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The Template Center is a library of ready-to-use templates. You can browse a selection of templates for Spaces, Folders, Lists, tasks, Docs, views, and checklists.

Templates can also be applied to Subtasks and statuses, but these types are not accessed from the Template Center.

What you'll need

• Templates are available on every plan.
• Guests only have access to templates for Docs, tasks, views, checklists, and Whiteboards.
• Guests with edit or full permissions can access the Template Center from items that have been shared with them.

Access Template Center

You can access the Template Center from several places in your Workspace. For some template types, you'll need to access the Template Center from the location you want to apply the template to.

1. From the Sidebar, click the ellipsis ... next to a Space, Folder, or List.

2. Select Templates, then Browse Templates.

   You can also access the Template Center from a task, subtask, Doc, view, checklist, or the Add/Edit Statuses modal. Choices for these locations vary.

There are two categories of templates. Tabs for these are in the left side menu of the Template Center.

• Workspace: Templates created by members of your Workspace. You'll only see the templates that have been shared and that you have access to.

• Community: Featured templates created by people just like you from the ClickUp community!

Use filters to find templates

Throughout the Template Center, you can apply search filters. To the right of each filter is the number of templates for that filter.

• Templates and Departments:

  • From the Templates section of the left side menu, you can select your Workspace or Community.

  • Or from the Departments dropdown in the top right, you can filter by use cases, like budgets, graphic design, and education.

• Types: From the left side menu, select the location.

  • Space

  • Folder

  • List

  • Task

  • Doc

  • View

  • Checklist

  • Whiteboard

• Levels: Select an experience level.

  • Beginner

  • Intermediate

  • Advanced

• Tags: Templates can be organized with tags. Select a tag to search for similar templates.

• Created By: Filter templates by template creator.

Mise à jour 14 juin 2023 22:11