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

• Folder templates are available on plan.
• Guests can't use Folder templates.
• Members and above can create, edit, apply, and delete templates.
• Folder templates include Sprints. 
   

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

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.

1. Hover over the Space where you want to add a Folder.
   • In ClickUp 4.0, Spaces live in the Home Sidebar and Spaces Sidebar.
   • In ClickUp 3.0, Spaces live in the Sidebar.
2. Click the plus icon and select Templates.
3. In the Template Center, search for a template from your Workspace or use a template created by the ClickUp community. 
   • You can search by selecting Folder from the Template Types menu on the left.
     
4. Click a Folder template to see more detail.
5. Select Use Template. 

6. Edit the Folder name, location, import options, and project date options. 

   Learn more about remapping dates.

   If you choose to include Custom Fields, Formula Fields will not be included.

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

Create a Folder template

To create a new Folder template:

1. Create a Folder or use an existing Folder.
   • If necessary, add any Lists, tasks, views, or Automations you want to save as a template.
2. Hover over the Folder and click the ellipsis ... icon. Or, right-click the Folder.
   • In ClickUp 4.0, Folders live in the Home Sidebar and Spaces Sidebar.
   • In ClickUp 3.0, Folders live in the Sidebar.
3. Hover over Templates, then click Save as Template. 
4. Add a template name, description, tags, sharing options, and import options.
5. In the lower-right corner, click Save Template.

Folder statuses are not included in templates if the statuses are inherited from a Space. If you want to use inherited statuses in new Folders, you can create a status template from the Space-level statuses.

Update a Folder template

To update an existing Folder template:

1. Create a new Folder from a Folder template.
2. Make all changes to the new Folder.
3. Hover over the Folder and click the ellipsis ... icon. Or, right-click the Folder.
   • In ClickUp 4.0, Folders live in the Home Sidebar and Spaces Sidebar.
   • In ClickUp 3.0, Folders liver in the Sidebar.
4. Hover over Templates, then click Update existing Template.
5. Search for and select the Folder template you want to update.
6. In the lower-right corner, click Next.
7. Update the name, sharing, or import options.
8. In the lower-right corner, click Save Template.

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:

1. In the upper-left corner, click your Workspace avatar.
2. Click Templates.
3. In the Template Center, search for and select the template you want to delete.
4. In the open template next to the template name, click the ellipsis ... icon.
5. Click Delete template. 
6. To confirm, click Delete.