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Find a template

Open the Template Center to find your templates. 

The Template Center is a library of ready-to-use templates from your Workspace and the ClickUp community. You can browse a selection of templates for Spaces, Folders, Lists, tasks, Docs, views, and checklists.

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 Docs, tasks, views, checklists, and Whiteboards.
  • Guests with edit or full permissions can access the Template Center from items that have been shared with them.

This article covers versions 3.0 and 4.0. Learn what's new in ClickUp 4.0!

Access the Template Center

You can access the template center from multiple locations in ClickUp.

From the AI Command Bar

From the AI Command Bar:

  1. Type Template.
  2. Press Enter.

From /Slash Commands

To use /Slash Commands to find a template:

  1. Type /Template from anywhere text can be used.
  2. Press Enter.
  3. Select Browse templates to open Template Center.

From the Workspace settings menu

From the Workspace settings menu:

  1. In the upper-left corner, click your Workspace avatar.
    • In ClickUp 4.0, select Templates.
    • In ClickUp 3.0, select Template Center.

From the create button in ClickUp 4.0

To access templates from the create button in your Home Sidebar or Spaces Sidebar:

  1. In your Global Navigation, select Home or Spaces.
  2. In the upper-right corner of the sidebar, click the plus icon.
  3. Select Templates.

Screenshot of the option to access templates from the Home Sidebar.

From Spaces, Folders, or Lists in ClickUp 4.0

To access templates in a Space, Folder, or List:

  1. In your Global Navigation, click Home or Spaces.
  2. Hover over a Space, Folder, or List:
    • Click the plus icon.
    • Or, click the ellipsis..., then select Create new.
  3. Select Templates.

Screenshot of the option to access templates from a Space, Folder, or List.

From the Sidebar in ClickUp 3.0

  1. From the Sidebar, hover over a Space, Folder, or List and click the ellipsis ... menu.
  2. Select Templates, then Browse Templates.

From tasks, docs, views, checklists, and statuses

You can access the Template Center from a task, subtask, Doc, view, checklist, or the Add/Edit Statuses modal. Choices for these locations vary.

Featured, Workspace, and ClickUp Templates

Tabs for these template types are in the upper-left corner of the Template Center:

  • Featured: Easily find the best ClickUp 4.0 templates for your needs! Featured templates from the ClickUp community provide best practices for a variety of simple and advanced workflows. 
    Screenshot of the Template Center highlighting the Featured tab in the upper-left corner.png
  • Workspace Templates: Templates created by members of your Workspace. You'll only see the templates that have been shared and that you have access to.
  • ClickUp Templates: Templates created by the ClickUp community.

Use filters to find templates

There are several filters you can apply to all template types:

  • Template Types: Select a Hierarchy location from the sidebar.
  • Complexity: Select a complexity level from the sidebar.
    • Beginner
    • Intermediate
    • Advanced
  • Use Cases: In the upper-right corner, click Use Cases to filter by use case type.
  • Tags: In the upper-right corner, click Tags to filter by tags.
  • Created by: In the upper-right corner, click Created by to filter by creator.

To the right of each template type is the number of templates that match your filter.