×

Create Templates in ClickUp

/ ClickUp / By

How to Create Templates in ClickUp

Creating templates in ClickUp helps you quickly reuse tasks, Docs, views, and full workflows so your team can work faster and more consistently across every Space.

This guide walks you through how to create, save, and manage templates, based strictly on the official ClickUp documentation.

What you can turn into ClickUp templates

In ClickUp, you can save a wide range of items as templates so you do not need to rebuild them from scratch each time.

  • Tasks and subtasks
  • Task checklists
  • Custom task views
  • Docs and pages
  • Whiteboards
  • Goals and goal folders
  • Dashboards
  • Spaces, Folders, and Lists

The exact options available depend on the level in the hierarchy you are working in and the features enabled in your Workspace.

Before you create a ClickUp template

Prepare the item carefully before saving it as a template. This ensures everyone starts from the same high-quality base each time they use it.

  • Confirm all fields, statuses, and custom fields you need are in place.
  • Remove any data that should not be reused, like private notes, sensitive information, or temporary files.
  • Give the item a clear, descriptive name so the template is easy to find later.
  • Decide whether the template should be available Workspace-wide or only in specific locations.

Once ready, follow the steps below for your chosen hierarchy level.

Create a ClickUp task template

You can create a template from any existing task that has the structure you want to reuse.

Steps to save a ClickUp task as a template

  1. Open the task you want to use as your base template.
  2. Adjust the task details, such as description, custom fields, checklists, or attachments.
  3. Click the task action menu (typically the ellipsis in the top-right of the task window).
  4. Select the option to save or create a template from the task.
  5. Enter a clear name and optional description for the template.
  6. Choose what to include, such as subtasks, assignees, watchers, attachments, and custom field values.
  7. Choose the sharing or location options offered for the template.
  8. Save the template.

After saving, the template appears in the task templates list and can be applied to new or existing tasks.

Apply a ClickUp task template later

  1. Create a new task or open an existing one.
  2. Open the task action menu.
  3. Choose the option to apply a template.
  4. Select your saved task template from the list.
  5. Confirm which details to merge or overwrite.

This allows you to standardize recurring work like intake requests, bug reports, or meeting tasks.

Create Space, Folder, and List templates in ClickUp

ClickUp lets you save higher-level parts of your hierarchy as templates so you can spin up full workflows in just a few clicks.

Save a ClickUp Space as a template

  1. Open the Space you want to use as a blueprint.
  2. Configure views, default statuses, and any key settings.
  3. Open the Space settings or Space action menu.
  4. Select the option to save the Space as a template.
  5. Name the Space template and optionally add a description.
  6. Choose whether to include Folders, Lists, and default tasks, if prompted.
  7. Save the template.

Later, when creating a new Space, select this template to instantly duplicate the structure.

Save a ClickUp Folder or List as a template

  1. Open the Folder or List that contains the structure you want.
  2. Adjust statuses, views, and sample tasks as needed.
  3. Open the Folder or List action menu.
  4. Select the option to create or save a template.
  5. Set the name and any sharing options for the template.
  6. Choose whether to include existing tasks, assignees, or comments, depending on the available options.
  7. Save the template.

These templates are ideal for repeating projects, client pipelines, or standard operating procedures.

Create view templates in ClickUp

Custom views in ClickUp can also become templates so you can reuse layouts and filters across multiple locations.

Steps to save a view as a template

  1. Open the view you want to reuse (List, Board, Calendar, and so on).
  2. Set filters, grouping, sorting, and visible columns.
  3. Open the view settings or view action menu.
  4. Choose the option to save the view as a template.
  5. Name the view template and save.

The saved view template can then be added to other Spaces, Folders, or Lists to maintain a consistent way of looking at your work.

Create Docs and Whiteboard templates in ClickUp

Docs and Whiteboards in ClickUp are often reused for recurring processes such as briefs, reports, or planning sessions.

Save a ClickUp Doc as a template

  1. Open the Doc you want to reuse.
  2. Finalize headings, tables, and placeholders.
  3. Open the Doc settings or menu.
  4. Select the option to save as a template.
  5. Provide a descriptive template name.
  6. Save the Doc template.

You can then create new Docs based on this template directly from the Doc creation menu.

Save a ClickUp Whiteboard as a template

  1. Open the Whiteboard with your ideal layout.
  2. Organize shapes, connectors, and labels.
  3. Open the Whiteboard menu.
  4. Choose to save or create a template.
  5. Name and save the Whiteboard template.

This is useful for recurring retrospectives, brainstorming sessions, or mapping sessions.

Create goal and Dashboard templates in ClickUp

Templates are also available for Goals and Dashboards, making it easier to track performance and reporting consistently.

Save a ClickUp Goal or Goal Folder as a template

  1. Open the Goal or Goal Folder you want to reuse.
  2. Set target types, timeframes, and example targets if needed.
  3. Open the Goal or Goal Folder menu.
  4. Select the option to save as a template.
  5. Name and save the template.

Later, you can create new Goals from the saved templates to standardize your KPIs or OKR structure.

Save a ClickUp Dashboard as a template

  1. Open the Dashboard that has the widget layout you prefer.
  2. Confirm the widgets, filters, and visual settings are correct.
  3. Open the Dashboard menu.
  4. Select the option to save the Dashboard as a template.
  5. Give the Dashboard template a clear name.
  6. Save the template.

When you need a similar Dashboard for another team or project, simply create it from this template to avoid reconfiguring all widgets from scratch.

Manage and update ClickUp templates

Over time, you may need to adjust templates as your processes change.

  • Open the template center or template management area in your Workspace.
  • Search or filter by item type, such as tasks, Docs, or Dashboards.
  • Rename templates to keep the library organized.
  • Update sharing or location options so the right people can access each template.
  • Delete templates that are outdated or no longer used.

For detailed, always up-to-date instructions, see the official documentation on how to create a template in ClickUp.

Next steps for scaling your ClickUp workspace

Using templates is one of the fastest ways to standardize and scale your workflows in ClickUp. As your Workspace grows, combining templates with clear naming conventions and permissions will make it easier for every team member to stay aligned.

If you need strategic help designing a scalable workspace or optimizing your templates, you can explore consulting services at Consultevo.

Start by identifying your most common projects and processes, convert them into templates, and keep refining them as your ClickUp usage matures.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`

Verified by MonsterInsights