Templates

Templates are an incredibly powerful way to save so much time! Do you have routine projects, processes, or tasks that fit the same general mould each time?

It's easy to create, find, use, and update templates throughout ClickUp using our Template Center.

Spend less time setting up your Workspace by using templates powered by ClickUp.

Create, use, and customize your own templates for your Workspace.

Using the Template Center

Access the Template Center from a few convenient places in ClickUp!

Spaces, Folders, Lists, and tasks

• Access the Template Center menu when you create a new Space, Folder, List, or Task

• Or when you edit a Space, Folder, List, or task using each item's settings menu

Docs

Access the Template Center from the Doc settings menu in the top right OR from the page setting ellipsis in the left sidebar!

Views

Access the Template Center from the view settings menu

ClickUp Templates

We currently provide a huge selection of templates powered by ClickUp.

Access our library of public templates right within your Workspace:

1. Open the Template Center

2. Select Community on the left sidebar

3. Select the Template types and levels you want to use

4. Search and browse for the template you want to use

Note: Guests only have access to templates for Tasks, Docs, and Views.

You can also take a copy of a ClickUp template, add it to your Workspace templates and make it your own.

1. Open the Template Center

2. Select Community on the left sidebar

3. Select the Template types and levels you want to use

4. Search and browse for the template you want to use

5. Open the template and click Add to library

A copy of the ClickUp template will be available under your Workspace templates for you to customize and use.

1. Open the Template Center

2. Select your Workspace on the left sidebar

3. Search and Filter for your copy of the ClickUp template

4. Use and update your copy of the template as needed

Share your templates with the ClickUp Community

Want to share a template you made with the world? 🌎

1. Open the Template Center

2. Find the template you want to share with everyone

3. Click on Share and Submit for review

4. Answer a few quick questions to help our team review your template

Your Workspace Templates (DIY)

You can create and use a template for the following items in your Workspace through the Template Center:

1. Spaces

2. Folders

3. Lists

4. Tasks

5. Docs

6. Views

You can also create templates for:

1. Statuses and

2. Checklists

Status and Checklist templates aren't available through the Template Center. You'll find them directly on tasks when adding checklists, or when updating the Statuses for your List, Folder, or Space.

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

Import Options

When you create, update, or use a Space, Folder, or List template, you'll have the option to import everything or customize included items.

Note: When updating an existing template, customizing the included items will overwrite the template.

Browse Templates

1. Open the Template Center

2. Select your Workspace on the left sidebar

3. Select the Template types and levels you want to use

4. Search and browse for the template you want to use

Find and Use a Template

1. Create a new Space, Folder, List, task, Doc, or view

2. Open the Template Center

3. Choose to quick use to instantly apply a template

4. Click on the template and select Use to customize how to apply the template

Create a New Template

1. Add a new Space, Folder, List, task, Doc, or view

2. Edit the settings and preference until they are perfect ✨

3. Open the Template Center

4. Select Save as Template

5. Fill out the page to save your template and make it available!

Edit Templates

1. First, create a new Folder, List, task, Doc, or view using the original template

2. Make any edits you want to save for your template

3. Select Template Center and Save as Template

4. Select Update an existing template from the bottom right

5. Find the name of the template you want to update and select Next

6. Update the template name (or overwrite an existing one), Sharing settings, and Import options

7. Select Save

Delete a Template

Need to tidy up your templates? Consider deleting ones you no longer need.

Be careful! Once you delete a template, it's gone forever and can never be recovered.

1. Open the Template center

2. Select the template you wish to delete

3. In the template preview, select Delete Template

Share a Template

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

1. Open the Template Center

2. Search for and choose the template you want to share

3. Click on Share on the top right

You can also set the sharing settings when you are using a template:

1. Open the Template Center

2. Search for and choose the template you want to share

3. Click on Use Template

4. Set your Sharing preferences

FAQ

Using preview images to make your Templates stand out?

• Image size will vary depending on screen size

• The most common size will be 420px x 250px (w x h)

Start using templates throughout ClickUp

• Space templates are a powerful way to give your teams, departments, and large projects a head start!

• Browse our powerful collection of prebuilt Folder templates created by ClickUp! Or create and use templates for your team that live within your Workspace.

• Build out a whole project with just a few clicks using List templates so your team can start working projects even faster!

• Use, create, or update existing task templates right on a task, using the quick create + task button, or using our handy /temp /Slash Command!

• Create and apply Doc and page templates to re-use content, apply consistent formatting, and start drafting even faster!

• Preserve the views of your favorite tasks so you can re-use them in other Spaces, Folders and Lists.

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

• Re-use checklists in tasks throughout your Workspace as well