Pin Task Templates in ClickUp List View

In ClickUp, you can pin Task templates directly in List view so your team can quickly create consistent tasks without rebuilding the same structure every time.

This guide explains how to pin, use, and unpin Task templates in List view, so you can standardize workflows and speed up task creation.

What are pinned Task templates in ClickUp?

Pinned Task templates in ClickUp are saved task setups that you keep easily accessible in a List. Once pinned, they appear in a dedicated section of the task creation menu, so anyone with access to the List can reuse them.

Each pinned template can include:

• Task name and description
• Custom Fields
• Assignees and watchers
• Due dates or date ranges
• Subtasks and checklists
• Dependencies and relationships

Pinning templates in List view is ideal when your team frequently creates similar tasks for recurring processes, sprints, content production, or client work.

Requirements for using pinned Task templates in ClickUp

Before you can pin Task templates in ClickUp List view, make sure your Workspace meets these conditions.

Plan and access requirements in ClickUp

• Pinning Task templates is available on all ClickUp plans.
• You must have permission to create tasks in the List where you want to use pinned templates.
• You also need access to the Task templates you plan to pin.

If you are managing a workspace implementation, you can review broader ClickUp configuration and rollout guidance via consulting resources such as Consultevo.

How to pin Task templates in ClickUp List view

You can pin any existing Task template from within List view. Follow these steps in a List where you want quick access to your templates.

Step 1: Open the correct List in ClickUp

1. From the sidebar, navigate to the Space and Folder that contain your List.
2. Click the List name to open it in List view.

Make sure you are in the List where you want teammates to create tasks from pinned templates.

Step 2: Open the Task template menu

1. In the top-right corner of the List, locate the + Task or task creation area.
2. Click the option to create a task, then choose the templates section to open Task templates available in this location.

This displays a menu of recent, saved, and suggested templates you can use.

Step 3: Pin a Task template in ClickUp

1. In the Task template menu, find the template you want to keep handy in this List.
2. Hover over the template name to reveal additional options.
3. Click the pin icon next to the template.

After pinning, the template moves into a dedicated pinned section in the Task template menu for this List.

Use pinned Task templates in ClickUp List view

Once you have pinned templates, creating new tasks from them takes only a few clicks.

Step 1: Start creating a task

1. Open the List where your template is pinned.
2. Click + Task in the top-right corner of the List view.

This opens the standard new task creation panel.

Step 2: Select a pinned Task template

1. In the task creation panel, open the Task template menu.
2. Go to the Pinned section to see all templates pinned for this List.
3. Click the pinned template you want to use.

ClickUp applies all fields and settings stored in that template to the new task instantly.

Step 3: Adjust details and save

1. Update the task name, dates, and assignees if needed.
2. Adjust Custom Fields or subtasks that are specific to this instance.
3. Click Create or Save to add the task to the List.

The task is now created with the structure provided by your pinned template, which helps maintain consistency across the List.

Manage pinned Task templates in ClickUp

You can change which templates are pinned to keep your List streamlined and relevant to current processes.

Unpin Task templates in ClickUp

1. Open the List where the template is currently pinned.
2. Click + Task to open the task creation panel.
3. Open the Task template menu and go to the Pinned section.
4. Hover over the pinned template you want to remove.
5. Click the pin icon again to unpin it.

The template is removed from the pinned section but remains available in your overall Task templates library.

Reorder pinned Task templates in ClickUp

Depending on interface updates, you may be able to adjust the order of pinned templates so the most important ones display first.

1. Open the pinned templates section in the Task template menu.
2. Drag and drop available templates if the interface supports reordering.
3. Place the most frequently used templates at the top.

This keeps your List focused on the templates that matter most to your workflow.

Best practices for using pinned Task templates in ClickUp

To get the most value from pinned Task templates in ClickUp List view, use the following recommendations.

Keep template names clear

• Use descriptive names that reflect the workflow or use case.
• Include key details such as team, process stage, or client where relevant.
• Avoid abbreviations that new teammates may not understand.

Limit the number of pinned templates

• Only pin templates that are used frequently in the List.
• Review pinned templates regularly and unpin those that are no longer needed.
• Use broader templates for common workflows instead of many highly specific ones.

Standardize templates across ClickUp Lists

• Choose a small set of core Task templates to reuse across multiple Lists.
• Ensure each template includes consistent Custom Fields and structure.
• Align naming conventions and structure with your overall ClickUp workspace standards.

Learn more about Task templates in ClickUp

To go deeper into Task templates, including creation, editing, and advanced options, review the official product documentation from ClickUp.

You can find the original help article used as the basis for this how-to guide here: Pin Task templates in List view.

As ClickUp continues to ship new features, interface labels and exact steps may evolve. Always reference the latest version of the official guide if something in your workspace looks different.

Summary: Why pin Task templates in ClickUp List view

Pinning Task templates in ClickUp List view makes it faster and easier for your team to create consistent, fully structured tasks. By keeping the most important templates one click away, you reduce setup time, minimize errors, and ensure that every task follows the same standard process.

Use the steps in this article to pin, use, and manage templates so your Lists stay organized and aligned with your team’s workflows.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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