Request intake templates for ClickUp
Proven request structures you can build in minutes: the pages, questions and logic each request type needs. Point the form at a ClickUp List, import your own custom fields, and send the link.
Marketing teams
Creative Brief
Campaign goal, audience, deliverables, deadlines and reference links across three pages, with deliverable-specific follow-up questions.
- Brand dropdown
- Due date
- Priority
- Deliverables checklist
Product and engineering
Bug Report
Severity-driven logic: critical reports ask for environment, reproduction steps and screenshots; minor ones stay short.
- Severity dropdown
- Environment
- Priority
- Reproduction steps
Agencies
Client Onboarding
Company details, stakeholders, brand assets and access requirements, branded with your own header so it looks like your form.
- Account owner
- Start date
- Services labels
- Contact email
Operations and finance
Purchase Request
Capture requester details, cost center, budget information, justification and approver details in one structured request, mapped straight into ClickUp.
- Cost center dropdown
- Amount
- Needed by date
- Approver name
Events and brand teams
Event Request
Venue, dates, headcount, suppliers and responsibilities, with pages that only appear for the event types you select.
- Event type
- Start date
- Due date
- Budget
Internal IT
IT Support Ticket
Use category-based questions to capture the right technical details, then deliver the completed request into the configured ClickUp List.
- Category dropdown
- Urgency
- Device
- Location
Need a template we don't have yet?
Tell us the request you receive most often and we'll help you structure it for ClickUp.
Request a template