Read more about choosing a pre-made ClickUp Folder template.
List Templates
How to save List templates
- Locate the List you would like to save as a template
- Click the List's ellipses
...
in the left sidebar - Select
Template Center
- Select
Save as Template
This reveals granular options for your new List template:
- Pick a name for your new template
- Add a description and any tags to organize your templates
- Choose who you'd like to share it with
- You can choose
Import everything
or pickCustomize included items
to decide what you want to carry over into your saved template
How to load List templates
- Click the ellipses
...
for a Folder in the sidebar - Select
Template Center
- Select
Browse Templates
- Select a List template to open Template Details
- Select
Use Template
- Customize what you want to include or exclude from your template
- Select
Use Template
- 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:
- Locate the Folder you would like to save as a template
- Click the Folder's ellipses
...
in the sidebar - Select
Template Center
- Select
Save as Template
- Choose a name, add a description (optional), and select sharing settings
- Select your Import options
How to load Folder templates
- Click the
+
sign above your Folders in the sidebar - Select
New Folder
to select an existing Folder template - Select
Templates
from the top tab - Choose your Folder template from the Template Center
- Select
Use Template
- Enter your Folder name, location, and Import Settings
Read more about choosing a pre-made ClickUp Folder template.
Space Templates
How to save Spaces as templates
- In the Spaces bar, click the ellipses
...
next to the Space you would like to save as a template - Select
Template Center
- Select
Save as Template
How to load Space templates
- Click
+ Add Space
at the bottom of your Spaces bar - Select the
Templates
tab from the popup that appears - Select a Space template from the Template Center
- Preview the details of the Space and then select
Use Template
- Select your Space name, Import options, and then select
Use Template
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
- Navigate to the
Template Center
from your sidebar menu or new Task creation windowSave as Template
- just like you would to create a template! - Select the template you wish to delete
- In the template preview, select
Delete Template
How to edit templates
- Navigate to any existing template by accessing the Template center from your sidebar or the
...
Settings from a Task - Make any edits you want to save for your template
- Select
Template Center
andSave as Template
- Select
Update an existing template
from the bottom right - Find the name of the template you want to update and select
Next
- Update the template name (or overwrite an existing one), Sharing settings, and Import options
- Select
Save
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.
Private Items
If you have private items that you want to stay private, you'll want to select the legacy sharing option when you share your template.
- Only owners of the template can adjust this Legacy option
Sharing settings of the template
You can access template sharing settings by selecting any template from the Template Center.
- Navigate to the template from the Template Center (from your sidebar or Task settings)
- Select
Use Template
- Set the Sharing settings
You can also access Sharing settings by selecting the Share button from the top-right corner when previewing any template in your Template Center.
Share with Community
Have a great template you think other ClickUp users will benefit from?
You can share it to be included in our Community Templates by submitting yours from the Sharing menu!
After you select Submit for review, you will then complete a number of fields so our team can review as quickly as possible!
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
- Re-use checklists in tasks throughout your Workspace as well
Views
- Preserve the views of your favorite tasks so you can re-use them in other Spaces, Folders and Lists.