc.).
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Bec McFarland
Michael Sectioning with text blocks and headers would be amazing. Much preferred over pages.
Bree Jones
Michael I would prefer pages but pages that support more than 1 question. For example a page could have 1 to infinite questions. It puts the power in the hands of the ClickUp User to determine how to divvy up the form. The issue with sections as I believe to understand your original proposal is that you still have the issue of one massively long page even if there are dividers and subsections. And the issue with one question per page like TypeForm for example is that those forms are incredibly painful and give me anxiety because they feel like they're never ending.
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Olivia Groell
Michael Sectioning is preferred for us as well! I don't mind the long pages and scrolling (it is also clearer to the submitter how much information they need to fill out in their request at first view rather than seeing multiple pages that need to be filled out). The main issue with the way it is now, as others alluded to, is that you cannot add contextual information between questions, so all of those instructions have to either be in the form description or in the field/question description itself. Forms would flow better if we could break down and categorize the questions on a long request.
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