From the Template Center, you can browse a selection of templates for Spaces, Folders, Lists, tasks, Docs, views, checklists, and Whiteboards. You can add templates from the ClickUp community to your Workspace's library so they are easy to find and apply.
After you save templates to your library, you can share and customize them.
Templates can also be applied to subtasks and statuses, but these types are not accessed from the Template Center.
What you'll need
- Templates are available on every plan.
- Guests only have access to templates for tasks, Docs, views, checklists, and Whiteboards.
- Guests with edit or full permissions can add templates to your library.
Add a template to your Workspace's library
To add a template to your library:
- Hover over the Space, Folder, or List and click the ellipsis ... icon.
- In ClickUp 4.0, these items are in the Spaces Sidebar.
- In ClickUp 3.0, these items are in the Sidebar.
- Select Templates, then Browse Templates.
- You can also access the Template Center from a task, subtask, Doc, view, checklist, or the Add/Edit Statuses modal. Choices for these locations vary.
- In the Template Center's left sidebar, select Featured or ClickUp Templates.
- Learn more about our Featured, Workspace, and ClickUp Templates.
- Select a template.
- In the open template, to the right of the template name, click the ellipsis ... icon.
- Select Add to Workspace.
- You can rename the template, add a description, share it, or give it a preview image.
- The template is now displayed at the top of your Template Center, and the original version is still available in the Featured or ClickUp Templates section.