The ClickUp Shop

ClickUp Forms Template Bundle

$170.00

The ClickUp Forms Template Bundle will help you create easy to use and submit forms that create tasks right in your ClickUp workspace.

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.
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.
  • A fully built out template
  • Video tutorial on how to use the template
  • Guide to further customizations and practical use

Due to the nature of this digital product, no refunds are offered.