Do you have an awesome template you want to share with the world? Now, you can share templates with anyone inside or outside your Workspace.
Templates can be kept private, shared with your team, specific people or Teams, or you can share them with the world using a private URL.
Check out this article to learn how to create a template.
How to Share a Template
...settings from a List, Folder, or Space from the sidebar
4. Select the template you want to share
5. Select the
Share button from the top right
When you save a template, choose from the following share options:
Everyone (including guests)
Select people and Teams
You also have the option to toggle on public sharing so anyone outside your Workspace can access the template.
Once you hit save, you'll be redirected to the template center where you can grab a link to your public template (if set) or update permissions (if needed).
Share with community
Build a template that you think would be helpful for others?
Submit for review, fill out the required fields, and our team will review for a chance to be included in our Community Templates! We'll also credit you if you'd like!
You can access the Template Center by selecting the
Browse Templates from the Template Center selection link in settings of your List, Folder, or Space (learn more here).
Once in the Template Center, you can create, edit, preview, and share templates.
Sharing a Template via URL
Make a copy of any item in your Workspace and easily share it with colleagues or friends! You can also use this process to transfer items between your own Workspaces!
Do this all by sharing a template!
Note: For assignees and @ mentions to be retained in the template, those users must be included in the destination Workspace.
After creating a template following the steps above, copy the public link for the template.
The person who wants to receive and open the template should be signed into their ClickUp account on a web browser and in a new tab, paste that template link.
Then you'll see a screen that prompts you to:
Select the Workspace where you want to add the template
Give the item a name
Decide where in your hierarchy the item will be placed
Choose the option to save the item as a template in the destination Workspace
Select 'Use template' and let the magic happen!
Once the item has been generated, this is now completely independent and any changes made will remain only in this Workspace.