Use Folder Templates in ClickUp

Folder templates in ClickUp let you quickly spin up repeatable workflows, projects, and structures without rebuilding everything from scratch. This guide explains how to create, save, apply, and manage these templates so your team can stay consistent and efficient.

What are Folder templates in ClickUp?

Folder templates are reusable setups that include a Folder and the items inside it. You can instantly recreate complex project structures, including all the Lists and tasks you need, in just a few clicks.

When you use Folder templates in ClickUp, you can:

Standardize how projects are organized across your Workspace.
Save time by reusing proven Folder structures.
Control which items and settings are included in new projects.

Folder templates are available for both Personal and Shared Folders, giving you flexibility for private and collaborative work.

Folder templates availability in ClickUp

In ClickUp, Folder templates can be used in most Workspaces, but there are a few scope rules to understand before you start.

You can create Folder templates from any Folder where you have sufficient permissions.
Personal templates are visible only to you.
Workspace templates are available to everyone in the Workspace with access to the relevant Space or Folder.

Templates can be managed centrally, and admins can help ensure your organization’s Folder structures stay consistent.

How to apply a Folder template in ClickUp

You can apply a Folder template when creating a new Folder so it instantly has the structure and items you need.

Step-by-step: apply a Folder template

Open the Space where you want the new Folder to live.
Click the + New Folder button.
In the creation dialog, select the option to use a template.
Browse or search for the Folder template you want to use.
Click the template name to open the details panel.
Review included items, settings, and any descriptions.
Click Use Template.
Choose import options, such as whether to include tasks, views, or other elements.
Confirm to create your new Folder from the selected template.

Your new Folder appears in the Space with the Lists and any imported tasks, ready for you and your team to start working.

Apply settings from a Folder template

When you apply a Folder template in ClickUp, you can customize which components are imported. Depending on the specific template, you may be able to choose whether to include:

Lists and nested structure.
Tasks, subtasks, and checklists.
Views and filters.
Custom Fields and statuses.

Adjust these options carefully so you only import what you actually need for your current project.

Create a Folder template in ClickUp

You can save any well-structured Folder as a reusable template in ClickUp. This is helpful when you have a repeatable project type or client engagement.

Steps to create a Folder template

Navigate to the Space and open the Folder you want to save.
Click the Folder name to open the Folder settings menu.
Select the option to Save as Template (wording may vary slightly).
Enter a clear, descriptive template name so your team can find it easily.
Add an optional description to explain when and how to use the template.
Choose whether to save it as a Personal template or a Workspace template.
Select which items and settings to include, such as tasks, views, statuses, and Custom Fields.
Click Save to finalize and publish your Folder template.

Once saved, your new Folder template is available to use whenever you create a Folder in compatible Spaces.

Manage Folder templates in ClickUp

Over time, you may need to update or remove templates so that your Workspace remains organized and up to date.

Open the Folder template center

To manage Folder templates in ClickUp:

Open the template center from your Workspace (usually via the templates or settings icon).
Filter or browse for Folder templates.
Use search to quickly find a specific template by name.

Edit an existing Folder template

To update an existing Folder template:

Locate the Folder template you want to change.
Click the template to open its details panel.
Select the option to Edit or Update the template.
Adjust the name, description, sharing scope, or included items and settings.
Save your changes so they apply the next time someone uses the template.

For structural changes, you may choose to create a new Folder from the template, modify the Folder, and then save it again as a new template version.

Delete a Folder template

If a Folder template is no longer needed, you can remove it to reduce clutter:

Open the Folder templates section in the template center.
Find the template you want to delete.
Open the template options menu (often represented by three dots).
Click Delete or Remove.
Confirm the deletion when prompted.

Deleting a Folder template does not affect any Folders that were already created from it.

Best practices for Folder templates in ClickUp

To get the most from Folder templates in ClickUp, follow these best practices:

Use clear naming conventions: Include project type, team, or client segment in the Folder template name.
Keep templates lightweight: Avoid unnecessary tasks or views so new Folders stay clean.
Document usage: Use the description area to explain when and how to use each template.
Review regularly: Periodically audit Folder templates to retire outdated ones.
Limit access if needed: Use Personal templates for experiments and Workspace templates for standardized flows.

Learn more about ClickUp Folder templates

You can read the original product documentation for Folder templates in ClickUp here: Use Folder templates. That article includes the most current interface details and examples.

If you need consulting support to optimize your workspace setup, implement Folder templates at scale, or design standardized project workflows, you can also visit Consultevo for professional help.

By setting up and managing Folder templates thoughtfully in ClickUp, you can ensure every new project starts with the right structure, saving your team time and improving consistency across your entire Workspace.

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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