How to Use ClickUp Project Management Templates
ClickUp makes it easy to launch organized projects in minutes using pre-built project management templates. Instead of building every space, folder, and list from scratch, you can start from a proven structure and then customize it for your workflow.
This step-by-step guide walks you through how to find, choose, and set up templates so your team can start managing projects faster and more consistently.
What Are ClickUp Project Management Templates?
Project management templates in ClickUp are pre-configured setups that bundle views, task statuses, custom fields, automations, and more. They are designed to support common workflows so you do not have to reinvent your workspace for every new project.
Typical templates help you manage:
- Simple to complex projects
- Agile sprints and backlogs
- Marketing campaigns and content calendars
- Product launches and roadmaps
- Client work and service delivery
By using these templates, teams can standardize how they plan, execute, and report on projects across the organization.
Where to Find ClickUp Templates
You can access project templates directly inside ClickUp so you can apply them to any space, folder, or list.
Open the Template Center in ClickUp
- Log in to your ClickUp workspace.
- Open the left sidebar and choose the level where you want to add a template (workspace, space, or folder).
- Look for options like Templates or Browse Templates when creating a new item.
- Launch the template center to view all available project management templates.
You can also explore templates highlighted by the ClickUp blog, such as those outlined in the project management templates overview.
Filter and Search for the Right ClickUp Template
Inside the template center, you can quickly narrow down your options to the best fit for your workflow.
- Browse by category such as Project Management, Marketing, or Product.
- Use search terms like “Agile sprint,” “Gantt,” or “client projects.”
- Sort by popularity or ratings if displayed in your ClickUp view.
Focusing on the right category ensures that the template includes views and fields tailored to your team’s style of work.
How to Choose the Best ClickUp Template
Before you apply a template, review its structure and components so it matches how your team prefers to manage tasks and milestones.
Review Template Structure and Views
Each ClickUp project template can include multiple elements:
- Spaces, folders, and lists for high-level organization
- Views such as List, Board, Gantt, Calendar, and Dashboard
- Statuses like To Do, In Progress, In Review, and Done
- Custom fields for priority, effort, stage, owner, or budget
Compare these with your current workflow and identify whether you will need to adapt anything after installation.
Match the Template to Your Project Type
Use the ClickUp template that best aligns with your upcoming work:
- General project management templates for multi-step projects with tasks and dependencies.
- Agile templates for sprints, backlogs, and recurring release cycles.
- Marketing templates for campaigns, events, or content production schedules.
- Client project templates for service delivery, onboarding, and account management.
Selecting the right starting point reduces manual edits later and speeds up your setup process.
Step-by-Step: Apply a ClickUp Project Template
Once you have picked a template, you can apply it to your chosen part of the workspace. Follow these steps to get started quickly.
Step 1: Choose Where to Apply Your Template
- In ClickUp, navigate to the space or folder where you want the new project to live.
- Click to create a new folder, list, or space (depending on what the template supports).
- Select the option to use a template instead of starting from a blank structure.
Placing your template at the right level ensures that it inherits the correct sharing and permission settings.
Step 2: Configure Template Import Options
When you apply a project template, ClickUp typically lets you choose what to bring in:
- Task structure only (without existing tasks or dates)
- Task structure with sample tasks for guidance
- Statuses, custom fields, and views
- Automations and dependencies if included
For live projects, you will usually import the structure, statuses, custom fields, and views without sample data, so your workspace stays clean.
Step 3: Customize Project Details in ClickUp
After the template loads, tailor it to your team and specific project requirements.
- Rename spaces, folders, and lists to match your project name.
- Update task statuses if your team uses unique terminology.
- Add or remove custom fields based on what you need to track.
- Adjust automations so they align with your approvals and handoffs.
This fine-tuning ensures that the ClickUp template feels like a natural extension of your existing workflow rather than a rigid structure.
Best Practices for Managing Projects with ClickUp Templates
Templates are most powerful when you use them consistently and refine them over time as your project management process matures.
Standardize Project Workflows Across Teams
Adopt a small set of ClickUp templates as standards for different project types. For example:
- One master template for internal projects
- One template for client delivery projects
- One template for Agile product development
- One template for marketing campaigns
This lets teams share dashboards, reports, and expectations because everyone is working from the same foundation.
Leverage ClickUp Views for Clarity
Many project management templates come with multiple views so different stakeholders can see the same project from various angles:
- List view for detailed task management and bulk edits
- Board view for Kanban boards and in-progress work
- Gantt view for timelines and dependencies
- Calendar view for due dates and content schedules
Make sure team members know which views to use for planning, execution, and reporting inside ClickUp.
Iterate and Save Your Own ClickUp Template
As you refine your project process, capture those improvements as your own custom template.
- Open a well-structured project that represents your ideal workflow.
- Use the options menu to save it as a new template.
- Name it clearly and document when and how it should be used.
- Share it with your team so everyone can select it for similar projects.
Saving your custom structure as a ClickUp template eliminates setup time for future projects and helps maintain consistency.
Improve Your Project Systems Beyond ClickUp
Project templates are only one part of building a scalable operations system. To go deeper into process design, automation, and optimization across your stack, consider working with specialists who can audit and improve your workflows end to end.
For broader consulting on strategy, systems, and digital operations, you can explore services from Consultevo, which focuses on modern, efficient business setups.
Next Steps with ClickUp Project Templates
Using project management templates in ClickUp lets you launch new initiatives quickly, keep tasks organized, and maintain a repeatable process for every type of work.
To move forward:
- Explore the project management templates highlighted in the ClickUp blog.
- Test one or two templates on upcoming projects.
- Customize and save your own version once you refine the process.
- Encourage your team to standardize on a small set of ClickUp templates for clarity.
With a thoughtful approach to templates, ClickUp becomes a central hub for predictable, efficient project execution across your entire 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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