How to Create ClickUp Forms in 2026: Setup, Conditional Logic and Intake Workflows

A ClickUp Form turns every answer into a task. You build it as a Form view, map each question to a task field or Custom Field, and share the link. Anyone with the link can submit. The catch is the plan: conditional logic (questions that appear only after a certain answer) needs classic Business Plus or Enterprise.

I checked ClickUp’s pricing page, the Form view limits article and the conditional logic guide on October 20, 2026. ClickUp sells two plan lineups right now, so I name both below.

Which ClickUp plan you need for Forms

ClickUp is moving workspaces to new plans. Its pricing help page says new workspaces start on the new plans, while some older ones keep the classic plans and prices. So check which lineup your workspace shows on the billing page before you budget.

• New lineup (yearly): Free Forever ($0, 1 Form), Core ($9 per user a month, unlimited Forms), Business ($17), Enterprise (quote) and Max ($100).
• Classic lineup (yearly): Free Forever, Unlimited ($7, or $10 monthly), Business ($12, or $19 monthly), then Business Plus and Enterprise. These are the classic prices ClickUp’s page showed when we checked on October 19, 2026. Today the page showed the new lineup.

If your workspace is moved to a new plan, ClickUp says no features are removed. Your price stays the same until the date in your notice, and price updates start no earlier than January 2027.

The Form limits article lists features by classic plan:

My advice: if your intake needs different questions for different request types, budget for classic Business Plus. If your workspace is on the new lineup, test logic in a trial before you buy, because the new plan pages do not list logic as clearly yet.

Build your first Form step by step

1. Open the Space, Folder or List where requests should land.
2. Click + View on the Views bar and pick Form. You can also start from the Forms Hub or the sidebar.
3. Name the Form and add a short description. Say what happens after someone submits.
4. Click Add question. Search for a task field or Custom Field, or pick a question type to create a new field.
5. Mark key questions Required.
6. Open Settings to apply a task template or set a default assignee.
7. Click Preview, then submit one test entry yourself.

Each answer is saved to the field you mapped. Renaming a question on the Form only changes the label people see. It does not rename the Custom Field elsewhere.

Set up conditional logic

Conditional logic shows a follow-up question only when an answer calls for it. ClickUp’s example is a Due Date question that appears only when someone picks Urgent priority.

1. Add a question of a type that supports logic: Assignee, Checkbox, Dropdown, Label, People, Priority or Status.
2. In the lower-right corner of the question box, turn on Conditional Logic.
3. Click Add rule and pick the condition and the question to reveal.
4. Add more conditions with Add another condition.

You can add up to 25 rules per question. Rules can nest up to five levels deep, which the limits table ties to Enterprise. Text and Number questions cannot drive logic, so plan your “decision” questions as Dropdowns.

One gotcha: turning off a question’s logic toggle removes its rules and every question nested below them. Deleting a question also deletes everything nested under it. Export or screenshot a complex Form before you clean it up.

Limits that catch teams

• 25 MB per uploaded file. Bigger files need a cloud storage link.
• 500 submissions per hour per IP address. A kiosk or shared office network can hit this during an event.
• Free Forever gets one Form and cannot share, embed or export it. It is a test, not an intake system.
• Mobile: people can submit Forms in the ClickUp app, but you cannot build or edit Form views there.
• Public by default. A new Form is live and shareable at once. Turn on Account Authenticated Forms (Enterprise) if only your workspace should see it.

Route requests so nothing sits

A Form that drops tasks into one List with no owner just moves the mess. Three habits fix that:

1. Default assignee or template. Use Form settings so every task lands with an owner, a status and the right checklist.
2. Hidden fields for known data. On Business Plus and up, pass the requester’s email or team through the Form URL so they do not retype it.
3. One automation, not ten. Start with “When task created, assign by Request Type.” ClickUp’s new Core plan lists 1,000 automations a month and new Business 10,000, so busy Forms need a quick count. See our ClickUp automations guide.

Then point a Dashboard at the List so leads see volume by type and age. Our ClickUp Dashboards guide shows the cards I start with.

ClickUp Forms vs other tools

Asana’s forms help page puts branching, a default assignee and custom confirmation messages on Advanced and up. Basic Asana forms start on Starter ($10.99).

If logic is your main need and you are not tied to ClickUp, compare the plan you would need in each tool. See our Asana forms guide and Smartsheet forms guide.

When not to use ClickUp Forms

• Payments or e-signatures. ClickUp Forms do not take payments. Use a form tool built for that and send the result to ClickUp.
• Anonymous HR complaints. Each submission becomes a task that admins can open. Use a dedicated tool.
• Huge public surveys. The 500-per-hour cap and task-per-response model make reporting heavy. A survey tool fits better.

Common questions

Are ClickUp Forms free?

Free Forever gets one Form, with no sharing, embedding or exporting. Paid plans get unlimited Forms. On the new lineup that starts at Core ($9 per user a month yearly). On classic it starts at Unlimited ($7).

Which plan has conditional logic in ClickUp Forms?

ClickUp’s limits page lists logic on classic Business Plus and Enterprise. Nested logic is Enterprise only. Check your workspace in a trial if you are on the new lineup.

Do people need a ClickUp account to submit a Form?

No. Anyone with the link can submit, unless an admin turns on Account Authenticated Forms. Then only people in your workspace can view and submit.

Where do ClickUp Form responses go?

Each response creates a task in the List where the Form lives. For a Form on a Space or Folder, you pick the List when you create the view.

What is the file size limit on ClickUp Forms?

25 MB per file, on every plan. This is separate from the limit for files attached straight to tasks.

Can I edit a ClickUp Form on my phone?

No. You can submit or share Forms in the mobile app, but you build and edit Form views on desktop or web.

Sources

• ClickUp pricing (checked Oct 20, 2026)
• ClickUp: Intro to pricing (new and existing plans)
• ClickUp: Form view feature availability and limits
• ClickUp: Use conditional logic in Forms
• ClickUp: Intro to Forms and Form view

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