Save tasks, Docs, and views as templates to efficiently apply an established format to new Workspace items.
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.
Watch the following ClickTip video on creating templates!
Create a template
To create a template:
Open the Workspace item.
Click the ellipsis ... to open the settings menu.
Click Save as Template.
From the Save as new Template modal, type a template name to create a new template.
Optional: Add a description, tags, and select sharing options.
Learn more about template types for different types of items in ClickUp: