Remap dates in templates

  • Updated

If any tasks in your Space, Folder, or List templates have start and due dates, those dates can be saved when you create a template.

 

When you use the template, you can use the original Start and Due Dates or update them to a different date by remapping them.

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.

Remapping dates in Templates

When applying a List, Folder, or Space template that contains tasks with any combination of start or due dates, you can choose to remap those dates.

 

Below is a List that is used as a template for marketing campaigns. Not all marketing campaigns will be run in August, but those projects will usually take a month or so, and tasks will generally need to be completed around the same time for each campaign.

 

Campaign_LIst.png

 

When applying the template, the marketing team can update all their task start and due dates by remapping them. Instead of manually updating every task, all the tasks will be updated when the template is applied.

 

Tasks with either a start date or due date

When tasks only have either a start or due date, only the included date will be remapped. Remapping dates does not automatically fill in missing dates on your tasks.

 

Tasks with a start time or due time

When your tasks have a start date and time and/or a due date and time, remapping dates will take the start time and due time into consideration.

For example, if a task in your template originally has a start date of 1 August at 8 am, and you remap the start date of your template to 1 December, the task will remap to 1 December at 8 am.

 

Remapping options

You can choose how to remap dates each time you apply a template.

Remapping by start or end date

You can choose to remap your tasks by setting a new start date or a new end date (final due date).

  • Start date: Set a new start date for the tasks in the template. This is perfect when you know when a project is going to start.

  • End date: Set a new due date for the tasks in the template. This works best when you know your project’s deadline.

Skip weekends

You can also choose to skip weekends. If your tasks start or due dates fall on a Saturday or Sunday, they'll be moved to the following Monday.

 

If a task has a duration of 14 calendar days from start to finish, and you choose to skip weekends, we'll remap the start and due dates to include 14 weekdays.

 

Note: When skipping weekends, the start and end dates on the remap dates modal won't update until you apply the template.

 

Apply a template and remap dates

When applying a template, you'll have the option to remap dates.

  1. From the Sidebar, click the ellipsis ... next to the Space, Folder, or List where you're applying the template.

  2. Select Template Center, then Browse Templates.

  3. Click to open the template you're applying.

  4. Click Use Template.

  5. Select Remap Dates.

  6. Choose a new start or end date.
    remap_dates.png

  7. Click Use Template.

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