Once you've grown acquainted with checklists, it's time to knock out tasks on a more efficient level.

Manage your processes with templates to quick-create and re-use checklists in ClickUp.

Can I see Checklist Templates from my whole team?

Yep! Well, that is if you have access to the Space where that checklist came from.

You'll be able to see and search for checklist templates from all Spaces (even Archived Spaces) within your entire Team, assuming you have access to those Spaces. 

What happens if I archive a Space that has one of my Checklist Templates?
Nothing! The checklist template will be still be available for you to use. 

Creating new checklists from templates

  1. Click Add from the To Do section of any task
  2. Click Checklist to reveal your options
  3. Click From Template to open the selection window as seen below:

How to add a new template

  1. Create a new checklist (or find an old one!)
  2. Click the ellipses icon beside the checklist title
  3. Click Save as Template
  4. Select a template to overwrite or type in a new one!
  5. Click Save Template

Examples

Blog post distribution process

Web page creation

New feature release

Be sure to check out our template options for Spaces, Projects, Lists, and tasks!

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