Customize templates in ClickUp
ClickUp lets you customize templates so you can quickly reuse the exact structure, views, and settings your team needs without rebuilding workflows from scratch.
This guide explains how to apply a template, adjust its views and options, and save or update your customized version for future use.
What is a template in ClickUp?
In ClickUp, a template is a reusable configuration that can include:
- Tasks, subtasks, and checklists
- Statuses and custom fields
- Views, filters, and sorting options
- Assignees, tags, and priorities
- Additional settings depending on the location or item type
You can apply templates to different levels, such as Spaces, Folders, Lists, and tasks, and then customize them to fit each specific workflow.
Ways to customize a ClickUp template
There are two primary ways to customize a template in ClickUp:
- Apply an existing template, modify it, and then save it as a new template.
- Apply an existing template, modify it, and update the original template (if you created it and have permission).
Both methods follow the same basic flow: apply, customize, then save or update.
Apply a template in ClickUp
Before you can customize, you need to apply a template to a Space, Folder, List, or task.
Steps to apply a ClickUp Space, Folder, or List template
- Open the Space, Folder, or List where you want to use a template.
- Click the settings menu for that location.
- Select the option to add or use a template.
- Browse the available templates or search by name.
- Select the template and confirm to apply it.
Once applied, the structure, statuses, and views from the template will be available for customization.
Steps to apply a ClickUp task template
- Open an existing task or create a new one.
- Click the task settings or template icon.
- Choose to apply a task template.
- Search for the template you want to use.
- Select it and confirm to apply its content and settings to the task.
After the template loads, you can edit the task’s details, fields, and layout.
Customize views from a ClickUp template
When you apply a template, its views are included. You can change them to match your preferred way of working.
Adjust view layout and settings
For each view created from a ClickUp template, you can typically:
- Rename the view.
- Change view type (where available).
- Modify filters, grouping, and sorting.
- Show or hide columns and fields.
- Pin or reorder views on the toolbar.
These changes affect how information appears without altering the foundational template until you choose to save or update it.
Add or remove views from a ClickUp template layout
After applying a template, you can:
- Add new views that are not included in the original template.
- Remove views you do not need.
- Reorder existing views to bring the most important ones to the front.
When you save or update a template, you can choose whether these view changes should be part of the template for future use.
Customize items created from a ClickUp template
Templates provide structure, but you are free to adjust the individual items that were created from them.
Update tasks and fields from a ClickUp template
After applying a Space, Folder, List, or task template, you can:
- Edit task names and descriptions.
- Change assignees and due dates.
- Adjust statuses and priorities.
- Modify or delete custom fields.
- Add new tasks, subtasks, and checklists.
These edits impact the current location or task only, unless you explicitly save your configuration as a new or updated template.
Control what data is included when saving
When you save your customized setup as a template in ClickUp, you can usually choose what to include, such as:
- Statuses and views
- Custom fields and tags
- Assignees and watchers
- Due dates or date offsets
- Attachments and comments (where supported)
Selecting only what you need helps you build focused, reusable templates that do not carry over unnecessary data.
Save a customized ClickUp template as new
If you want to keep your changes without affecting the original template, save your configuration as a new template.
Steps to save a new ClickUp template
- Open the Space, Folder, List, or task you have customized.
- Open the template options menu.
- Select the option to save as a new template.
- Enter a clear template name and optional description.
- Choose which elements (statuses, views, fields, etc.) to include.
- Save the template.
The new template will be available in your ClickUp template library for future use by you and, depending on sharing settings, your workspace members.
Update an existing ClickUp template
When you need to refine a standard process, you can update the original template instead of creating a new one.
Steps to update a ClickUp template
- Apply the existing template to the relevant location or task.
- Make your desired changes to views, statuses, fields, or tasks.
- Open the template options menu.
- Choose to update the existing template instead of saving a new one.
- Confirm which parts of your configuration should overwrite the current template.
- Save your changes.
Future uses of that template in ClickUp will reflect the updated configuration. Existing locations or tasks that were created earlier from the template will not change automatically.
Best practices for ClickUp template customization
To keep your workspace organized and reusable templates easy to manage, follow these practices:
- Use clear naming conventions: Name templates by team, process, or use case.
- Add detailed descriptions: Explain when and how each template should be used.
- Limit who can update core templates: Reduce accidental changes to critical workflows.
- Test before sharing widely: Apply the template in a small area, refine it, then roll it out.
- Review templates periodically: Update them to reflect process changes.
Learn more about ClickUp templates
For a complete breakdown of template customization options, refer to the official documentation: Customize a template in ClickUp.
If you want strategic help designing scalable workspace structures and template systems around ClickUp, you can also explore consulting resources such as Consultevo.
By applying, customizing, and saving templates thoughtfully, you can turn ClickUp into a consistent, repeatable system that supports every team and process in your organization.
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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