How to Find Templates in ClickUp
ClickUp offers a powerful template system that helps you quickly spin up repeatable workflows, documents, and task structures without starting from scratch every time.
This how-to guide walks you through every way to find templates, including the Template Center, views, and task settings. You will also learn how to filter, preview, and choose the right structure for your work.
Understanding ClickUp templates
Templates in ClickUp are reusable configurations you can apply to different parts of your workspace. They save time and keep your processes consistent.
You can use templates for:
- Spaces, Folders, and Lists
- Tasks and Subtasks
- Views and Dashboards
- Documents and checklists
Template availability can vary based on your plan and permissions. For full reference, check the official documentation on the ClickUp help center page about finding a template.
Open the ClickUp Template Center
The Template Center is the primary hub for discovering workspace templates. It lets you browse both your own saved items and ready-made options from ClickUp.
Steps to open the Template Center in ClickUp
- Log into your workspace.
- Open the left sidebar.
- Select the Templates option, or open a location (such as a Space, Folder, or List) and choose the template menu where available.
Once opened, you will see a structured layout of categories and template types.
What you can find in the Template Center
Inside the Template Center in ClickUp, you can typically browse:
- Workspace templates: Larger configurations that cover Spaces, Folders, and Lists.
- Task templates: Predefined task structures, including fields and subtasks.
- View templates: Saved layouts for Board, List, Calendar, and other views.
- Custom templates: Items your team has created and saved.
Browse workspace templates in ClickUp
Workspace templates help you set up project structures with a consistent layout, statuses, and fields.
How to browse workspace templates
- Open the Template Center.
- Go to the section dedicated to Spaces, Folders, or Lists.
- Use the sidebar categories or filters to narrow options.
- Select a template tile to open its preview.
The preview shows the high-level structure and what will be created once you apply the template to your workspace.
Filter ClickUp workspace templates
To quickly locate what you need, use filters where available, such as:
- Category: For example, project management, marketing, product, or operations.
- Type: Space, Folder, or List templates.
- Owner or source: Templates created by your team versus templates from ClickUp.
Combining filters helps you narrow down to the most relevant structure for your current workflow.
Find view templates in ClickUp
View templates let you reuse layouts, filters, and sort rules across multiple locations in ClickUp.
Steps to find view templates
- Open a Space, Folder, or List where you want to add a view.
- Click the + View option in the views bar.
- Choose the view type you want, such as List, Board, or Calendar.
- Look for the option to browse templates for that view.
You can preview available layouts and apply one that matches your requirements.
Types of view templates you can use
In many ClickUp workspaces, you will find view templates such as:
- Kanban boards with predefined columns.
- Lists with specific filters and sorting rules.
- Calendars with custom groupings or time ranges.
- Workload or timeline views created by your team.
Applying a view template keeps visualization consistent across teams and projects.
Find task templates in ClickUp
Task templates store reusable task configurations so you do not need to re-enter repetitive details.
How to access task templates
- Open any task in your workspace.
- Click the task settings or more options menu (often represented by three dots).
- Look for a Templates or Apply template option.
- Browse the list of available task templates.
You can see templates created by your team and any default sets that may be available.
What a task template can include
In ClickUp, task templates commonly store:
- Task name patterns and descriptions.
- Custom fields and default values.
- Subtasks and checklists.
- Assignees or watchers (if configured).
- Tags, priorities, and due dates (relative where supported).
These elements are applied when you select a template, ensuring each recurring process starts with the same structure.
Search for templates across ClickUp
When you are not sure where a template is stored, use search and filtering within the Template Center or relevant menus.
Search methods to find templates fast
- Use the search bar inside the Template Center to search by template name or keyword.
- Filter by owner or creator to show items built by specific team members.
- Switch between tabs for workspace, task, and view templates.
If you know only part of a name, type that fragment and scan through the results.
Preview and select the right ClickUp template
Before applying a template in ClickUp, use preview mode to confirm that the structure matches your needs.
How to preview a template
- In the Template Center or relevant template picker, click a template tile.
- Review sections such as fields, views, and subtasks in the preview pane.
- Check whether the template is for a Space, Folder, List, task, or specific view.
If the preview does not match what you need, close it and select another option.
Apply your chosen template
Once you have identified the correct configuration:
- Click the template you want to use.
- Select the Use or Apply template button.
- Choose where to create or update items in your workspace.
- Confirm the settings and complete the process.
Depending on the template type, ClickUp will create new structures or modify existing locations with the stored setup.
Tips for organizing ClickUp templates
Keeping your templates organized will make them easier to find later.
- Use clear, descriptive names that match your processes.
- Add prefixes such as “Team -” or “Dept -” to group templates by owner.
- Regularly review and remove outdated templates from your ClickUp workspace.
- Standardize categories so team members know where to look for each process.
For advanced process design and workspace planning, you can also explore external resources like Consultevo for productivity and systems consulting.
Next steps with ClickUp templates
Now that you know how to find templates, try the following actions to build consistency in your ClickUp environment:
- Identify one recurring project and convert its ideal setup into a template.
- Share guidance with your team on which templates to use for specific workflows.
- Return to the Template Center whenever you need to improve or standardize a process.
By regularly using and updating templates, you ensure your ClickUp workspace stays aligned with your evolving projects and team practices.
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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