Status templates in ClickUp

Status templates in ClickUp let you quickly reuse the same workflow across multiple spaces, folders, and lists so your projects stay consistent and easy to manage.

This how-to guide explains exactly how to create, save, apply, and manage these templates, based strictly on the official product behavior.

What are status templates in ClickUp?

Status templates are reusable collections of task statuses that you can apply to different locations in your workspace. Instead of rebuilding the same set of statuses every time, you save them once and reuse them wherever you need them.

You can:

• Turn any custom workflow into a reusable template.
• Apply templates to spaces, folders, and lists.
• Use a special template when migrating statuses into a list.

Status templates in ClickUp are especially useful when your teams share similar processes across projects or departments.

Where you can use ClickUp status templates

You can apply a status template to any level in your hierarchy that supports custom workflows:

• Spaces
• Folders
• Lists

Each level can either inherit statuses from above or use its own. Status templates in ClickUp help you quickly set up those unique workflows without manually recreating each status.

How to create a status template in ClickUp

There are two ways to create a status template in ClickUp:

1. From an updated workflow
2. From an existing template using Save as

Update a workflow and save it as a ClickUp template

First, customize the statuses for a particular space, folder, or list. Then save that setup as a new template.

1. Open the space, folder, or list where you want to configure statuses.
2. Open the workflow settings and add, rename, or reorder statuses as needed.
3. Once your statuses look right, find the Templates options in the status settings.
4. Choose Save as template or the equivalent option presented in the interface.
5. Give your status template a clear name that describes its purpose, such as “Product dev workflow” or “Client onboarding statuses”.

After saving, this ClickUp status template is available whenever you select a workflow template at the same hierarchy level.

Use Save as on an existing ClickUp status template

You can also base a new template on one that already exists.

1. Edit the statuses in a space, folder, or list where a template is already applied.
2. Make your changes to the existing workflow.
3. Open the template options in the status settings.
4. Select Save as to create a new template from the modified workflow.
5. Enter a new name so you can distinguish it from the original template.

This method is ideal when you want a variation of an existing ClickUp status template without editing the original.

How to apply ClickUp status templates

Once you have status templates saved, you can apply them when editing workflows at any supported level.

Apply a ClickUp status template to a space, folder, or list

1. Open the space, folder, or list where you want to change statuses.
2. Go to the workflow or status settings for that location.
3. Open the Templates menu.
4. Browse or search for the desired status template.
5. Select the template to apply it to your current workflow.

The statuses in that location will update to match the selected template. If you only want a few minor changes after applying, you can edit the workflow directly without creating a new template.

Use status templates when migrating into a list

When you migrate statuses into a list, you can choose a special ClickUp status template named specifically for migration.

1. Open the list where you are migrating or adjusting statuses.
2. Start the status migration or conversion process from the workflow settings.
3. In the templates dropdown, select Use when migrating statuses into a list or the matching template provided.
4. Confirm the changes to update the list workflow.

This dedicated option helps standardize how statuses behave during migration scenarios.

Manage ClickUp status templates

After you create several status templates in ClickUp, you may want to rename or remove some of them to keep things organized.

Rename a status template in ClickUp

1. Open any space, folder, or list workflow settings.
2. Go to the status template selection area.
3. Locate the template you want to rename.
4. Use the available menu or options icon next to the template name.
5. Select Rename, then enter the new name and save.

Renaming templates makes it easier for teams to pick the right workflow at a glance.

Delete a ClickUp status template

If a workflow is no longer needed, you can remove its template.

1. Open workflow or status settings where templates are listed.
2. Find the template you want to remove.
3. Open the options menu associated with that template.
4. Select Delete or the removal option provided.
5. Confirm that you want to delete the template.

Deleting a status template does not change any existing workflows that currently use those statuses; it simply removes the template from your reusable options.

Best practices for using ClickUp status templates

To get the most value from status templates, follow a few simple practices:

• Use clear names: Include team, process, or department in the template name so anyone can recognize when to use it.
• Limit the number of templates: Too many similar templates can confuse users. Consolidate when possible.
• Standardize across teams: Agree on common workflows at the workspace level, then use local variations only where truly needed.
• Review templates regularly: Archive or delete templates that are outdated or unused.

Consistent use of ClickUp status templates makes it easier to report on progress and align teams around the same lifecycle stages.

More resources on ClickUp workflows

For an in-depth explanation of every option available for status templates, review the official product documentation here: Status templates help article.

If you want assistance designing scalable workflows, automation, and templates for your workspace, you can also explore consulting services at Consultevo.

By setting up and managing status templates effectively, your ClickUp workspace becomes faster to configure, easier to standardize, and simpler for every team member to use.

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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