How to create forms on your ClickUp dashboard

Boost your team workflow by creating forms on Clickup pages! Are you looking to embed customized forms into your ClickUp project management dashboard? Then, keep reading to learn how!


Maximizing your project management efficiency often means integrating the right tools in the right places.

If you're using ClickUp to manage your projects, you'll be pleased to learn that you can enhance your dashboard with Formaloo's powerful form creation capabilities. This integration allows you to seamlessly collect data, feedback, and responses directly within your ClickUp workspace.

In this blog post, we'll guide you through the easy steps to create and embed Formaloo forms on your ClickUp dashboard. Whether you’re looking to streamline data collection or enhance team collaboration, this integration will elevate your project management experience.

Let’s dive in and explore how to make the most of Formaloo forms in ClickUp!

What is ClickUp?

ClickUp is one of the best project management platforms that allows teams to organize and streamline their workflow. Its features include task management, time tracking, calendars, and goal setting.

project management software

With ClickUp, teams can easily assign and create tasks, set deadlines, and track progress. The platform allows easy collaboration and communication within teams, making it an excellent tool for remote teams. Additionally, ClickUp offers integrations with other popular tools such as Google Calendar, Slack, and Trello, allowing teams to integrate their workflow across different tools seamlessly. ClickUp is a comprehensive solution with custom fields for managing projects and team collaboration.

In addition to its robust project management features, ClickUp allows embedding forms to further streamline data collection and organization within your team’s workflow.

With Formaloo, you can easily create a form and embed your customized forms directly into your ClickUp projects, making it even more convenient for teams to gather and access the information they need to complete their tasks.

Explore free form templates →

Use Formaloo to create powerful forms, quizzes, and surveys and collect unlimited responses. Formaloo lets you add powerful conditional logic and workflow automation to your forms and engage your audience.

Formaloo gives you full customization options to build advanced forms, quizzes, surveys, polls, and even chatbots that are branded for you. Create custom domains, embed forms easily, and send custom white-labeled notification emails on your form submission.

Streamline your team’s workflow with Formaloo form embedding in ClickUp

You can easily embed your advanced Formaloo forms into your ClickUp project management pages. This allows for seamless data collection and organization within your team’s workflow by embedding URLs into your dashboard.

With Formaloo, you can make and customize different forms and apps. You can also use templates and edit them to make your forms as you want. Some templates are used for project management apps, like surveys, quizzes, personality quizzes, questionnaires, events, etc.

So If you are looking for a way to streamline data collection within your team’s workflow, look no further than Formaloo, which allows you to embed forms into your ClickUp project management page easily.

Discover the convenience and efficiency of having all your information in one place. Give Formaloo a try today and see the difference it can make for your team!

Getting started: How to embed Formaloo forms into a ClickUp project

Here are the three steps to embed your forms from Formaloo to your ClickUp project management:

1- Create your project management page on ClickUp

You can create your customized page or use ClickUp project management templates to organize your team and tasks.

Learn more about how to create a project plan on ClickUp.

2- Copy your form URL to embed on ClickUp

To copy your form’s URL, in your dashboard, open your formaloo and "edit base". It opens your form, and you can copy the form’s URL from the "Share" button.

You also can import Google Sheets to formaloo forms and embed them on the ClickUp dashboard. Furthermore, you can sync your form with Google Sheets.

Learn how to create your formaloo easily and fast.

3- Create a custom embed on your project management dashboard

Now, go to your project management dashboard on ClickUp, and follow these steps to start the ClickUp form embed:

  • Click on the “+Add widget” button from the top right side.
  • Click on the “Embed” button and choose “Custom Embed“. Then, paste your form’s URL.
  • Now you can see your form on your project manager dashboard. You can repeat these steps to add more widgets to your dashboard.

That’s It! so easy and fast that your formaloos are on your ClickUp dashboard.

how to embed a form in clickup

Learn more about how to edit and change the size and features here.

Final thoughts

In conclusion, embedding Formaloo forms on your ClickUp project management tools free is a great way to streamline your data collection and keep your projects on track. Following the simple steps outlined in this article, you can quickly gather the information you need to make informed decisions and keep your projects running smoothly. In addition, this allows you to have all the data in one place, making tracking and monitoring more efficient.

Overall, using Formaloo forms in conjunction with ClickUp can significantly enhance the productivity and organization of your projects.

Thank you for reading. We hope this article was helpful.

Read this article to learn how to customize your forms on Formaloo.

You can also track your projects and plan your tasks using Formaloo. Then you can easily embed your apps into your ClickUp project page.

Follow our YouTube channel to watch more useful videos.

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Get started for free

Formaloo is free to use for teams of any size. We also offer paid plans with additional features and support.

How to create forms on your ClickUp dashboard