Read more about choosing a pre-made ClickUp Folder template.

List Templates

How to save List templates

  1. Locate the List you would like to save as a template
  2. Click the List's ellipses ...  in the left sidebar
  3. Select Save as Template

This reveals granular options for your new List template:

  • Pick a name for your new template
  • Choose who you'd like to share it with
  • Include everything, or pick and choose what you want to carry over


How to load List templates

  1. Click the ellipses ... for a Folder in the sidebar
  2. Select List from Template 
  3. Select an existing List template
  4. Enter a name for your new List
  5. Choose what to include (import) with the List
  6. If you have start/due dates set on tasks within the List, you can import them as is, or you can remap them!

Remapping allows you to set either the Start or End of the project, and then we automatically map out the rest of the days for you.

Start and end date are determined by looking at all the scheduled tasks and taking the earliest or latest scheduled date to determine a starting point for the calculation.

Folder Templates

The process for saving a Folder template is virtually the same as saving a List Template:

  1. Locate the Folder you would like to save as a template
  2. Click the Folder's ellipses ...  in the sidebar
  3. Select Save as Template 
  4. Choose a name for the template
  5. Include everything, or pick and choose what to carry over
  6. You can also choose to save the Statuses used in this Folder

How to load Folder templates

  1. Click the +  sign above your Folders in the sidebar
  2. Select the "From templates" tab to select an existing Folder template
  3. Add a name for the new Folder
  4. Choose what should be imported into the new Folder

Read more about choosing a pre-made ClickUp Folder template.

Space Templates

How to save Spaces as templates

  1. In the Spaces bar, click the ellipses ...  next to the Space you would like to save as a template
  2. Select Save as Template 

How to load Space templates

  1. Click + Add Space at the bottom of your Spaces bar
  2. Select the "Templates" tab from the popup that appears
  3. Provide the name of your new Space and select the template that it will be created from
  4. Choose what should be imported into the new Space

Task templates

Create or use a task template from the task window ellipses menu

Start a new task from a template using the (+) in the bottom right of your Workspace

How to Delete a Template

  1. Click on the ellipses menu for a task/List/Folder and choose Save as Template - just like you would to create a template!
  2. Hover over the template you want to delete in the "Template Name" dropdown, and a red trashcan will appear
  3. Click the red trashcan  to delete

How to edit templates

  1. Once you've made changes and have things arranged how you want, you are going to Save as Template
  2. Instead of creating a new template, find the existing template and overwrite it

Template Privacy

Templates can be kept private, shared with your team, specific people, or you can share them with the world using a private URL.

Important Note

Templates for Spaces, Folders and Lists will always include tasks in those locations. If you'd prefer just templating a view instead of tasks, use view templates instead.

More Templates

Status

  • Re-use status workflows in Folders and Spaces throughout your Workspace

Checklist

Views

Did this answer your question?