Built a wiki you love? Do your Docs contain content to use again and again? Now, you're able to save Docs as templates! Load project outlines, meeting notes, syllabi, and more to start drafting right away.
Check out this article to learn all about templates in ClickUp.
How to Create a New Doc Template
- Create a Doc
- Navigate to the
...menu at the top right of the Doc - Select
Template Center>Save as Template - Give your template a name
- Choose your sharing options
- Click
Save
Note: Doc templates save the entire Doc, allowing you to save multi-page templates!
For each template you create, you'll be able to share it with:
- Only me
- All members of my Workspace
- Admins of my Workspace only
- Select people I share the link with
- Publicly through a URL
Loading a Template
- Create a Doc
- Navigate to the
...menu at the top right of the doc - Select
Template Center>Load a Template - Search for the template you wish to apply to preview
- Select
Use Template - Enter Doc name
- Select
Use TemplateOR use clickQuick Usewhen you hover over the Doc template for fast implementation!
Updating & Overwriting a Template
To update or overwrite a Doc template:
- Create or open an existing Doc with the template
- Select settings
...from the top right - Select
Template Center - Select
Update an existing template - Choose an existing template
- Select
Next - Select sharing settings and details (make sure the name is the same if you are updating or overwriting)
- Click
Save
How to Create a New Page Template
- Navigate to the
...menu for a page within your Doc - Select
Template>Save as Template - Give your template a name
- Choose your sharing options
- Click
Save
How to Apply a Page Template
- Open your Doc
- Navigate to the
...menu for any page - Select
Template>Browse Templates - Search and find your Page Template
- Select
Use Templateand it will append at the end of the Doc