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Set a default task template for Lists

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

Default task templates are automatically applied to tasks you're drafting in two scenarios:

  • When you select a List with a default task template set when quick-creating a task.
  • When you create a task in List view by clicking Add Task under any group.
    Screenshot of the Add Task button.png

Automations that use the Task created Trigger and the Apply a template Action will not trigger on tasks created in Lists that use a default task template.

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.

This article covers versions 3.0 and 4.0. Learn what's new in ClickUp 4.0!

Set a default task template in ClickUp 4.0

There are multiple ways to set a default task template for a List in ClickUp 4.0.

From your Home Sidebar

To set a default task template from your Home Sidebar:

  1. In your Global Navigation, click Home.
  2. In the Spaces section of your Home Sidebar, hover over the List and click the ellipsis ... icon.
    • Alternatively, right-click the List. 
  3. Hover over Templates and click Default Task Template.
    Screenshot of the default task template option.png
  4. Select a task template.
  5. Click Use Template.
  6. The template will be applied to all new tasks created in the List.

From the Spaces Sidebar

To set a default task template from the Spaces Sidebar:

  1. In your Global Navigation, click Spaces.
    • If you don't see the item in your Global Navigation, click More and select it.
    • To keep the item visible in your Global Navigation, pin it.
  2. In the Spaces Sidebar, hover over the List and click the ellipsis ... icon.
    • Alternatively, right-click the List.
  3. Hover over Templates and click Default Task Template.
  4. Select a task template.
  5. Click Use Template.
  6. The template will be applied to all new tasks created in the List.

Set a default task template in ClickUp 3.0

In ClickUp 3.0, you can set a List's default task template from the Sidebar:

  1. In the Sidebar, hover over the List and click the ellipsis ... icon.
    • Alternatively, right-click the List. 
  2. Hover over Templates and click Default Task Template.
  3. Select a task template.
  4. Click Use Template.
  5. The template will be applied to all new tasks created in the List.

Remove a default task template in ClickUp 4.0

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.

There are multiple ways to remove a List's default task template in ClickUp 4.0.

From your Home Sidebar

To remove a default task template from your Home Sidebar:

  1. In your Global Navigation, click Home.
  2. In the Spaces section of your Home Sidebar, hover over the List and click the ellipsis ... icon.
    • Alternatively, right-click the List.
  3. Hover over Templates.
  4. Hover over the default task template and click the x icon to the right.
  5. Confirm you want to remove the default task template by clicking Remove.
  6. New tasks won't have any task template applied.

From the Spaces Sidebar

To remove a default task template from the Spaces Sidebar:

  1. In your Global Navigation, click Spaces.
    • If you don't see the item in your Global Navigation, click More and select it.
    • To keep the item visible in your Global Navigation, pin it.
  2. Hover over the List in the Spaces Sidebar and click the ellipsis ... icon.
    • Alternatively, right-click the List.
  3. Hover over Templates.
  4. Hover over the default task template and click the x icon to the right.
  5. Confirm you want to remove the default task template by clicking Remove.
  6. New tasks won't have any task template applied.

Remove a default task template in ClickUp 3.0

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.

In ClickUp 3.0, you can remove a List's default task template from the Sidebar:

  1. In the Sidebar, hover over the List and click the ellipsis ... icon.
    • Alternatively, right-click the List. 
  2. Hover over Templates.
  3. Hover over the default task template and click the x icon to the right.
  4. Confirm you want to remove the default task template by clicking Remove.
  5. New tasks won't have any task template applied.