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.

Find and Use a Doc Template

  1. Create a new Doc

  2. Click on the Doc settings ellipsis at the top right of the Doc

  3. Or click on the Doc settings ellipsis from Docs Home

  4. Select Template Center and then Browse Templates

    Screenshot of the top right corner of a Doc, highlighting the ellipsis menu and Browse Templates option

  5. Search for a template from your Workspace or from the templates powered by ClickUp!

  6. Click on Quick Use to immediately append the template to your Doc

  7. Or select a Doc template to see more detail

  8. Select Use Template

Using /Slash Commands

Save extra clicks by using the template /Slash Command /temp to apply a doc template:

  1. View recently used doc templates (use the up and down arrows to pick one!)

  2. Click Browse to search the Template Center for other doc templates

  3. Type in the name of a doc template to search for it

  4. Press enter to append the doc template to your doc

Create a Doc Template

Doc templates save the entire Doc allowing you to save multiple pages in a template!

  1. Create a new Doc

  2. Click on the Doc settings ellipsis at the top right of the Doc

  3. Or click on the Doc settings ellipsis from Docs Home

  4. Select Template Center and then Save as a Template

  5. Enter your new Template name or overwrite an existing one by selecting Update an existing template

  6. Select your sharing options

  7. Click Save

Screenshot of the Save as new Template page

Update a Doc Template

  1. Create a brand new Doc using an existing template

  2. Make any changes and updates to the Doc

  3. Click on the Doc settings ellipsis

  4. Select Template Center and then Update existing template

  5. Search for and choose the existing template you wish to update

    Screenshot of the Update existing Template page

  6. Click Next

  7. Optional: rename and update the sharing preferences for your template

  8. Select your Sharing options

  9. Click Save

Delete a Doc Template

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

Be careful! Once you delete a template, it's gone forever.

  1. Open the Template center

  2. Select the template you wish to delete

  3. In the template preview, select Delete Template

Screenshot of a template, highlighting the Delete template button

Page Templates

Create individual Page Templates to apply a consistent format to pages in various Docs.

They work exactly the same way as Doc templates, simply click on the Page Settings ellipsis and access the Template Center to work with Page templates.

Screenshot of the Docs sidebar, highlighting the Page settings ellipsis and Template Center options


Check out the other templates you can create and use in ClickUp

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