Add a template to your library

  • Updated

From the Template Center, you can browse a selection of templates for Spaces, Folders, Lists, tasks, Docs, views, and checklists. You can add a ClickUp community template to your Workspace's library so it's easy to find and apply whenever you need it.
After you save templates to your library you can share them and add preview images.

Note: 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 ClickUp Plan.

  • Anyone, including guests, can use templates.

    • Note: Guests only have access to templates for Docs, tasks, and views.

Add a template

  1. From the Sidebar, click the ellipsis ... next to a Space, Folder, or List.

  2. Select Templates, then Browse Templates.

    • Tip: 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.

  3. From the Template Center, select a template.

  4. Click Add to Library.

    Screenshot of template preview.
  5. Rename the template, add a description, share it, or give it a preview image.

  6. The template is now pinned to the top of your Template Center, and the original version is still available in the ClickUp Community section.

    Screenshot of a template saved in a Workspace's template library.
  7. Click Quick Use to use right away, or click the template to open and customize it.

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