{"article":{"id":6309918176535,"url":"https://clickup.zendesk.com/api/v2/help_center/en-us/articles/6309918176535.json","html_url":"https://help.clickup.com/hc/en-us/articles/6309918176535-Use-task-templates","author_id":1914483087205,"comments_disabled":false,"draft":false,"promoted":false,"position":11,"vote_sum":-2,"vote_count":4,"upvote_count":1,"downvote_count":3,"section_id":17043616404631,"created_at":"2022-05-24T23:40:16Z","updated_at":"2026-10-29T03:20:16Z","name":"Use task templates","title":"Use task templates","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-10-29T03:20:16Z","user_segment_id":null,"permission_group_id":4416814155671,"content_tag_ids":["01H7XHZXMYD67FWB5CJ2AHRBEY"],"label_names":["ab_true","Templates","Tasks"],"body":"

Reuse tasks by creating and applying task templates. Streamline processes, events, bug reports, and any other work you repeat regularly.

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What you'll need

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Create a task template

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To create a new task template:

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  1. \nCreate a task, or select an existing List.\n\n
    2. \n
  2. In the task's upper-right corner, click the ellipsis ... icon.
    3. \n
  3. Select Templates.
    4. \n
  4. Click Save as Template.
    5. \n
  5. Choose a name.\n\n
    6. \n
  6. In the lower-right corner, click Save Template.
    7. \n
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Task import options

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When creating a task template, you can choose to Import everything or Customize import items.

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If you select Import everything, the task template will include all task properties, fields, and settings.

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If you select Customize included items, you can choose what the template will include from the following options:

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Included itemDescription
AssigneesInclude task assignees.
AttachmentsInclude task attachments.
ChecklistsInclude task checklists.
Keep checked itemsCompleted checklist items will remain marked complete.
CommentsInclude task comments.
Copy settings for StatusesInclude all of the task's statuses as options.
Current task statusesSet the same task status as the task.
Custom FieldsInclude Custom Fields.
Formula Fields are not included.
DependenciesInclude task dependencies.
DescriptionInclude the task description.
Due datesInclude the task's due date and time.
DurationInclude the task duration.
FollowersInclude the task followers.
LinksInclude any task links.
PriorityInclude the task priority.
SubtasksInclude the task's subtasks.
There is a limit of 1,000 subtasks per task, including any deleted within the last 51 days. If applying the task template exceeds the subtask limit, then the template will fail to apply.
Start dateInclude the task's start date and time.
Recurring settingsInclude the task's recurring settings.
RelationshipsInclude the task's relationships.
TagsInclude any tags that have been added to the task.
Task TypesSet the same custom task type, if applicable.
Time EstimateInclude the task's time estimate.
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Apply a task template

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Repeat processes by applying task templates. Once a task template is applied, it cannot be undone. Check out our ClickUp University course Apply and Manage Templates.

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When you create a task from a template that includes Custom Fields, the template's Custom Fields are added to the task's List. If the List already has a different Custom Field with the same name, both fields stay on the List. You can merge Custom Fields to combine them.

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To apply a task template:

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  1. Open a task and in the upper-right corner, click the ellipsis ... icon.
    2. \n
  2. Select Templates.
    3. \n
  3. Click Apply a template.
    4. \n
  4. In the Template Center, search for a template. You can also filter for task templates using the left sidebar.
    5. \n
  5. You can hover over the template and click Quick Use. Or, select the template to edit it. Then, next to the template name, click the ellipsis... and select edit.
    6. \n
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You can also create an Automation to apply a template each time a new task is created to prevent the need for extra work.

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Your Automation should use the following trigger and action:

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\"Screenshot

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Use /Slash Commands to apply task templates

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To apply a task template using /Slash Commands:

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  1. Type /temp into a task title or description.
    2. \n
  2. Select the template.
    3. \n
  3. Press Enter.
    4. \n
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The template /Slash Command is also available when creating a new task in List view, Board view, Calendar view, Timeline view, Team view, Whiteboard view, and Workload view.

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Update a task template

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Update task templates to stay up-to-date with your processes. Once a task template is updated, the template cannot be reverted to its previous state.

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To update a task template:

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  1. In the Home Sidebar or Spaces Sidebar, next to a Space, Folder, Subfolder, or List, hover over the location and click the ellipsis ... icon. Or, right-click the location.
    2. \n
  2. Select Templates, then Update existing Template.
    3. \n
  3. Search for and select the existing template you want to update.
    4. \n
  4. Click Next.\n\n
    5. \n
  5. In the lower-right, click Save Template.
    6. \n
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Set a default task template for a List

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Automatically apply a template to all new tasks created in a List.

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Delete a task template

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Delete task templates you no longer need. Once a task template is deleted, it cannot be recovered.

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To delete a task template:

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  1. In the upper-left corner, click your Workspace.
    2. \n
  2. Select Templates and browse or search for the task template.
    3. \n
  3. Select the template.
    4. \n
  4. Next to the template's name, click the ellipsis ... icon.
    5. \n
  5. Click Delete.
    6. \n
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Remap subtask due dates

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Enable the Remap Subtask Due Dates ClickApp to automatically change subtask due dates by the same amount as their parent task is changed.

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For example, if you move the parent task due date back five days, all subtask dates will also be moved back five days.

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Remap dates when applying templates

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When you create a Space, Folder, Subfolder, or List template, you can choose to save its tasks' start and due dates when setting the template Import options.

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When you apply the template, you can choose to use the original task start and due dates or remap them. Instead of manually updating every task, all your tasks will be updated when the template is applied.

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