How to Use ClickUp Templates Effectively

ClickUp templates let you save and reuse your best work so you can build consistent workflows, speed up setup, and keep your team aligned across every Space, Folder, List, task, and Doc.

What Are ClickUp Templates?

Templates are reusable configurations that store structure and settings you want to apply again. In ClickUp, templates can include layouts, fields, and content for different parts of your Workspace.

You can create templates from many items, including:

• Spaces, Folders, and Lists
• Tasks and subtasks
• Views (like Board, List, Calendar, and more)
• Docs and Whiteboards
• Custom Fields and settings

Once saved, these templates help you roll out the same setup for recurring processes, projects, or documentation.

Main Types of ClickUp Templates

There are two primary categories of templates inside ClickUp.

Workspace Templates

Workspace templates are always available inside your Workspace and can be applied wherever they are supported. They are not limited to a single location.

You can create Workspace templates from items like:

• Spaces, Folders, and Lists
• Views
• Tasks and subtasks
• Docs and Whiteboards

These templates are ideal when you want a standard structure that can be reused across multiple teams or projects.

Location Templates

Location templates are saved in a specific Space, Folder, or List. They live only in that location and can be reused there, but not across your entire ClickUp Workspace.

Location templates work well when a particular team or department needs local patterns that do not affect others.

Where You Can Use ClickUp Templates

Many different items can be turned into templates. The exact options you see may vary based on your plan and permissions.

• Spaces: Save entire Spaces with statuses, views, and basic structure.
• Folders: Capture groups of Lists and their configuration.
• Lists: Reuse statuses, views, and task-level settings.
• Tasks: Save task descriptions, checklists, Custom Fields, and more.
• Views: Reuse filters, sorting, grouping, and other view settings.
• Docs and Whiteboards: Turn formatted content or diagrams into reusable templates.

How to Create a ClickUp Template

The exact steps differ slightly depending on what you are saving, but the overall flow in ClickUp is similar.

General Steps to Save a Template

1. Open the item you want to turn into a template, such as a Space, Folder, List, task, or Doc.
2. Configure it exactly how you want it reused. Add fields, views, statuses, content, or other settings.
3. Open the settings menu. Look for the three-dot or settings menu on that item.
4. Select the template option. Choose the option to Save as Template or similar wording, depending on the item type.
5. Name your template. Use a clear, descriptive title so others in ClickUp know when to use it.
6. Choose sharing or location options. Decide whether it will be a Workspace template or location-specific, if prompted.
7. Save your template. Confirm to store it so it can be applied again later.

After saving, the template will be available from the template picker for that type of item.

How to Apply a ClickUp Template

Once you have a saved template, you can apply it whenever you create or update items.

Applying Templates When Creating Items

1. Create a new item. Start a new Space, Folder, List, task, or Doc.
2. Open the template menu. In the creation dialog or settings, look for a Templates or Use template option.
3. Choose your template. Select from Workspace templates or location templates available in ClickUp.
4. Confirm and apply. The new item will adopt the structure, fields, and content from the chosen template.

Applying Templates to Existing Items

1. Open the existing item you want to update.
2. Use the settings menu to find the template option.
3. Select the template you want to apply.
4. Choose whether to merge or overwrite settings, if ClickUp gives you that choice for the item type.
5. Confirm to update the existing item with the template configuration.

Managing ClickUp Templates

Over time, you may want to update, organize, or remove templates to keep your Workspace clean.

Editing and Updating Templates in ClickUp

To refresh a template with improved processes or content, follow these steps:

1. Create or open an item that reflects the new structure you want.
2. Adjust fields, statuses, or content to match your new standards.
3. Save it as a new template or overwrite an existing one, depending on the options ClickUp presents for that item type.

Be sure to communicate to your team which templates are current so they use the right versions.

Deleting or Cleaning Up Templates

If a template is outdated or no longer needed, you can remove it to avoid confusion.

1. Open the template picker for the relevant item type in ClickUp.
2. Locate the template you want to delete.
3. Use the manage or delete option provided in the picker.
4. Confirm the deletion so it no longer appears for reuse.

Best Practices for ClickUp Template Usage

To get the most value from templates, use these simple guidelines.

• Use clear naming conventions. Include team, use case, and version if needed.
• Document how to use templates. Add instructions in a Doc template or task description.
• Review templates regularly. Update them as your processes improve.
• Limit who can change key templates. Use permissions and roles where available.

Additional Resources for ClickUp Templates

For the full, official breakdown of template features, supported item types, and plan-specific options, see the original help article here: Intro to templates in ClickUp.

If you need strategic guidance on structuring your Workspace and rolling out standardized processes, you can also explore consulting resources at Consultevo.

By turning your best workflows into ClickUp templates and keeping them organized, you ensure every new project starts from a reliable foundation instead of from scratch.