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How to create a survey in ClickUp

Posted: Sat Jan 18, 2025 7:07 am
by Ehsanuls55
Now that we have the right strategies, let's see how to create a survey in ClickUp:

To get started, create a new account or log in to ClickUp and click the "View" option.
Create a ClickUp account and click on the "View" option.

Choosing View in ClickUp

Select 'Form'
Selecting 'form' in ClickUp Forms

Selecting the form option in ClickUp

Use the available Custom Fields to tailor your form to your needs
ClickUp 3.0 Form View Bundle with Custom Fields

Use attributes to customize your form in ClickUp Forms

You can even use conditional logic (if you have a paid plan).
Here's how it works:

Imagine you are conducting a survey to gather feedback on kuwait whatsapp number data a recent training session.

Question 1: Have you attended the training session?
Options:
Yeah
No
Conditional logic:
If the respondent selects "Yes", the form displays the following question:
What was your overall assessment of the session?
If the respondent selects "No", the form skips to the next question:
Would you be interested in attending a future session?
Here's how to add logic to your forms:

In your form, enter "edit mode"
In your ClickUp Form, go into 'edit mode'

Editing the form in ClickUp

You'll notice that the 'logic' switch is below each question in your form. Click that switch and use it only for relevant questions and situations.