How to Use ClickUp Task List Templates

ClickUp task list templates help you turn repeated work into simple, reusable workflows so you can launch projects faster and keep every task organized in one place.

This step-by-step guide walks you through how to access, customize, and reuse task list templates, based strictly on the official instructions and use cases described in the ClickUp Task List Templates overview.

Why Use ClickUp Task List Templates

Task list templates are pre-built collections of tasks, subtasks, and fields that you can reuse whenever you start a similar project or process.

According to the ClickUp documentation, list templates help you:

Standardize workflows across teams and projects
Launch projects quickly without rebuilding the same tasks
Keep task details consistent and complete
Align project planning, execution, and reporting

Instead of manually recreating an entire list for each new client, campaign, sprint, or event, you create one solid list once and turn it into a reusable template.

Understanding ClickUp Task List Templates

In ClickUp, a task list template is more than just a collection of task names. It can include structure, metadata, and views so your team sees the right information immediately.

Based on the source guide, a list template can contain:

Tasks and subtasks with descriptions, assignees, and due dates
Custom fields to track budgets, priorities, or stakeholders
Statuses that match your workflow stages
Views such as List, Board, or Calendar, tailored for that workflow
Automations that trigger when statuses or fields change

This lets you build complex yet repeatable project setups only once and reuse them every time you need them.

How to Create a Task List Template in ClickUp

Follow these steps to build a task list and save it as a template you can reuse.

Step 1: Build Your Ideal List in ClickUp

Create a new List inside the appropriate Space and Folder.
Add all the tasks and subtasks your process requires.
Configure statuses that reflect your workflow (for example, To Do, In Progress, Review, Done).
Add Custom Fields for important data such as budget, client, or priority.
Set up views like Board, Calendar, and Gantt to match how your team prefers to work.

The ClickUp article recommends doing this with a real project so your template reflects what you truly need, not just a theoretical setup.

Step 2: Clean and Finalize the List

Before turning the list into a template, prepare it so that future projects will start clean:

Remove one-off tasks that do not belong in every project.
Clear personal comments or project-specific notes.
Replace actual names or dates with placeholders where necessary.
Confirm that Custom Fields and statuses are clearly labeled.

The goal is a reusable ClickUp list that works for many similar projects.

Step 3: Save the List as a Template

Once your list is ready, save it as a template directly from the list menu.

Open the List you want to turn into a template.
Open the List settings or menu and choose the option to save the List as a template.
Give your template a clear, descriptive name (for example, “Client Onboarding List” or “Marketing Campaign List”).
Add an optional description explaining when and how to use it.
Choose which elements to include, such as tasks, Custom Fields, views, and Automations.

After you confirm, the template is stored in your ClickUp template library and can be applied to new Lists.

How to Apply a ClickUp Task List Template

Once a template is created, you can use it to spin up a new project list in just a few clicks.

Step 1: Create a New List

Navigate to the Space and Folder where you want the new list to live.
Click to create a new List.
Look for template options in the creation dialog.

Instead of starting with a blank list, you will select from ClickUp templates that your workspace has saved.

Step 2: Choose the Right ClickUp Template

Open the template library within the List creation flow.
Search or browse for the task list template you created earlier.
Review the template description to confirm it fits your use case.
Select the template and apply it to the new List.

ClickUp then generates a fully structured List with all tasks, fields, and views ready to customize for the new project.

Step 3: Customize for the Current Project

After the template is applied, adapt the list to the specific project:

Update task names with client or campaign details.
Set realistic start and due dates.
Assign tasks to the correct team members.
Adjust priorities and Custom Fields as needed.

You now have a ready-to-run project plan based on your standardized ClickUp structure.

Popular ClickUp Task List Template Use Cases

The official ClickUp blog highlights many ways teams use task list templates to speed up work and keep processes consistent.

Project Management and Operations

Project launch checklists
Sprint planning and backlog lists
Standard operating procedures (SOPs)
Recurring internal process audits

Marketing and Creative Workflows

Content production pipelines for blogs, videos, or podcasts
Campaign launch lists with approval steps
Social media post calendars
Creative request intake and review flows

Client Services and Onboarding

Client onboarding task lists
Implementation or setup projects
Account review and reporting schedules
Renewal and upsell playbooks

Each of these workflows can be captured once as a ClickUp list template and reused for every similar engagement.

Tips to Optimize ClickUp Templates for Your Team

To get the most from your task list templates, follow the best practices outlined in the ClickUp guide and adapt them to your workspace.

Keep Templates Focused

Avoid bloated templates packed with every possible task. Instead:

Start with the core steps that always happen.
Use separate templates for very different processes.
Document optional tasks in the description or a reference task.

Use Clear Naming Conventions

Make templates easy to find and understand by:

Including the team or function (for example, “Marketing – Launch Checklist”).
Adding the process type (Onboarding, Audit, Campaign, Sprint).
Writing a short description explaining when to use it.

Review and Improve Templates Regularly

Your workflows will evolve, so your ClickUp templates should too.

Schedule periodic reviews of your most-used templates.
Ask team members which steps are missing or unnecessary.
Update Custom Fields, statuses, and automations as your process matures.

Next Steps with ClickUp Task List Templates

By building and applying task list templates, you create a repeatable system that keeps projects organized and saves hours of setup work in ClickUp.

To go deeper into optimizing your workspace and processes alongside your templates, you can also explore expert workflow and implementation guidance from consultants like Consultevo.

Start by identifying one recurring project type in your organization, design a complete list around it, and turn it into a ClickUp task list template. Then, refine it after each use so your team’s workflow becomes smoother and more predictable over time.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`