Description
The ClickUp Forms Template Bundle will help you create easy to use and submit forms that create tasks right in your ClickUp workspace. Plus – add in automations for even more ClickUp magic! (I’m talking about having emails sent out automatically with variable fields filled in when a form is submitted ✨. Add in task templates to make sure that all form submissions are processed the same way 💫.
Maximize your use of ClickUp and keep everything in one place.
This template includes 6 ready-to-use forms:
- Hiring system including a hiring form template and application tracking system with automations
- New client onboarding form template for service-based businesses
- New client onboarding form for bookkeepers (easy to modify for any business)
- Testimonial and feedback request system
- Internal request form
- Pre-call questionnaire form
About the ClickUp Template Bundle:
In less than 5 minutes you can have a system for six different things.
- Created by a ClickUp Verified+ Consultant
- Designed for a paid ClickUp plan
- 2 click installation into your workspace
What the Template Includes
The ClickUp template includes a folder full of forms ready to be loaded into your workspace in just 2 clicks. Just customize and go!
- 6 ClickUp form templates (import the folder template to get them all or import the lists one at a time)
- video tutorial
- guide for customizing and practical usage
How to Use This Template
You’ll receive an email with a PDF that has the link to the template and a video tutorial on how to use and customize it.
Who This Template is For
- Coaches
- Agencies
- Social Media Managers
- OBMs
- Online business owners
- CFOs
- Bookkeepers
- Accountants
- CFOs
- Podcasters
You are purchasing a single use license of this template and may use it for your use only. You may not share this template.
