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Use Space templates

Space templates are a great way to give your teams, departments, and large projects a head start.

Using agile project management? Try our Agile Management Space templates!

What you'll need

  • Space templates are available on every plan.
  • Guests can't use Space templates.
  • Limited members with edit or full edit permissions can use Space templates.

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

Spaces Home

View, show, and hide all of the available Spaces in your Workspace using All Spaces.

Use a Space template

Create a new Space using a template.

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

To use a Space template:

  1. Hover over the Space and click the plus icon.
  2. In the Create menu, click Templates.
  3. In the Template Center's left sidebar, in the Template Types section, ensure Space is selected.
  4. Search for and select a Space template.
  5. From the open template, click Use Template.
  6. From the Use Space Template modal, configure the following settings:
    • Space name: Space names must be 32 characters or fewer.
    • Import everything: Import the template exactly as is.

    • Customize import items: Import select items from the template.

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

    • Import as is: Use the task start dates and due dates included in the template.
    • Remap Dates: Create custom task start dates and due dates.
    • Do you want to include archived tasks?:
      • No: Do not include archived tasks.
      • Yes, include archived tasks: Include archived tasks and keep them archived.
      • Yes, include and unarchive tasks: Include archived tasks and unarchive them.
    • In the lower-right corner, click Use Template.
    • Your Space now uses the selected Template.

Create a Space template

Create a Space with the Folders, Lists, tasks, views, and Automations you want and save it all as a template.

To create a Space template:

  1. Hover over the Space and click the ellipsis ... icon. Or, right-click the Space.
    • In ClickUp 4.0, Spaces live in the Home Sidebar and Spaces Sidebar.
    • In ClickUp 3.0, Spaces live in the Sidebar.

  2. Hover over Templates, then click Save as Template.

  3. From the Save as new Template modal, configure the following settings:

    • Template name: Name the template. 
    • Add description: Optionally, add a description so your teammates can quickly understand the uses for this template. 
    • Add tags: Optionally, add tags to identify and categorize tasks.
    • Share with: 
      • All members: Share with all members in this Workspace. 
      • Only me: Do not share with anyone. 
      • Select people: Select people to share with. 
      • Everyone (including guests): Share with everyone, including guests and limited members. 
      • Admins only: Share with admins only.
    • Public sharing: Share with a public link.
    • Import everything: Import the template exactly as is.
    • Customize import items: Import select items from the template.

  4. Click Save Template.

Any required views are saved when creating a Space Template and will be used when the Template is applied to new Spaces. 

Update a Space template

Create a new Space using an updated template.

To update a Space template:

  1. Hover over the Space and click the ellipsis ... icon. Or, right-click the Space.
    • In ClickUp 4.0, Spaces live in the Home Sidebar and Spaces Sidebar.
    • In ClickUp 3.0, Spaces live in the Sidebar.
  2. Hover over Templates, then click Update existing Template.
  3. From the modal, browse or search for a template. 
  4. Select the template and click Next.
  5. From the Update existing Template modal, configure the following settings:
    • Add description: Optionally, add a description so your teammates can quickly understand the uses for this template. 
    • Add tags: Optionally, add tags to identify and categorize tasks.
    • Share with: 
      • All members: Share with all members in this Workspace. 
      • Only me: Do not share with anyone. 
      • Select people: Select people to share with. 
      • Everyone (including guests): Share with everyone, including guests and limited members. 
      • Admins only: Share with admins only.
      • Public sharing: Share with a public link.
    • Import everything: Import the template exactly as is.
    • Customize import items: Import select items from the template.
  6. Click Save Template.

Delete a Space template

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

To delete a Space template:

  1. Hover over the Space and click the plus icon.
    • In ClickUp 4.0, Spaces live in the Home Sidebar and Spaces Sidebar.
    • In ClickUp 3.0, Spaces live in the Sidebar.
  2. In the Create menu, click Templates.
  3. In the Template Center's left sidebar, in the Template Types section, ensure Space is selected.
  4. Search for and select a Space template.
  5. From the open template, to the right of the template name, click the ellipsis ... icon
  6. Select Delete Template.