Create a template

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.

Video overview

Watch the following ClickTip video on creating templates!

Create a template

To create a template:

  1. Open the Workspace 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 to create a new template.

    • Optional: Add a description, tags, and select sharing options.

  6. Click Save.


Template types

Learn more about template types for different types of items in ClickUp:

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