Create Checklist Templates in ClickUp

ClickUp lets you turn frequently used checklists into reusable templates so you can set up consistent tasks in seconds. This guide explains how to create, save, apply, rename, and delete checklist templates to keep your workspace organized and efficient.

Why use ClickUp checklist templates?

Checklist templates help you standardize recurring workflows. Instead of rebuilding the same list of items every time you create a task, you can apply a ready-made template in a few clicks.

Common use cases include:

• Onboarding new team members with a repeatable set of steps
• Running regular audits or quality checks
• Managing content production or publishing workflows
• Tracking handoffs between teams on complex tasks

Using templates improves accuracy, saves time, and ensures each step is followed every time a task is completed.

Accessing checklists in ClickUp tasks

Before working with checklist templates, you need a checklist on your task.

1. Open any task in your workspace.
2. In the task window, locate the checklist area or add a new checklist from the task toolbar.
3. Give the checklist a clear name so you can easily identify it if you turn it into a template.

Once you have at least one checklist, you can convert it into a template and reuse it across tasks.

How to create ClickUp checklist templates

You can create a new checklist template directly from a checklist you have already built inside a task.

1. Open the task that contains the checklist you want to reuse.
2. Hover over the checklist header to reveal additional options.
3. Click the templates icon or menu associated with the checklist.
4. Select the option to save the current checklist as a template.
5. Enter a name and optional description for the template so other users understand its purpose.
6. Confirm to save the checklist as a template.

Your checklist is now available as a reusable template across tasks in the same workspace, depending on your sharing and permission settings.

Apply ClickUp checklist templates to a task

After saving a template, you can quickly apply it whenever you need the same steps on a new or existing task.

1. Open the task where you want to add a checklist.
2. Add a new checklist or find the checklist section in the task.
3. Click the templates icon or button next to the checklist title.
4. Browse the template list and select the template you created earlier.
5. Confirm to insert the template items into the checklist.

The task now includes all the template items. You can still edit, add, or remove individual items without affecting the original checklist template.

Manage ClickUp checklist templates

Over time, you may need to update or clean up your list of templates. You can manage these templates from the same template menu you use to apply them.

Rename a ClickUp checklist template

If the name of your template no longer matches its purpose, you can rename it so team members can find the right template quickly.

1. Open any task and go to the checklist area.
2. Click the templates icon to open the checklist template list.
3. Locate the template you want to rename.
4. Open the template options menu (usually represented by three dots or a similar icon).
5. Select the rename option.
6. Enter a new, descriptive name and save your changes.

The updated name will appear for all users who have access to that checklist template.

Delete a ClickUp checklist template

When a workflow is retired or replaced, you can delete its checklist template so your team only sees current options.

1. Open any task where you can access checklist templates.
2. Click the templates icon in the checklist section.
3. Find the template you want to remove from the list.
4. Open the options menu for that template.
5. Select the delete option and confirm the deletion.

After deletion, the template will no longer be available to apply to tasks. Existing checklists that were already created from that template will not be removed from tasks.

Best practices for ClickUp checklist templates

To get the most value from checklist templates, follow these simple practices.

Use clear naming conventions

Clear, consistent names make it easier for teammates to pick the right template.

• Include the process type, such as “Onboarding,” “QA,” or “Publishing.”
• Add the team name or department if multiple teams share the same space.
• Use version tags when workflows change, like “v1” or “v2.”

Keep template items actionable

Each checklist item should describe a single, specific action. This keeps tasks easy to follow and reduces confusion.

• Start items with action verbs, such as “Review,” “Publish,” or “Confirm.”
• Avoid combining multiple steps into a single item.
• Regularly review templates to remove outdated steps.

Control who edits templates

Limit template editing to a few owners to prevent accidental changes.

• Assign responsibility for maintaining templates to project leads.
• Encourage team members to request updates instead of editing shared templates directly.
• Test major template changes on a small project before rolling them out widely.

Additional ClickUp resources

For deeper reference and the most current options available in your workspace, review the official support documentation on creating checklist templates in ClickUp: Create checklist templates.

If you want expert consulting on how to design workflows, templates, and processes around your project management stack, you can also explore services from Consultevo.

By setting up well-structured checklist templates and maintaining them over time, you ensure every task in your workspace follows the same reliable process, helping your team move faster and with fewer mistakes.

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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