Checklist templates allow you to quickly set up consistent processes. You can use them to replicate your most-used checklists and complete tasks more efficiently.

Templates are not confined to checklists. You can also use templates for Spaces, Folders, Lists, and tasks!

What you'll need

• Checklist templates are available on every plan.
• Guests can use checklist templates depending on their permissions:
  • Full: Can create, edit, remove, and apply checklist templates.
  • Edit: Can create, edit, and apply checklist templates, but cannot remove them from tasks.
  • Comment: Cannot use templates.
  • View only: Cannot use templates.
• Tasks can have up to 250 checklists. Checklists can have up to 500 items. Checklist item descriptions cannot exceed 2,000 characters.

Create a checklist template

To create a new checklist template:

1. Open a task with a checklist.
2. Scroll down to the Checklists section.
3. Hover over the checklist you want to turn into a template and click the ellipsis ... icon.
4. Select Save as Template.
5. Type the name of your new template.
6. Select who to share the template with:
   • All Members: Members, admins, and the Workspace owner can see and use this template.
   • Only Me: No one else will be able to see or use this template.
   • Select people: Select the individuals you would like to share this template with from a list of people in your Workspace.
   • Everyone (including guests): Everyone in the Workspace can see and use this template.
   • Admins: Only admins and the Workspace owner can see and use this template.
     

     Only the Workspace owner and admins can choose this option.

7. In the lower-right corner, click Save Template.

Apply a checklist template

You can manually apply a checklist template to tasks or set up an Automation to do it for you.

Apply a checklist template to tasks

To apply a checklist template to a task:

1. In the lower-left, hover over the Checklists section and click Use Template.
   • If the task doesn't have any checklists, click + Create Checklist, then hover over your new checklist and click Use Template.
2. Search for and select a checklist template.
3. Click Use Template in the upper-right to confirm.

Apply a checklist template via Automation

To apply a checklist template via Automation:

1. In the upper-right corner of the view, click the lightning icon or Automate.
   

   Automations can't be added to Everything view. In ClickUp 4.0 Everything view is called All tasks.

2. From the dropdown on the right, select the Apply a template Action.
3. Click the Select a template dropdown.
4. Select your template.
5. In the upper-right, click Use Template to confirm.
6. On the left, click the dropdown to choose an Automation Trigger.
   

   Automation Triggers will fire on all tasks within the selected Space, Folder, or List.

7. In the lower-right corner, click Create.

Edit an existing checklist template

To edit an existing checklist template:

1. Open a task and scroll down to hover over the Checklists section.
2. Click + Create Checklist and then select the Use Template button.
3. Select the template you wish to edit.
4. Click Use Template to apply the checklist template to your task.
5. Make any desired changes to the checklist in the task.
6. Hover over the checklist name and click the ellipsis ... icon.
7. Select Update existing Template.
8. Select the same checklist template you applied and click Next.
9. In the lower-right corner, click Save Template.

Delete a checklist template

To delete a checklist template from the Template Center:

1. Search for and select the checklist template.
2. In the upper-left, click the ellipsis ... icon.
3. Select Delete. 
   

   Deleted checklist templates cannot be recovered.

4. To confirm, click Delete.