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How to Create Templates in ClickUp

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How to Create Templates in ClickUp

ClickUp lets you turn your best work into reusable templates so you can launch projects, tasks, and docs in minutes instead of rebuilding everything from scratch.

This step-by-step guide walks you through creating, saving, and applying templates across your workspace, plus tips to manage them at scale.

Why Use ClickUp Templates?

Templates help you standardize processes and save time. Once you set up a workflow the way you like it, you can turn it into a template and reuse it anywhere.

With templates you can:

  • Launch new projects with predefined statuses, views, and fields
  • Standardize task checklists and descriptions
  • Reuse docs, meeting notes, and SOPs
  • Share repeatable processes with your team

Instead of starting with a blank page, you start from a proven structure.

Where You Can Use ClickUp Templates

You can create and apply templates to almost any level of your workspace hierarchy.

  • Spaces
  • Folders
  • Lists
  • Tasks and subtasks
  • Checklists
  • Views
  • Docs and pages
  • Dashboards (depending on your plan)

The steps are similar in each place: configure the item, save it as a template, then apply it whenever you need it.

How to Create a Space Template in ClickUp

Space templates are ideal for large, repeatable workflows like client accounts, departments, or product lines.

Step 1: Set Up Your Space

Create or open the Space you want to reuse later. Configure it exactly how you want your future projects to look.

  • Add Folders and Lists
  • Define statuses (for example: To Do, In Progress, Review, Done)
  • Create custom fields (budget, owner, dates, tags)
  • Set up views (List, Board, Calendar, etc.)
  • Adjust Space-level settings and permissions

Step 2: Save the Space as a Template

  1. Open the Space settings menu.
  2. Choose the option to save or template the Space.
  3. Give your template a clear, descriptive name.
  4. Add a description so teammates know when and how to use it.
  5. Choose what to include (statuses, views, custom fields, tasks, etc.).

Decide whether to include existing tasks or just the structure. For most workflows, you will include only the framework without current work in progress.

Step 3: Apply the Space Template

  1. Create a new Space.
  2. Select the option to use a template.
  3. Find your saved Space template from the template center or list.
  4. Apply it and confirm what you want to import.

Within a few seconds, your new Space will appear with the same structure and settings as your original.

How to Create Folder and List Templates in ClickUp

Folder and List templates are perfect for repeatable projects, campaigns, or sprints.

Step 1: Configure the Folder or List

Start by creating a Folder or List and setting it up exactly how you want to reuse it.

  • Add tasks and subtasks (optional)
  • Apply statuses and custom fields
  • Set up views (Board, Gantt, Calendar, etc.)
  • Add dependencies and priorities if needed

Step 2: Save as a Template

  1. Open the Folder or List settings menu.
  2. Select the option to save as a template.
  3. Name the template clearly, such as “Client Onboarding Folder” or “Weekly Sprint List”.
  4. Choose what to include (tasks, assignees, due dates, views, and more).

You can decide whether to keep or clear dates and assignees so your template works well across different teams and timelines.

Step 3: Use the Folder or List Template

  1. Create a new Folder or List.
  2. Choose to create from template.
  3. Search or browse for the template you just created.
  4. Confirm the import settings, like whether to shift dates.

Your new Folder or List will be ready to go with all the structure you defined.

How to Create Task Templates in ClickUp

Task templates help you standardize common workflows like bug reports, content briefs, or support tickets.

Step 1: Build the Perfect Task

Create a task that contains everything you need to reuse.

  • Title and description
  • Subtasks and nested subtasks
  • Checklists and checklist templates
  • Custom fields and tags
  • Attachments and links
  • Comments and instructions (if useful to repeat)

Step 2: Save the Task as a Template

  1. Open the task.
  2. Use the task menu to find the template option.
  3. Choose to save the current task as a template.
  4. Name it clearly, like “Blog Brief Task” or “QA Bug Report”.
  5. Select which elements to include (subtasks, comments, dates, and more).

You can keep the task clean by removing any one-off details before saving it.

Step 3: Apply the Task Template

  1. Create a new task where you want to use the template.
  2. Select the template option in the task creation window.
  3. Search for and select your saved template.
  4. Review the imported details and adjust assignees and dates.

Now you can spin up fully detailed tasks in just a few clicks.

How to Create Doc Templates in ClickUp

Docs are ideal for playbooks, SOPs, meeting notes, and knowledge bases you want to reuse.

Step 1: Design Your Doc

Create a new Doc and format it with the structure and blocks you will reuse.

  • Headings and sections
  • Tables and callouts
  • Checklists, bullets, and numbered steps
  • Embedded views or links

Step 2: Save the Doc as a Template

  1. Open the Doc settings or more options menu.
  2. Choose the option to save as a template.
  3. Give the Doc template a name and description.
  4. Save it to your template library.

Step 3: Use the Doc Template

  1. Create a new Doc from the Docs area or within a task.
  2. Select the option to use a template.
  3. Browse or search for your Doc template.
  4. Insert it and customize the content for your current use case.

Managing ClickUp Templates Effectively

As you create more templates, good management keeps your workspace organized and easy to use.

Use Clear Naming Conventions

Make it obvious when and where a template should be used.

  • Include team or department name (for example: “Marketing – Launch Campaign List”)
  • Add the process type (“HR – New Hire Onboarding Folder”)
  • Use version numbers if you update templates over time

Add Helpful Descriptions

Descriptions help teammates choose the right template quickly.

  • Explain the purpose and ideal use case
  • Note any required fields or steps
  • Mention which teams typically use it

Update and Retire Old Templates

Processes change, and your templates should evolve with them.

  • Review templates regularly to ensure they reflect your current workflows
  • Update templates when you improve a process
  • Archive or delete templates that are outdated or redundant

ClickUp Template Tips and Best Practices

To get the most from templates, follow these practical tips.

  • Start small: Template one or two high-impact workflows first.
  • Test before scaling: Use a template with a small group, then refine it.
  • Document how to use each template inside a Doc template or SOP.
  • Give edit rights to a few owners who maintain and improve templates.

You can also combine templates. For example, use a Space template for a client, a Folder template for projects, and task templates for deliverables.

Learn More About ClickUp Templates

For a deeper walk-through with visuals, explore the original guide on the ClickUp blog: how to create a template in ClickUp.

If you want help designing scalable processes and templates tailored to your team, you can also work with experts from Consultevo to optimize your workspace.

By building a library of well-designed templates, you transform ClickUp into a repeatable system where every new project starts from a proven, consistent foundation.

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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