Re-use Lists anywhere in your Workspace to quickly set up new projects for your team!

Find and Use a List Template

  1. Select the + button from the sidebar next to the Space or Folder you wish to add a List to

  2. Or click on the List settings ellipsis for an existing List you want to apply a template to

  3. Select Template Center and then Browse Templates

    Screenshot of the Create new List button in the sidebar, highlighting the Template Center

  4. Search for a template from your Workspace or from the template available from our community!

  5. Filter by template type to just see List templates

  6. Select a List template to see more detail

  7. Select Use Template

  8. Add a List name, location, import options, and more

  9. Select Use Template

You'll see a message that your List has been created, and it will appear in the sidebar! 🎉

Create a List Template

  1. Create a List and add tasks, views, and Automations that you would like to save as a template

  2. Click the List settings ellipsis ... in the sidebar

  3. Select Template Center

  4. Select Save as Template

  5. Choose a name, add a description (optional), and select sharing settings

  6. Select your Import options

    Screenshot of the Save as new Template page

Update a List Template

  1. Create a new List using an existing template

  2. Make any changes and updates to the tasks, views, and Automations

  3. Click the List settings ellipsis ... in the sidebar

  4. Select Template Center

  5. Select Update existing Template

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

    Screenshot of the Update existing Template page

  7. Click Next

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

  9. Select your Import options

  10. Click Save

Delete a List Template

Need to tidy up your List 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

Want to learn more?

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

  • Save time for repeatable and routine processes using task templates

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