Create tasks that already have Task templates applied!

What you'll need

• Pinned templates are available on every plan.
• Guests with full permissions can use Pinned templates when creating tasks.
• Pinned templates are only available on ClickUp 3.0.
• Each List can have up to 20 Pinned templates.

Pin a Task template

To pin a Task template:

1. Open a List.
2. Hover over New Task and click the expand icon to the right.
3. Click Templates.
4. Select Pin a template.
   
5. Select your template from the Template Center.
6. Click Use Template.

Create tasks and subtasks from Pinned templates

After pinning a Task template, you can quickly create tasks and subtasks from them.

Create tasks

To create a task from a Pinned template:

1. Open a List.
2. Hover over New Task and click the expand icon to the right.
3. Select Templates.
4. Click the Task template you want to apply to your new task.
5. The new task is automatically created.

Create subtasks

To create a subtask from a Pinned template:

1. Open a List.
2. Hover over a task and click the expand icon to the right of the Create subtask icon.
3. Select Templates.
4. Click the Task template you want to apply to your new subtask.
5. The new subtask is automatically created.

Set a Pinned template as the Default Task template

To set a Pinned template as your Default Task template:

1. Open a List.
2. Hover over New Task and click the expand icon to the right.
3. Select Templates.
4. Hover over the Task template and click the ellipsis ... menu.
5. Click Set Default Task Template.
6. The Pinned task template will display Default to the right of it in the Pinned Templates menu.

Replace or remove Pinned templates

You can replace or remove Pinned templates from your List.

Replace a Pinned template

To replace a Pinned template with another Task template:

1. Open a List.
2. Hover over New Task and click the expand icon to the right.
3. Select Templates.
4. Hover over the Task template and click the ellipsis ... menu.
5. Click Replace.
6. Select your template from the Template Center.
7. Click Use Template.

Remove a Pinned template

To remove a Pinned template from your List:

1. Open a List.
2. Hover over New Task and click the expand icon to the right.
3. Select Templates.
4. Hover over the Task template and click the ellipsis ... menu.
5. Click Remove from pins.

Updated October 27, 2023 02:56