How to Use View Templates in ClickUp

View templates in ClickUp let you quickly reuse your favorite view setups so you can standardize layouts, filters, and visible fields across your Workspace without rebuilding everything from scratch.

This guide explains what view templates are, how they work, and the exact steps to create, apply, update, and manage them in your account.

What Are View Templates in ClickUp?

A view template is a reusable configuration that captures how a view looks and behaves. When you save a view as a template, ClickUp remembers your layout and options so you can apply them again in other places.

Each view template can include settings like:

• The type of view, such as List, Board, or Calendar
• Filters and sorting options
• Visible columns, including Custom Fields
• Grouping and swimlanes where supported
• View-specific options such as task details and display preferences

Using these templates helps keep your Workspace consistent and reduces setup time when building new views.

Where View Templates Work in ClickUp

View templates are available in many places in ClickUp where you create or manage views. While some options depend on the specific view type, you can typically use templates on:

• Spaces
• Folders
• Lists
• Dashboards, for applicable widgets and layouts

The exact options you see may vary depending on your current plan and feature availability in your Workspace.

How ClickUp View Templates Work

When you apply a view template in ClickUp, the saved configuration is copied into the current view. From that moment forward, the view is independent, so any changes you make will not affect the original template.

Key behaviors to remember:

• Applying a template overwrites the current view’s layout and filters.
• Template changes do not sync to existing views that used that template previously.
• You can update a template later based on an adjusted view.
• Only people with the right permissions can create or manage templates for a Workspace.

How to Create a View Template in ClickUp

Before saving a template, first set up a view exactly how you want new views to look. Adjust filters, columns, grouping, and any view-specific options.

Step-by-step: Save a View as a Template

1. Open the Space, Folder, or List that contains the view you want to use as your base.

2. Select the view at the top of the screen (for example, a List or Board view).

3. Configure the view:

   • Adjust filters and sorting.
   • Show or hide columns and fields.
   • Set grouping, swimlanes, or layout options.
   • Choose any other view settings relevant to your workflow.

4. Click the view settings menu (often represented by three dots or a similar icon next to the view name).

5. Choose the option to save or add as a template. The label may vary by view type.

6. Enter a clear name for your template so others in ClickUp can recognize how and when to use it.

7. Confirm to save the template.

Your new view template is now available to apply in other places that support templates for that view type.

How to Apply a View Template in ClickUp

Once you have templates configured, you can apply them when you create a new view or to an existing one, depending on the options shown in your Workspace.

Apply a Template When Creating a New View

1. Navigate to the Space, Folder, or List where you want to add a new view.

2. Click the + View button or similar option in the view bar.

3. Select the view type you want to create, such as List, Board, or Calendar.

4. In the setup panel, look for the section to use or apply a view template.

5. Choose the desired template from the list of available templates.

6. Create the view. The new view will open with all layout and filter settings from the template already applied.

Apply a Template to an Existing View

If supported for the view type, you can start from an existing view and then apply a template.

1. Open the view you want to reconfigure.

2. Open the view settings menu.

3. Choose the option to apply or load a view template.

4. Select the template you want to use.

5. Confirm that you want to update the current view with the template settings.

The view will refresh using the settings stored in the selected template.

How to Update a View Template in ClickUp

You can refine a template over time by adjusting a view and then saving those adjustments back into the same template.

Steps to Update an Existing Template

1. Open a view that was originally created from the template you want to modify, or recreate the desired configuration manually.

2. Change filters, columns, grouping, or other layout options as needed.

3. Open the view settings menu.

4. Select the option to update or overwrite a template.

5. Choose the existing template you want to update.

6. Confirm that you want to replace the previous template settings with the current view configuration.

After saving, anyone who applies that template in ClickUp going forward will see your latest configuration, but existing views that used the older version remain unchanged.

How to Manage View Templates in ClickUp

Over time, you may accumulate multiple templates. Managing them keeps your Workspace clean and makes it easier for your team to choose the right ones.

Access Your Template Library

1. Open any location where you can add a view.

2. Start the process of adding a new view of the relevant type.

3. In the template selection area, look for a link or button to manage templates.

4. Open the management view to see your existing templates for that view type.

Rename or Remove Templates

Within the template management area, you can typically:

• Rename templates to clarify their purpose.
• Delete templates that are no longer needed.
• Review basic details about each template.

Remove old or confusing templates regularly so your team can quickly select the correct configuration when building new views in ClickUp.

Best Practices for ClickUp View Templates

To get the most value from view templates in ClickUp, follow these recommendations:

• Standardize naming. Use clear names that explain scope and purpose, such as “Sales Pipeline Board” or “Engineering Sprint List.”
• Keep templates focused. Build templates around specific workflows instead of trying to cover every case.
• Document usage. Add internal documentation showing when each template should be used and by whom.
• Review regularly. As your processes change, update or replace templates to match new standards.
• Limit who edits templates. Ensure only experienced admins and builders adjust templates to avoid accidental changes.

Learn More About ClickUp View Templates

For the most accurate and up-to-date reference, including interface changes and plan-specific details, visit the official documentation for view templates in ClickUp at this support article.

If you want expert help optimizing your workspace structure, templates, and automation strategy, you can also explore consulting services such as Consultevo for tailored implementation support.

By setting up and maintaining well-designed view templates, you make it faster and easier for every team member to access information consistently and manage their work efficiently 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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