Did you create the perfect project plan? Turn it into a template with timelines, assignees, and key info for next time!

Looking for a ready-to-use ClickUp 4.0 template? Check out our Featured templates.

What you'll need

• Templates are available on every plan.
• Guests only have access to templates for Docs, tasks, views, checklists, and Whiteboards.
• Guests with edit or full permissions can create templates.

Create a template

To create a template:

1. Expand the location or open the item.
2. Click the ellipsis ... to open the settings menu.
3. Select Templates.
4. Click Save as Template.
5. From the Save as new Template modal, type a template name.
   • Optional: Add a description, tags, and select sharing options. When you create, update, or apply a template, all options, project dates, and archived tasks are included in the duplicate by default. You can update this by selecting Customize import items. 
     
     
6. Click Save Template.

Template types

Learn more about template types for different items and locations:

• Spaces
• Folders
• Lists
• Tasks
• Docs
• Views
• Checklists
• Whiteboards