Form view / Forms on mobile
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Joey
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Exciting update!
Now you can directly submit Forms via our mobile app! 🎉
Here's how:
- Access a Form from Favorites or location level.
- Tap 'Open Form'.
- Fill & Submit! ✏️
Quick tip: Favorite your most-used Forms on the web app for faster access on mobile.
If you have any issues, please let me know!
Joey
complete
Exciting update!
Now you can directly submit Forms via our mobile app! 🎉
Here's how:
- Access a Form from Favorites or location level.
- Tap 'Open Form'.
- Fill & Submit! ✏️
Quick tip: Favorite your most-used Forms on the web app for faster access on mobile.
If you have any issues, please let me know!
David MacKenzie
Joey: Exciting news! Unfortunately I just tried testing this and it tells me "Whoops! This view is not supported yet..."
Is there a step I need to take to push the update?
Joey
David MacKenzie: Hey! It should work as long as update it from the App Store / Play Store. Can you check and make sure its up to date?
How did you attempt to open the Form? (Favorites, view selector, etc.)
David MacKenzie
Joey: I missed the update step. Duh! It's working now. Awesome to have this feature available - Thanks to the team for bringing it to life!
Liz Francis
Joey: I had the same issue as David, but when I went to check for an update in the App Store there wasn’t one. Anywhere else to push through an update?
Joey
Liz Francis: Hey! Besides fully closing the app store and reopening it, I am not sure. Apple sometimes sends updates out in waves, I would check later today :)
Lukas Moser
Joey: why always half baked features? Its only the web browser embedded. It is getting so frustrating
Joey
Lukas Moser: Hi!
When we were considering building this feature on mobile, I jumped on a call with several customers who voted here.
After speaking to them, I noticed a theme where almost 100% of the customers needed a way of quickly filling out forms in the app without keeping the public form links elsewhere and using their mobile browsers.
This was needed for filling in HR form submissions when employees are away from laptops, quickly creating tasks in an organized way that offers more fields than mobile task creation, and filling in information for appointments while on-site in a way that looks identical to being at the office.
This solution solves those use cases, where the vast majority of users that I spoke to wanted an easy way to fill out a Form in the app.
If you all come back and tell me you want to create forms or edit them on mobile, then we can consider that. Please let me know if you see any opportunities for us to make this better for your use case! 😊
R
Raymon ClickUp
Joey: When tap on "Open Form", With ClickUp app internal browser (on S23), the attachment button doesn't work but If I open the link in chrome/edge/etc. It will work. Solve the bug please.
Joey
We are in the final stages of testing this feature! You will soon be able to submit Form submissions right in the mobile app! 🎉
Stay tuned!
Brendon Willis
Joey: Can you elaborate on timeline? Trying to decide between Airtable and Clickup, and can't continue with ClickUp without this feature.
Joey
Brendon Willis: Hi!
We found a few bugs in our final QA testing that we are fixing as we speak. Our goal was to get it out this week, I will report back if we are able to get it out the door!
Joey
in progress
Joey
Merged in a post:
Forms on mobile devices
MSHA
The best place to use forms is on mobile devices (phone, tablet) so that our field service and sales forces have a simple and fast way to upload a new task, a to do or even share with customer.
R
Robert McKay
Yeah this would be super helpful for things like logging a contact on the go into my CRM... client calls me back, walking the dog... I forget to log it!
A
Allison Grotelueschen
Our team needs to be able to use our form to let us know that we have new clients that we should be connecting with. Our sales team is in definite need of having access to our form when they are out and about which is 90% of the time for them.
Tine Kühnel
My organisation also needs this urgently. After I created my first form I realised that it's a bit useless, since our team need to be able to fill in responses quickly on the go.
Joey
Hey everyone! 👋 I'm interested in learning more about Forms on ClickUp Mobile.
If this is relevant to your use case, please reply below with how you would use Forms to help you be more productive on the go!
A
Allison Grotelueschen
Joey: Our sales team needs to be able to put in tasks when they are out meeting with clients, but we have a standard form that provides all of the custom fields for our new tasks. This form makes sure that all of our tasks have consistent information for the rest of our team to access.
Anthony Martin
Surely this isn't omitted from the upcoming 3.0 update.
J
Jennie Berger
This comment being from 2021 and still not being completed is highly disappointing. I've just requested it as well. Why would a feature like this NOT be available on the mobile app? I'm so lost ClickUp.
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