Folder Templates

  • Updated

Folder Templates make it easy to get started with ClickUp!

Browse our powerful collection of prebuilt templates created by our ClickUp community! Or create and use templates for your team that live within your Workspace.

Find a Folder Template

  1. Select the + button from the sidebar next to the Space you wish to add a Folder to.

  2. Or click on the Folder settings ellipsis for an existing Folder you want to apply a template to.

  3. Select Templates and then Browse Templates
    Screenshot highlighting the Browse Templates option.

  4. Search for a template from your Workspace or from the ready-to-use templates created by our ClickUp community.

  5. Filter by template type to just see Folder templates.

  6. Select a Folder template to see more detail.
    Screenshot of the Template Center filtering to only shwo Folder templates

  7. Select Use Template

  8. Add a Folder name, location, import options, and more.

  9. Select Use Template.

You'll see a message that your Folder has been created, and it will appear in the sidebar! 

Create a Folder Template

  1. Create a Folder and add Lists, tasks, views, and Automations that you would like to save as a template.

  2. Click the Folder's ellipsis ... in the sidebar

  3. Select Templates

  4. Select Save as Template

  5. Choose a name, add a description (optional), and select sharing settings.

  6. Select your Import options.

Screenshot showing the 'Save as new Template' modal.

Update a Folder Template

  1. Create a new Folder using an existing template.

  2. Make any changes and updates to the Lists, tasks, views, and Automations.

  3. Click the Folder's ellipsis ... in the sidebar.

  4. Select Templates

  5. Select Update Existing Template

  6. Search for and choose the existing template you wish to update.

  7. Click Next.

  8. Optional: rename and update the sharing preferences for your template.

  9. Select your Import options.

  10. Click Save.

Delete a Folder Template

Need to tidy up your Folder templates? Consider deleting ones you no longer need.

Once you delete a template, it's gone forever.

  1. Open the Template center.

  2. Select the template you wish to delete.

  3. In the template preview, select Delete Template

Screenshot highlighting the 'Delete template' option in a template mod

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