Add Template Preview Images in ClickUp

Using ClickUp templates is faster when every template has a clear, visual preview. By adding preview images, you make it easier for anyone in your Workspace to quickly recognize and choose the right template at a glance.

This guide explains exactly how template preview images work, how to add them from different places in your Workspace, and how to update or remove them when things change.

What is a template preview image in ClickUp?

A template preview image is a small thumbnail that appears next to a template name when people browse or apply templates. It gives users a quick idea of what the template is about before they open it.

Preview images can be added to most template types and can be managed at any time. They are purely visual and do not affect your tasks, fields, or settings.

Where template preview images appear in ClickUp

Once you add a preview image, it will typically appear anywhere that specific template can be viewed or applied. Common places include:

Template selection pop-ups when you apply a template
Template Center or library views
Template management panels for items like tasks, Docs, or views

This makes your templates more scannable, especially if your Workspace uses many shared templates.

Requirements to add template preview images in ClickUp

Before you start, make sure you have:

Access to the Workspace where the template is saved
Permission to create or edit templates of the relevant type
An image file that meets your organization’s branding or clarity needs

Image upload limits and supported formats are determined by your Workspace and plan. If you have issues uploading, confirm with your admin that you are allowed to manage templates.

How to add preview images when creating templates in ClickUp

You can often add a preview image at the same time you create a new template. The exact steps can vary slightly depending on the item you are templating (for example, a task, List, Folder, or view), but the overall process is similar.

Create a new template with a preview image

Open the item you want to save as a template. This could be a task, Doc, List, Folder, or another supported object.
Look for the Templates option. This may appear as a button, menu item, or icon in the toolbar or item menu.
Select Save as Template or the equivalent option for that item type.
In the template creation modal, enter a clear template name and description so others know when to use it.
Find the section for the preview image. You may see a placeholder thumbnail or an option like Add image.
Click the preview image area and upload your image from your device, or choose from any other available image sources in your Workspace.
Adjust the image if prompted, then confirm or save.
Finish saving the template. The new template should now show the preview image wherever it is available for use.

If your version of ClickUp does not show a preview image option during template creation, you can usually add it later through the template management interface.

How to add or change preview images on existing ClickUp templates

If a template was created without a preview image—or the existing image is outdated—you can update it directly from your template library.

Open the template management area in ClickUp

Navigate to the part of the Workspace where you want to manage templates. For example, open any task or List if you want to work with those templates.
Open the Templates menu. This may appear as a dropdown, modal, or side panel.
Look for an option such as Browse Templates, Manage Templates, or Template Center to see your existing templates.

Edit the ClickUp template preview image

Locate the template you want to update in the template list.
Open its options menu (often shown as three dots or a similar icon).
Select Edit or Manage template.
Look for the preview image section or thumbnail in the template settings panel.
To add a new preview image, click the empty thumbnail or Add image button and upload your file.
To change an existing preview image, click the current image and choose a new file to replace it.
Save or update the template to confirm your changes.

After saving, the new image will appear anywhere that template is listed or selectable, helping people spot it quickly.

How to remove a template preview image in ClickUp

You can remove a preview image if it is no longer needed or does not match your current standards.

Open the Templates or Template Center area where the template is stored.
Find the template, then open its options menu.
Select the edit or manage option to open its details.
In the preview image section, look for a Remove, Delete image, or similar option.
Confirm removal if prompted, then save your template.

Once removed, the template will typically show a default icon or no thumbnail at all.

Best practices for ClickUp template preview images

To keep your Workspace organized and easy to use, follow these tips:

Use clear, recognizable visuals: Choose images that reflect the template’s purpose, such as icons for marketing, development, or operations.
Stay consistent with branding: When possible, align preview images with your brand colors or style for a professional look.
Avoid tiny text: Preview thumbnails are small, so text-heavy images may be impossible to read.
Update images as templates evolve: If a template’s purpose changes, update the preview image to match.

Troubleshooting preview image issues in ClickUp

If you do not see options to add or update preview images, consider the following:

Permissions: Check with your Workspace owner or admin to confirm you have permission to manage templates.
Template type support: Some item types or legacy templates may have limited preview image options.
File size or format: If uploads fail, try another format or a smaller file.

You can always reference the official documentation for the most up-to-date behavior and interface details by visiting the original article at ClickUp Help Center.

Learn more about optimizing ClickUp workflows

Preview images are just one way to streamline how your team uses templates. To go further with process optimization, automation, and workspace strategy, you can explore expert resources such as Consultevo for additional guidance.

By consistently adding and managing template preview images in ClickUp, you make it easier for every user to find the right workflows, reduce confusion, and keep your Workspace visually organized.

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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