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 Templates > Save as Template
- Give your template a name
- Choose your sharing options
- 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 blank doc or use an exiting doc
- Navigate to the
...menu at the top right of the doc - Select Templates > Load a Template
- Search for the template you wish to apply
Updating & Overwriting a Template
To overwrite a template, update the original template or load a new template and update the content there.
Once you've made the necessary changes, use the same steps to create a template (shown above). When prompted to give the template a name, enter the same name to search and overwrite the exiting template!