Save Templates in ClickUp

ClickUp lets you save tasks, views, and other items as templates in your library so you can quickly reuse consistent setups across your workspace.

This guide explains how to add new templates, update existing ones, and manage your template library efficiently.

What is the ClickUp template library?

The template library in ClickUp is a central place where you store reusable configurations such as tasks, Docs, views, Spaces, Folders, and Lists.

Once saved in the library, these templates can be applied again and again, helping your team maintain consistent processes and save time on setup.

• Standardize workflows across teams.
• Launch projects faster with prebuilt structures.
• Reduce setup errors and manual configuration.

Types of ClickUp templates you can save

You can add many kinds of items to your library. While the exact options depend on your plan and workspace configuration, common template types include:

• Spaces, Folders, and Lists
• Tasks and subtasks
• Views (such as List, Board, or Calendar)
• Docs and checklists

Each template type follows a similar save process inside ClickUp, usually starting from the item’s settings or more options menu.

How to add a new template to your ClickUp library

The exact steps can vary slightly by item type, but the general flow for adding a template to your library in ClickUp is:

1. Open the item you want to turn into a template (for example, a task or List).

2. Open the options menu for that item. This is typically a three-dot or settings icon.

3. Select the option labeled Save as Template or similar.

4. In the template window, enter a name that clearly identifies how the template should be used.

5. Add an optional description to explain when and how team members should apply it.

6. Choose the sharing or visibility options so the right people in your ClickUp workspace can access it.

7. Click Save to store the template in your library.

After saving, the new template becomes available from the template picker any time you create or configure a matching item type.

Template settings and options in ClickUp

When you add something to your library, ClickUp provides additional options so you can fine-tune how the template behaves.

Choose what to include in a ClickUp template

Depending on the item, you can usually decide which elements are copied into the template. Common options include:

• Custom fields
• Assignees and watchers
• Tags and priorities
• Due dates and start dates
• Subtasks and checklists
• Attachments or Docs

Adjust these options when saving so you only include what is truly reusable for future work.

Set sharing and permissions in ClickUp

Templates can often be shared at different levels inside ClickUp, such as:

• Private: Only visible to you or selected members.
• Workspace or team level: Available to everyone in the workspace or specific teams.
• Location based: Available only within certain Spaces, Folders, or Lists.

Select the right option to balance easy access with proper control.

How to apply a template from your ClickUp library

Once you have items saved in your library, you can apply them whenever you create new work. Here is the high-level process:

1. Start creating a new item of the same type, such as a task or List.

2. Look for the Templates or From template option in the creation dialog.

3. Open the template picker and switch to the My Library or similar tab to view your saved templates.

4. Select your desired template and review any specific options.

5. Apply the template to create or update the item with the predefined structure from ClickUp.

Your new item will now inherit the fields, structure, and settings configured in the template.

How to update an existing ClickUp template

Over time, you may need to refine a saved configuration. Instead of creating a new template from scratch, you can often update your existing one.

Steps to refresh a ClickUp template

1. Open an item that already uses the template you want to adjust, or create a new version of it.

2. Make all necessary changes, such as editing custom fields, layout, or subtasks.

3. Open the options menu and select the Save as Template action again.

4. Choose to either overwrite the existing template or save as a new template, depending on your needs.

5. Confirm the changes, and your ClickUp library will store the updated configuration.

Overwriting is useful for continuous improvement of a standard workflow, while saving a new template is better if you want alternate versions.

Managing templates in your ClickUp library

Good template management keeps your ClickUp workspace organized and easy for teammates to navigate.

Organize ClickUp templates with clear names

Use a consistent naming convention so people instantly understand what each template is for. For example:

• [Team] – Task Template – Purpose
• [Client] – Project Template – Phase
• Ops – Recurring Meeting Template

Including team, use case, or frequency in the name makes selection faster and less error-prone.

Remove or replace old ClickUp templates

Periodically review your library and retire templates that are outdated or no longer fit your processes. Depending on the template type, you may be able to:

• Delete obsolete templates.
• Rename templates to show they are legacy versions.
• Update template descriptions with guidance on new preferred options.

This keeps your list focused on the most accurate and helpful templates for your team.

Troubleshooting template issues in ClickUp

If you run into problems saving or applying templates, consider the following checks:

• Confirm you have the required permissions in that Space or location.
• Check whether your plan or role imposes template limits.
• Verify you are choosing the correct item type in the template picker.
• Make sure the template is shared with the right users or teams.

For detailed, up-to-date behavior and any plan-specific limitations, refer directly to the official help center article on adding a template to your library at this ClickUp support page.

Improve your ClickUp workflows further

Well-designed templates are just one part of an optimized workspace. To build scalable systems, you may also want to refine automations, naming conventions, and reporting structures.

If you are looking for professional help implementing advanced workflows or integrating your workspace with other tools, you can explore expert consulting and optimization services at Consultevo.

By capturing your best processes as templates, your team can use ClickUp as a reliable framework for repeatable, high-quality work.

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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