Customize a template

  • Updated

After finding a template in the Template Center, perfect it!

Most of the original template's settings are included in Space, Folder, List, and checklist templates. When you create, update, or apply a template choose only the settings you want.

What you'll need

  • Templates are available on every ClickUp Plan.

  • Anyone, including guests, can use templates.

    • Note: Guests only have access to templates for Docs, tasks, and views.

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.


Screenshot of the modal where you can customize your template settings.

Import options

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.

Project Dates

You can keep the start and end dates of the projects in your tasks or you can remap all of them.

Skip Weekends

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.

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