Using ClickUp FORMS + 'Stacking Templates' to Create Projects

If you want to automate project setup in ClickUp, use ClickUp forms! In this Advanced "Stacking Templates" tutorial, I'll show you how to use ClickUp Automations + ClickUp Templates to create custom tasks based on ClickUp Forms.

This is a great way to automate project management setup for new orders, client onboarding, HR processes, or really any conditional process!

In this video we'll cover:
00:00 Introduction
00:25 Your questions on how your ClickUp Forms equate to custom fields or standard fields
1:13 - Use ClickUp Automations
3:36 - Quick note about ClickUp Automations
4:23 - Sharing ClickUp Forms
5:03 - How can I add multiple templates in ClickUp?
9:39 What if I want my automation to not just apply two templates?
11:38 - Sort by name here and use a numbering system to save your sanity!

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[LaylaPomper]

Can you think of a way you could use this "stacking templates" strategy in your business? Leave a comment and let me know!

[aaronbitton]

Layla, I am glad the world has you. :-) Thank you!!!

[millionbuccs]

This is what I needed to help me make my final decision on what system I want to use. Thank you!

[MountainGoatSoftware]

Great video, Layla. I'm going to put this in place now. My use will be for a content calendar. Some content turns into an email, a video, a LinkedIn post, etc. I'll use a template for each and apply them as you've shown.

You mentioned this can sometimes be a problem when subtasks are created. How do I stop that from occurring? Thanks.

[DaveEKardos]

Great video and very helpful, thank you!

[illumechurch]

Layla, great video (as always)! Wondering if you know if is there a way to have a form response create (or be moved into) a doc instead of a list? I'm not seeing this automation option available, unless I'm missing something. What I want to do, ideally, is have every new form submission trigger a way for that response go into a ClickUp doc and *hopefully* also have each form response create its own "page" in the doc. But even if it doesn't do the new page for each response thing, at least having each response go into a doc instead of a list.

[alexmonroe]

Hi Layla! Thanks for this video! Are you aware of any way to reference a task in a form? I'm building a form for QA for a website project, and I would love for people to be able to identify the page they found an issue on (each page is a task). Thanks in advance for any help you can offer!

[GarfieldStinvil]

Great video! I saw this video through the eyes of email automation software and can understand it on that level. I guess the difference here is that instead of generating email responses based on form submissions we are creating "tasks to be performed" based on responses to form questions. I wonder about other kinds of activities that could be performed besides assigning "tasks to be performed " (in this case by applying templates)?

[RobStephens_com]

Nice video. Do you have a video walkthrough for your on boarding 1-4 steps to set up consult, contract, prep form, invoice?

[karenfn]

Great tip. Thanks. Am wondering can we use this to block off resources? E.g. we need to assign certain zoom accounts for certain events and there was a time when two events clashed on the same.Please advise. Thanks very much.

[greginfla_]

great video; what about multi-select add on options? I might want to add more than just one additional offer. The new customer needs offer A, C, D added to their task.

Looking at my automation list, I was hoping tag(s) would be criteria but I don't see it. Looks like a custom field will work, either the checkbox option or the label option. Am I on the right path? Think of a better way?

[sabrinac.]

Hi Layla, is there a way to limit the number of filled forms ? For example, if I use the form to register participants to a event, I would like to limit the number of participants. Is it possible and how ?

[annenapolitano]

Hi Layla, you mentioned a conditional process video; can you provide the link? Thanks!

[chadjohnson]

I’m having trouble with the templates showing all of my custom fields on all my saved templates. Not sure what I’m doing wrong. Everything else is working perfectly

[sonicloud]

I have a form with six drop-downs (custom fields). Each drop-down has in excess of 20 options. When the first drop-down is selected (mandatory drop down) and choice one is selected say, then I need a sub task made on the task being created and for the sub task to be named after the selection made from that drop down choice. Now if on the other five non-mandatory drop downs are selected I’d like a sub task made from their choices too. Possible without having 20+ templates?

[CameronCox_]

Hi Layla. Im looking for the YouTube video you reference in this video about Conditonal Processes... struggling to find a video in your list using that language in its title ?

Hope the move has gone well

[sonicloud]

What if you had 5 custom drop downs with 20 different choices in each drop down? How many templates would I need?

[dancostantino]

Can I automate an email to be sent when a form is submitted?

[CameronCox_]

Well that was just a little Bit Sexy. Great job Boss. super valuable video today, put that straight into my Staff pick list.

[terrasoar]

This video is from 3 years ago and they still haven't fixed subtask sorting!!