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.

Sharing templates via a private link is gradually being released to all Workspaces.

What you'll need

• Team Sharing is a Business Plus and Enterprise Plan feature.
• You can't share templates with Teams that include guests.
• Guests can't share templates.
• Limited members can access and share Templates that they have edit or above permissions for.

Share a template

1. Open the Template Center.
2. Select a template.
3. At the top of the template, click Share.
   
4. From the Share with modal, choose which Workspace users to share the template with. These are the sharing options:
   • Everyone: Includes guests and limited members.
     Guests can't use Space, Folder, or List templates. 
   • Members and admins: Share with members and admins only. 
   • Admins only: Share with admins only. 
   • Only me: Keep the template private. 
   • Custom: Select people or Teams.
5. From the Share with modal, choose either the public or private sharing option:
   • Public sharing: Click the Public sharing toggle on to copy the link and share the template outside your Workspace. This link allows people to import the template into their own Workspace when public sharing is allowed.
     • Assignees and @ mentions from the original template are only retained if those people are part of the destination Workspace.
   • Private link: This link opens the template in your Workspace's Template Center for people with access.
     • When someone clicks a Private link who is not a member of the Workspace or does not have access to that template, they'll see an error message.
     • Checklist templates do not support private links.

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 a 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.
   • 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.
2. 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.