Use Task Templates in ClickUp
Task templates in ClickUp help you standardize work, save time, and keep your team aligned. This guide explains how to create, apply, update, and manage task templates so you can quickly spin up consistent tasks across your Workspace.
By the end of this article, you will know how to turn any task into a reusable pattern, apply templates in clicks, and keep your library of templates organized.
What are task templates in ClickUp?
Task templates in ClickUp are reusable blueprints for tasks. Instead of rebuilding the same task structure over and over, you can save a complete task setup as a template and apply it whenever you need it.
A task template can store many details, depending on what you choose to include:
- Task name and description
- Custom fields and assignees
- Start and due dates
- Subtasks and checklists
- Attachments and comments (optional)
- Dependencies and relationships
Templates are available across locations where you have access, which makes it easy to keep processes consistent without manual copy-paste work.
How to create task templates in ClickUp
You can create a task template in ClickUp from any existing task that you have permission to edit. Use this when you already have a task that reflects a process you want to reuse.
Create a task template from an open task
- Open the task you want to save as a template.
- Click the ellipsis menu in the upper-right corner of the task window.
- Select Save as template.
- Enter a template name and optional description.
- Choose which elements to include or exclude, such as:
- Assignees
- Dates
- Attachments
- Comments
- Subtasks
- Custom fields
- Pick the location where the template should be stored, if prompted.
- Click Save to finish creating the template.
Once saved, the template becomes available in the template library for that task type and location, so you can apply it whenever you create or update tasks in ClickUp.
Save a task as a template from the task list
You can also create a task template in ClickUp directly from a List or Board view without opening the task in a full window.
- Locate the task in any view.
- Open the context menu for the task.
- Select an option to save the task as a template (wording may vary depending on view and layout).
- Configure the same options as when saving from an open task.
- Save the template.
This provides a quick way to build a library of templates while you browse tasks in a view.
How to apply task templates in ClickUp
After creating templates, you can apply them to new or existing tasks in ClickUp. Applying a template fills the task with the structure and data you saved, according to the options you select.
Apply a template when creating a task
- Create a new task from any view or location.
- In the new task window, open the template menu. This typically appears as a Templates button or icon.
- Browse or search for the template you want to use.
- Select the template to open the template settings.
- Choose how to apply the template, such as:
- Replace existing content in the task
- Merge template data with any details you already entered
- Include or exclude assignees and dates
- Confirm to apply the template.
The task will update with the template’s details, making it easy to start with a complete predefined structure.
Apply a template to an existing task
- Open the task where you want to apply a template.
- Click the Templates button or menu in the task.
- Select the template you want to apply.
- Decide whether to replace current task content or merge changes.
- Confirm the action.
Use this method when a task starts as a simple item and later needs to match a specific process or workflow in ClickUp.
Manage and edit task templates in ClickUp
Over time, you may need to update your templates as your processes evolve. You can manage templates using the template library in ClickUp.
Open the task template library
- From a task, open the Templates menu.
- Click an option like Browse templates or Manage templates.
- View the list of templates available for tasks in your current location.
Each template entry typically shows the template name, location, and who last updated it.
Edit an existing task template
- Open the template library for tasks.
- Find the template you want to modify.
- Choose Edit or an equivalent option.
- Update the template’s:
- Name and description
- Included elements (assignees, dates, attachments, etc.)
- Sharing or location, if available
- Save your changes.
Updated templates will apply the new configuration the next time someone uses them in ClickUp. Existing tasks that already used the template will not be automatically changed.
Rename, duplicate, or delete templates
You can keep your ClickUp template library organized by renaming, cloning, or removing templates that are no longer needed.
- Open the task template library.
- Open the options menu for a template.
- Select from available actions, such as:
- Rename to update the template name.
- Duplicate to create a similar template you can modify.
- Delete to remove the template from your library.
- Confirm any prompts to finalize the change.
Regular maintenance ensures your team always picks from current, accurate task templates in ClickUp.
Best practices for task templates in ClickUp
To get the most from task templates in ClickUp, follow these recommendations:
- Use clear names: Include the process and team in the template name, such as “Marketing – Blog Post Task”.
- Keep templates lean: Only include details that are truly reusable, and leave one-off information out.
- Limit dates in templates: Avoid hard-coded dates unless absolutely required; instead, set dates after applying the template.
- Review templates regularly: Schedule time to revise templates as your workflow changes.
- Document how to use them: Pair templates with standard operating procedures so team members know when and how to apply each template.
These practices help maintain reliable, easy-to-understand templates that support your workflows in ClickUp rather than causing confusion.
Learn more about task templates in ClickUp
For additional technical details and the latest product updates, see the official documentation on how to use task templates: Use task templates in ClickUp.
If you need help designing scalable processes and template strategies around your workspace, you can also explore resources and consulting services at Consultevo.
With well-structured task templates and consistent practices, your team can work faster and more accurately across every project you manage in ClickUp.
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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