After finding a template in the Template Center, perfect it!
By default, the original template's settings are included when you apply it. When you update or apply Space, Folder, List, task, and checklist templates you can choose only the settings you want.
What you'll need
Templates are available on every plan.
Guests only have access to templates for tasks, Docs, views, checklists, and Whiteboards.
- Guests with edit or full permissions can update templates.
Check out the following ClickTip video on customizing a template!
Customize your template
Creating and applying templates is a bit different than updating. When updating an existing template, customizing the included items will overwrite the template.
Depending on the template item, some of the following options will be different. Learn how to customize a Doc, View, Checklist, or Whiteboard template
To customize a Space, Folder, List, or task template:
- Click the ellipsis... next to the item or from an open task.
- Select Template Center, then Update existing Template.
- Update any of the settings.
You can choose to keep as little or as much of the template as you want by selecting Import everything or Customize import items.
If you select Customize import items, check or uncheck the items you would like to import.
When you create, update, or apply a template, all options, project dates, and archived tasks are included in the duplicate by default.
You can keep the start and end dates of the projects in your tasks or you can remap all of them.
If you remap your dates, you can make sure the dates don't fall on the weekend.
Import tasks as open
You can import the tasks that are in the template but change them all to Open status again, rather than Closed.
Include archived tasks
If you'd like to include archived tasks, you can keep them archived. If your team will need to use the tasks again, choose to keep them unarchived in the new location.