How to Use Whiteboard Templates in ClickUp

Whiteboard templates in ClickUp help you quickly reuse your favorite visual layouts, so your team can brainstorm, plan, and collaborate faster without rebuilding boards from scratch.

This step-by-step guide walks you through creating, saving, and using Whiteboard templates, using only the options available in the Whiteboard view.

What Are Whiteboard Templates in ClickUp?

Whiteboard templates are reusable layouts that capture shapes, connectors, notes, and other items on a Whiteboard. Instead of starting from a blank canvas every time, you can save a proven setup and load it whenever you need.

Typical ways to use these templates include:

• Standardizing recurring workshops and retrospectives.
• Reusing diagram structures for product or process planning.
• Keeping a consistent format for stakeholder mapping or roadmaps.

Accessing Whiteboard Templates in ClickUp

You can create and use templates only from inside a Whiteboard view. Make sure you are working in a Whiteboard at the Space, Folder, List, or task level before following the steps below.

1. Open the relevant Space, Folder, List, or task.
2. Switch to the Whiteboard view or create a new Whiteboard.
3. Confirm that the Whiteboard canvas is open and editable.

How to Create a Whiteboard Template in ClickUp

Once you have a Whiteboard layout you want to reuse, you can save it as a template. This preserves the entire canvas, including shapes, text, and connections.

Step-by-step: Save your current Whiteboard as a template

1. Open the Whiteboard that contains the layout you want to save.
2. In the top-right corner of the Whiteboard toolbar, locate the Templates icon or menu.
3. Click the option to Save as template or a similarly named action available in your interface.
4. Enter a clear, descriptive template name so teammates know when to use it. For example: “Sprint Planning Whiteboard” or “Feature Mapping Board”.
5. Add an optional description to explain the purpose and recommended use of the template.
6. Choose the appropriate sharing or workspace visibility settings, if available.
7. Confirm to save. Your layout is now stored and ready to be reused.

After saving, the new item appears in your Whiteboard templates list so you can apply it on other boards.

How to Apply Whiteboard Templates in ClickUp

When you want to use an existing layout, you can quickly apply a template to a new or existing Whiteboard.

Step-by-step: Use a Whiteboard template

1. Open the Space, Folder, List, or task where you need the board.
2. Create or open a Whiteboard view.
3. Click the Templates icon or menu on the Whiteboard toolbar.
4. Browse or search for the template you saved earlier.
5. Select the template you want to apply.
6. Confirm to insert it on the canvas. The saved shapes, notes, and connections will appear on the Whiteboard.

You can now customize this new instance freely without changing the original template.

Managing Whiteboard Templates in ClickUp

Keeping your template library organized makes it easier for everyone in your workspace to find the right layout quickly.

Rename or update an existing template

1. Open a Whiteboard and access the Templates panel.
2. Locate the template you want to adjust.
3. Use the available options to rename or edit its description so the purpose is immediately clear.
4. To update the design, open a Whiteboard, modify the layout, and save it again as a new template version as needed.

Remove templates you no longer use

1. From the Whiteboard Templates panel, find the outdated template.
2. Use the delete or remove option, if available in your workspace.
3. Confirm the deletion so it no longer appears in the templates list.

Regularly cleaning up templates avoids confusion and encourages teams to use the most current diagrams.

Best Practices for Whiteboard Templates in ClickUp

To get the most value from these visual layouts, combine good naming, clear instructions, and consistent formatting.

• Use descriptive names: Include the use case and team, such as “Marketing Funnel Workshop” or “Design Review Flow”.
• Add guidance on the canvas: Include short text notes that explain how to move through the board during a meeting.
• Standardize shapes and colors: Use consistent color schemes and icon styles to make new boards easy to understand.
• Test before sharing: Run through a dry session to confirm the template supports your real workflow.

Where to Learn More About ClickUp Whiteboards

For detailed, official product documentation about Whiteboard templates and the latest interface options, visit the original help article from ClickUp at this support page.

If you want strategic help implementing structured workflows, information architecture, or AI-ready documentation around your workspace, you can also explore expert consulting resources like Consultevo.

Summary: Faster Collaboration with Whiteboard Templates in ClickUp

By creating and reusing Whiteboard templates, your team can launch meetings, planning sessions, and diagrams in seconds instead of rebuilding layouts every time. Start with one frequently used board, save it as a template, and gradually build a small library tailored to the way your organization works.

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