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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.

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

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.
  • 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. 

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