How to Share Templates in ClickUp

Sharing templates in ClickUp lets you quickly reuse your best workflows, tasks, and project structures while collaborating securely with your team or external partners.

This guide explains every way you can share templates, how to manage access, and what to consider before sending links to others.

Understanding ClickUp Template Sharing Options

Before you share anything, it helps to know the different sharing methods available in ClickUp and how they affect access and security.

Public template links: Anyone with the link can use your template, even if they do not have an account yet.
Direct sharing via the template center: Share templates with specific people or teams inside your workspace.
Importing shared templates: Recipients can import shared templates into their own ClickUp workspace.

Each method is designed to make collaboration easier while keeping control over who can see and use your content.

How to Open the ClickUp Template Center

The template center is where you manage, share, and import templates in ClickUp. Follow these steps to find it:

Open your ClickUp workspace in your browser or desktop app.
Navigate to the area containing the item you want to template, such as a Space, Folder, List, or task.
Look for the option to Save as Template or Browse Templates, then select the option that opens the template center.

From the template center, you can view existing templates, share them, and manage visibility settings.

Create a Template in ClickUp Before Sharing

You can only share items that are already saved as templates in ClickUp.

Select the Space, Folder, List, or task you want to reuse.
Open the settings menu for that item.
Choose Save as Template.
Give your template a clear name and optional description so others know how to use it.
Confirm and save your template.

Once saved, your new template appears in the template center and can be shared using the steps below.

Share a ClickUp Template with a Public Link

Public links are ideal for sharing templates with people outside your workspace or publishing them for a broader audience.

Steps to Generate a Public ClickUp Template Link

Open the ClickUp template center.
Find the template you want to share.
Click the menu or options icon next to the template name.
Select the option to Share or Copy Link (wording may vary by view).
If a share panel appears, enable public sharing, then copy the generated link.
Send the link to your recipients via email, chat, or documentation.

Anyone with the public link can open a preview and choose to use the template in their own ClickUp workspace.

What Recipients See When You Share a ClickUp Template

When someone opens your public template link:

Existing users can log in and import the template into a Space, Folder, or List they choose.
New users may be asked to create an account before using your template.
The original structure, tasks, and fields are copied, but your private workspace data does not become accessible.

This makes public template links safe to share while still protecting your internal information.

Share ClickUp Templates Inside Your Workspace

If you prefer controlled, internal collaboration, you can share ClickUp templates with specific teammates or teams instead of making them public.

Steps to Share a ClickUp Template Internally

Open the template center in ClickUp.
Locate the template you want to share with your team.
Click the template options or settings icon.
Select a sharing or permissions option if available.
Choose members, guests, or teams who should see or use the template.
Save your changes so the selected people can access the template when browsing.

Internal sharing allows you to standardize processes while keeping templates visible only to the right people.

Importing and Using a Shared ClickUp Template

Once a template is shared, team members or external collaborators can easily import it into their own ClickUp spaces.

How to Import a ClickUp Template from a Link

Open the template link you received.
Log in to your ClickUp account or create a new one if needed.
Review the preview details to confirm it is the correct template.
Click the option to Use Template or Import.
Select the destination Space, Folder, or List.
Confirm, then wait for ClickUp to finish importing the tasks and structure.

After import, you can customize the template content without affecting the original shared version.

How to Find Shared Templates Inside ClickUp

You can also access shared templates directly from the template center:

Open the template center in your workspace.
Filter or browse by category, workspace templates, or templates shared with you.
Select any template to preview and use it in your own projects.

Best Practices for Sharing ClickUp Templates Securely

To keep your workspace safe and organized, follow these recommended practices when you share templates in ClickUp.

Remove sensitive data: Strip out confidential details, such as client names or credentials, before saving items as templates.
Use clear naming: Name templates so others can instantly recognize their purpose and scope.
Document usage: Add descriptions or instructions inside the template so users know how to apply it correctly.
Review link access: Periodically audit which templates are shared publicly and disable links that are no longer needed.
Centralize standards: Maintain a curated library of official templates in ClickUp so teams do not create conflicting versions.

Advanced Optimization for ClickUp Workflows

Well-designed templates are one of the fastest ways to scale processes in ClickUp across teams and clients.

If you want expert help designing optimized templates and systems, you can work with consultants who specialize in workflow automation and documentation. For example, you can explore services from Consultevo to refine your project setups and internal playbooks.

Learn More About ClickUp Template Sharing

The official help center includes detailed, always up-to-date documentation about how to share templates, manage access, and use advanced options in ClickUp.

To dive deeper into the latest capabilities, visit the original article on sharing templates: Share a template in ClickUp.

By following these steps and best practices, you can confidently share templates in ClickUp, keep your workspace organized, and help your entire team start projects faster with consistent, high-quality workflows.

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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