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.
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 plus icon.
- Select From template.
- 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.
- You can search by selecting Folder from the Template Types menu on the left.
- Click a Folder template to see more detail.
- Select Use Template.
- Edit the Folder name, location, import options, and project date options.
Learn more about remapping dates. - In the lower-right corner, click Use Template.
Create a Folder template
To create a new Folder template:
- Create a Folder or use an existing Folder.
- If necessary, add any Lists, tasks, views, or Automations you want to save as a template.
- In the Sidebar, hover over a Folder.
- Click the ellipsis ... icon.
- Select Templates.
- Click Save as Template.
- Add a template name, description, tags, sharing options, and import options.
- 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:
- Create a new Folder from a Folder template.
- Make all changes to the new Folder.
- In the Sidebar, hover over the new Folder and click the ellipsis ... icon.
- Click Templates.
- Select Update existing Template.
- Search for and select the Folder template you want to update.
- In the lower-right corner, click Next.
- Update the name, sharing, or import options.
- 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:
- In the upper-left corner, click your Workspace avatar.
- Click Apps and select Template Center.
- From the Template Center, search for and select the template you want to delete.
- Next to the template name, click the ellipsis ... icon.
- Click Delete template.
- To confirm, click Delete.