How to Use Project Management Templates in ClickUp
Project management templates in ClickUp help you quickly spin up consistent workflows for complex projects, campaigns, and programs without rebuilding the same structure every time.
This guide walks you through how to access, use, and manage these templates so your team can start fast and stay aligned.
What ClickUp project management templates are
Project management templates in ClickUp are pre-built workspaces that use a flexible, folder-based hierarchy instead of a rigid “project” object. Each template combines Views, fields, and task structures tailored to a specific type of work.
Key concepts:
- Hierarchy-based: Work is organized using Spaces, Folders, Lists, and tasks, instead of a single project container.
- Purpose-built: Templates are optimized for use cases like launches, campaigns, product development, and operations.
- Repeatable: Save time by reusing the same structure and settings for every similar initiative.
Types of ClickUp project management templates
ClickUp offers several template categories focused on high-impact, high-complexity work. These are a starting point you can customize to fit your team.
ClickUp launch templates
Launch templates support cross-functional work where many teams collaborate to deliver a release or go-live event.
Use a launch template when:
- You coordinate tasks across multiple teams.
- You need clear deadlines, dependencies, and ownership.
- You run similar launches on a recurring schedule.
Typical elements include:
- Milestone lists for phases like planning, execution, and post-launch.
- Views grouped by team, status, or timeline.
- Custom fields for launch dates, risk level, and stakeholders.
ClickUp campaign templates
Campaign templates help you organize multi-channel marketing or communication campaigns from planning through measurement.
Use a campaign template when:
- You manage assets and tasks across channels such as email, social, and web.
- You need visibility into campaign timelines and owners.
- You run similar campaigns on a repeatable cadence.
They commonly include:
- Lists for strategy, content production, approvals, and reporting.
- Views for calendars, workloads, and asset pipelines.
- Fields for channel, audience, budget, and performance tags.
Other ClickUp project templates
In addition to launch and campaign templates, ClickUp provides templates for software projects, operations, and cross-functional programs. Each one uses the same hierarchy foundation, so you can mix and match structures as your needs evolve.
How ClickUp uses hierarchy instead of traditional projects
ClickUp is designed around a flexible hierarchy instead of fixed project objects. This structure replaces the traditional “one-size-fits-all” project with building blocks you can arrange as needed.
Typical hierarchy levels:
- Spaces: High-level areas such as Marketing, Product, or Operations.
- Folders: Collections of related Lists, often used for programs or major efforts.
- Lists: Groupings of tasks for specific workflows, sprints, or workstreams.
- Tasks and subtasks: Action items where work is executed and tracked.
Project management templates provide pre-configured combinations of these levels so you can immediately start managing complex work.
How to apply a ClickUp project management template
Follow these steps to use a project management template in ClickUp for your next initiative:
Step 1: Access the template library
- Open your Workspace in ClickUp.
- Navigate to the area where you want to create your new work (for example, a Space or Folder).
- Start creating a new Folder or List to see available templates.
You can also explore featured project management templates by visiting the official help article on the ClickUp website: Project management templates.
Step 2: Choose the right ClickUp template
Select the template that best matches your type of work:
- Pick a launch template for coordinated releases or go-lives.
- Choose a campaign template for marketing or communications efforts.
- Use other project-focused templates for product, operations, or cross-functional initiatives.
Review the structure and Views preview to confirm it aligns with your goals.
Step 3: Customize template structure in ClickUp
After applying a template, adjust it to your team’s specific workflow:
- Add or remove Lists to match your phases or workstreams.
- Update Custom Fields to track the metrics that matter most.
- Reconfigure Views (List, Board, Gantt, Calendar, and more) to match how your team monitors progress.
- Set your default Views so everyone lands on the most useful perspective first.
These edits help you balance the benefits of a standardized ClickUp template with the unique needs of your team.
Step 4: Add tasks, owners, and dates
Once the structure is in place, populate it with real work:
- Create or refine tasks and subtasks using the placeholder examples from the template.
- Assign owners to each task so accountability is clear.
- Set start dates, due dates, and dependencies to build a realistic schedule.
- Tag tasks with relevant fields, such as priority, channel, or milestone.
This ensures your ClickUp setup becomes a live system for tracking work, not just a static outline.
Step 5: Save your customized ClickUp template (optional)
If you plan to run similar projects regularly, you can save your customized structure as a new template.
Benefits of saving your own version:
- Reuse the same hierarchy across many launches or campaigns.
- Maintain consistent fields and Views across teams.
- Reduce setup time for future efforts.
Best practices for managing projects in ClickUp
To get the most value from project management templates in ClickUp, keep these practices in mind.
Standardize how your team uses ClickUp templates
Define guidelines for when and how each template should be used. For example:
- Use the same launch template for all major product releases.
- Use a common campaign template across marketing teams.
- Agree on naming conventions for Folders, Lists, and tasks.
Standardization makes it easier to compare performance across projects and keep reporting consistent.
Align fields and Views across ClickUp workspaces
Consistent fields and Views across similar templates help you see the big picture:
- Use the same Custom Fields for priority, status, and owner across launch templates.
- Maintain standard calendar or Gantt Views for leadership visibility.
- Apply similar workload or board Views so teams can quickly switch contexts.
Iterate on your ClickUp templates over time
As your processes mature, refine your project management templates in ClickUp to match what actually works:
- Remove fields and Lists your team no longer uses.
- Add steps that reflect new review or approval stages.
- Update Views to highlight metrics that matter most to stakeholders.
Regularly improving your templates keeps your ClickUp environment aligned with real-world operations.
Where to get help with ClickUp templates
If you need implementation support, training, or customization guidance beyond the built-in documentation, you can work with experienced consultants who specialize in ClickUp and process design.
For example, Consultevo offers professional services that can help you structure your Workspace, optimize templates, and align ClickUp with your existing project management frameworks.
Next steps
Start by applying a project management template in ClickUp to a single upcoming launch or campaign. Once it is in place and running, refine the hierarchy, fields, and Views. When your team is comfortable, save your customized version as a reusable template so every new initiative begins with a proven structure.
By relying on project management templates and the flexible hierarchy in ClickUp, you can scale complex work with clarity, consistency, and less manual setup.
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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