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Share a template

Templates can be kept private, or shared with specific people, Teams, or everyone in your Workspace. You can also share a link with anyone outside of your Workspace.

What you'll need

Share a template

To share a template:

  1. Open the Template Center.

  2. Select a template.

  3. In the upper-right, click Share.
    Screenshot of the share button in a template.png

  4. From the Share Template modal, choose a Workspace sharing option:

    • All Members

    • Everyone (including guests)

    • Only me

    • Admins only

    • Custom

      • This option includes Teams.

Share with a public link

You can enable public sharing so anyone outside your Workspace can access your template.

  1. From the Template Center, select a template.

  2. From the Share Template modal, click Share.

  3. Enable Public sharing.

  4. Click Copy link.

  5. Share the link.

  6. The recipient of the link can paste it into their browser. Their ClickUp Workspace will open. 
  7. From the Use a template modal, they can select which of their Workspaces to save the template to.
    • They can change the template name, select a Space or Folder, and sharing preferences.

Assignees and @ mentions will only be retained in a shared template if they're a part of the destination Workspace.

Use a shared template

To use a shared template, you must be signed in to your ClickUp account on a web browser and paste the link into a new tab.

The Use a template modal opens in the new tab with options for using the shared template.

  1. From the Workspace dropdown, select a Workspace.

    • You can keep the same name or type a new one.

  2. Select Also save a copy of this template if you want to save it in your Template Center library. Otherwise, the template will just be applied to the location you choose.

    • The template is shared with all of your Workspace members by default. You can select to keep the template only for your use, to share it with admins only, or select specific people from your Workspace.

  3. Click Use template.

  4. The template is now applied to the Workspace you selected!

Changes to this template are only made in your Workspace and don't affect any other version of the template.

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