How to Use ClickUp Templates Effectively
ClickUp templates let you quickly set up consistent workspaces so your team can skip repetitive setup and focus on getting work done. This guide explains how to create, apply, and manage templates step by step, based on the official ClickUp Templates help section.
Templates are available on almost every level, including Workspaces, Spaces, Folders, Lists, tasks, views, Docs, forms, and more. Understanding how they work will help you standardize workflows, save time, and keep your account organized.
What Are ClickUp Templates?
Templates in ClickUp are reusable configurations that store your preferred structure and settings. Instead of rebuilding the same setup every time, you can apply a template and instantly load fields, layouts, and content.
Depending on the location, a template can include:
- Hierarchy structure like Folders and Lists
- Tasks, subtasks, checklists, and descriptions
- Custom Fields and statuses
- Views, filters, and sorting
- Docs, form layouts, and whiteboards
The official ClickUp Templates help section documents all available template types in detail.
Key Types of ClickUp Templates
You can use ClickUp templates at multiple levels. Here are the most common categories you will see in your Workspace.
Workspace and Hierarchy ClickUp Templates
Hierarchy templates help you standardize how work is organized from the top down. You can save and apply templates for:
- Spaces with standard views, Custom Fields, and statuses
- Folders that group Lists for projects or clients
- Lists that store recurring project structures
These templates are ideal when you manage similar projects, departments, or client accounts and want a consistent layout each time you start something new.
Task-Level ClickUp Templates
Task templates are among the most frequently used ClickUp templates. They are perfect for anything you do repeatedly, such as onboarding, content production, or service delivery.
A task template can store elements like:
- Task name and description
- Subtasks and checklists
- Custom Fields and priorities
- Attachments and assigned comments
You can apply a task template when creating a new task or convert an existing task into a template for future use.
View and Layout ClickUp Templates
Views let you see work in different ways. ClickUp templates for views allow you to save:
- Filters and sorting rules
- Columns and visible fields
- Grouping and swimlanes
- Charts and dashboards where applicable
These templates help your team maintain consistent reporting and task views across multiple Spaces and Lists.
Document and Form ClickUp Templates
Docs and forms are also supported by ClickUp templates, allowing you to standardize structured content and data collection.
- Doc templates store headings, text, and layout for reusable content like meeting notes or procedures.
- Form templates store questions, field settings, and layout for repeatable intake workflows.
How to Create a ClickUp Template
The exact steps can vary depending on whether you are saving a Space, List, task, view, Doc, or form. However, the core process is similar across ClickUp templates.
- Set up the item
First, configure the Space, Folder, List, task, view, Doc, or form exactly how you want it to look and function. Add fields, views, statuses, content, and any other elements you want to reuse.
- Open the template menu
Look for the template option in the item’s menu. For example, tasks have a template icon or a menu item such as “Save as Template.” Views, Docs, and other locations also include template controls in their settings menus.
- Save as a template
Choose the save option, then name your template and add a description. This makes it easy for others to find and use the ClickUp template later.
- Select what to include
Some template types let you choose which details to store, such as assignees, dates, attachments, or comments. Select only the data you want reused in future instances.
- Set sharing permissions
When prompted, decide whether the template should be private or available to your Workspace or specific teams. Proper sharing ensures the right people can access your ClickUp templates.
How to Apply a ClickUp Template
Applying ClickUp templates is straightforward once they are saved. The location again determines the exact steps, but the pattern is consistent.
- Create or open the item
Start a new Space, Folder, List, task, view, Doc, or form, or open an existing one you want to transform.
- Open template selection
Use the template icon or menu option to browse saved templates. You will typically see tabs for personal, Workspace, and built-in templates.
- Choose a template
Select the desired ClickUp template and preview its details if available.
- Confirm import options
When applying templates, you may be able to choose which parts to import, such as tasks, dates, or attachments. Adjust these options to fit your scenario.
- Apply and review
Apply the template and review the result. Make any final tweaks to adapt it to your specific case.
Managing and Updating ClickUp Templates
Regular maintenance keeps your ClickUp templates useful and accurate as your processes evolve.
Rename or Edit ClickUp Templates
From the template management area for each item type, you can:
- Rename templates for clarity
- Update descriptions with usage notes
- Adjust sharing permissions as teams change
Some template categories allow you to update the stored configuration by resaving from an improved version of the item.
Delete or Archive ClickUp Templates
To prevent clutter and confusion, review your list of ClickUp templates periodically and remove ones that are outdated or unused. Many interfaces allow you to delete templates directly from the selection modal or a dedicated management pane.
Best Practices for ClickUp Templates
Following a few guidelines will help your team get the most from templates in ClickUp while keeping things easy to manage.
- Use clear, descriptive names
Include the team, process, and purpose in the template name so people can quickly choose the right one.
- Add helpful descriptions
Explain when and how to use the template, including any prerequisites or limitations.
- Separate internal and client-facing templates
Use different ClickUp templates for internal workflows and external deliverables to avoid confusion.
- Review templates regularly
Schedule periodic reviews to align templates with your current processes and account structure.
Where to Learn More About ClickUp Templates
For in-depth details, supported levels, and feature availability, consult the official ClickUp Templates documentation. It lists all specific template types and explains how they behave across the platform.
If you need implementation help or strategic advice on structuring templates and workflows, you can also explore professional consulting resources such as Consultevo, which focuses on optimizing work management systems.
By using ClickUp templates thoughtfully, you can create a consistent, scalable system that saves time, reduces setup errors, and keeps your Workspace aligned with your processes.
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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