Automatically apply a template to all new tasks created in a List.
What you'll need
- Default task templates for Lists can be set on every ClickUp plan.
-
Guests cannot set default task templates for Lists.
- If a default task template is private, only users with access to it will have it applied to newly-created tasks.
- Tasks created from Forms override default task templates for Lists.
Set a default task template
Set an existing task template that is applied to all new tasks created in a List:
- From the Sidebar, hover over the List and click the ellipsis ... icon.
- Select Templates.
- Click Default Task Template.
- Select a task template.
- Click Use Template.
- The template will be applied to all new tasks created in the List.
The default task template is automatically applied to tasks you're drafting in two scenarios:
-
When you create a task in List view by clicking + New task under any group.
- When you select a List with a default task template set when quick-creating a task.
Remove a default task template
To create blank tasks by default or set a new default task template for your List, remove the current default task template.
Removing a default task template doesn't delete the template or remove it from any existing tasks.
To remove the current default task template:
- In the Sidebar, hover over the List and click the ellipsis ... icon.
- Select Templates.
- Hover over the default task template and click the x icon to the right.
- Confirm you want to remove the default task template by clicking Remove.
- New tasks won't have any task template applied.