Use Folder templates to quickly set up new projects in your Workspace. You can browse our collection of prebuilt templates or create and use your own.
What you'll need
Apply a Folder template
Create a new Folder using a template.
To use a Folder template, you'll need permission to access the Folder that was used to create the template. This includes private and deleted Folders.
- In the Sidebar, hover over the Space where you want to add a Folder.
- Click the + icon.
- Select From Template.
- From the Template modal, search for a template from your Workspace or use a template created by the ClickUp community.
- You can search by selecting Folder from the Types menu on the left.
- You can search by selecting Folder from the Types menu on the left.
- Click a Folder template to see more detail.
- Select Use Template.
- Edit the Folder name, location, import options, and task start/due dates.
- In the lower-right, click Use Template.
Create a Folder template
To create a new Folder template:
- Create a Folder.
- Add any Lists, tasks, views, or Automations you want to save as a template.
- In the left Sidebar, hover over the name of your Folder.
- Click the ellipsis ... menu.
- Select Templates.
- Click Save as Template.
- Add a template name, description, tags, sharing options, and import options.
- In the lower-right corner, click Save.
Update a Folder template
To update an existing Folder template:
- Create a new Folder using an existing template.
- Make any changes and updates to its Lists, tasks, views, and Automations.
- In the left Sidebar, hover over the Folder you just created.
- Click the ellipsis ... menu.
- Select Templates.
- Click Update existing Template.
- Search for and select the template you want to update.
- In the lower-right corner, click Next.
- Make any updates to your template name, description, tags, sharing options, and import options.
- In the lower-right corner, click Save.
Delete a Folder template
If you don't need a template anymore, you can delete it. Deleting a Folder template is permanent and can't be undone.
To delete a Folder template:
- In the lower-left corner, click your personal avatar.
- Click Template Center.
- Search for and select the template you want to delete.
- Click Delete Template.
- To confirm, click Delete template.
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