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.
Leave Google forms behind and maximize your use of ClickUp.
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
Testimonial and feedback request form
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 vetted ClickUp 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.
