Save tasks, Docs, and views as templates to efficiently apply an established format to new Workspace items.

What you'll need

Create a template

To create a template:

  1. Open the Workspace item you'd like to use as the template.

  2. Click the ellipsis ... to open the settings menu.

  3. Select Template Center.

  4. Click Save as Template.

  5. From the Save as new Template modal, type a template name to create a new template.

  6. Optional: Add a description, tags, and select sharing options.

  7. Click Save.

Learn more about template types for different types of items in ClickUp:

Templates overview

Check out the templates overview to learn about finding your templates, using your templates, or sharing your templates with the ClickUp community.


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