After finding a template in the Template Center, perfect it!
Most of the original template's settings are included in Space, Folder, List, and checklist templates. When you create, update, or apply a template choose only the settings you want.
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.
Customize your template
Creating and applying templates is a bit different than updating. When updating an existing template, customizing the included items will overwrite the template.
You can choose to keep as little or as much of the template as you want by selecting Import everything or Customize import items.
If you select Customize import items, check or uncheck the items you would like to import.
When you create, update, or apply a template, all options, project dates, and archived tasks are included in the duplicate by default.
You can keep the start and end dates of the projects in your tasks or you can remap all of them.
If you remap your dates, you can make sure the dates don't fall on the weekend.
Import tasks as open
You can import the tasks that are in the template but change them all to Open status again, rather than Closed.
Include archived tasks
If you'd like to include archived tasks, you can keep them archived. If your team will need to use the tasks again, choose to keep them unarchived in the new location.
Want to learn more?
Learn how to apply and create templates for Spaces, Folders, and Lists.
Add preview images to your templates.
Take the Maximize Productivity course from ClickUp University.