Reuse Lists in your Workspace when setting up new projects for your team!

What you'll need

• Templates are available on every ClickUp plan.
• Guests can't use List templates.
• Members and above can create, edit, apply, and delete templates.

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

Create a List template

You can save a List as a template to reuse it for future projects.

To create a List template:

1. Create a List or select an existing List.
   • If necessary, add the tasks, views, and Automations that you would like to save as a template.
2. Hover over the List and click the ellipsis ... icon. Or, right-click the List.
   • In ClickUp 4.0, Lists live in the Home Sidebar and Spaces Sidebar.
   • In ClickUp 3.0, Lists are in the Sidebar.
3. Hover over Templates, then click Save as Template.
4. Customize the template.
5. In the lower-right corner, click Save.

Create a List from a template

Repeat processes and recreate workflows by creating a new List from a template. 

To use a List template, you'll need permission to access the List that was used to create the template. This includes private and deleted Lists.

To create a new List from a template:

1. Hover over the Space or Folder where you want to add a List.
   • In ClickUp 4.0, Spaces and Folders live in the Home Sidebar and Spaces Sidebar.
   • In ClickUp 3.0, Spaces and Folders live in the Sidebar.
2. Click the plus icon and select Templates.
3. From the Template Center, search for a template. You can also filter for List templates using the sidebar.
4. There are two ways to apply the template to your new List:

   • Customize the new List by clicking a template and choosing which information you want to include. Click Use Template to finalize.

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

   • Immediately create a List from the template by hovering over the template and clicking Quick Use.

Update a List template

Update List templates to stay up-to-date with your processes. Once a List template is updated, the template cannot be reverted to its previous state.

1. Apply a List template to an existing or new List.
2. Make any changes and updates to the tasks, views, and Automations.
3. Hover over the List and click the ellipsis ... icon. Or, right-click the List.
   • In ClickUp 4.0, Lists live in the Home Sidebar and Spaces Sidebar.
   • In ClickUp 3.0, Lists live in the Sidebar.
4. Hover over Templates, then click Update existing Template.
5. Search for and select the existing template you want to update.
6. Click Next.
   • You can rename your template and update its sharing and import preferences.
7. In the lower-right, click Save.

Delete a List template

Delete List templates you no longer need.

Deleted templates cannot be recovered from the Trash.

1. From the Template Center, select the template.
2. Next to the template name, click the ellipsis ... icon.
3. Select Delete template.
4. To confirm, click Delete.

Set a default task template for a List

Automatically apply a template to all new tasks created in a List.