Use color-coded tags to quickly organize your templates. Add a tag after creating the perfect template for a Space, Folder, List, task, Doc, view, or checklist.
You can add or edit tags in the Template Center at any time.
What you'll need
Templates are available on every ClickUp Plan.
Anyone, including guests, can use templates.
Note: Guests only have access to templates for Docs, tasks, and views.
Add template tags
From the Sidebar, click the ellipsis ... next to a Space, Folder, or List.
Select Template Center, then Browse Templates.
Tip: You can also access the Template Center from a task, subtask, Doc, view, or checklist. Choices for these locations vary.
From the Template Center, click a template to open it.
Click the tags icon to expand the dropdown menu of all the tags in your Workspace.
From the dropdown menu, select one or more tags.
Tip: Click the ellipses ... to the right of a tag to delete, rename, or change the tag color!
Want to learn more?
Learn more about editing tags!
Take the Maximize Productivity course from ClickUp University.