How to Create Templates in ClickUp: 1-Min Guide

How to Create Templates in ClickUp

Updated on:

May 11, 2026

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Use this interactive demo to learn how to save and reuse custom templates in ClickUp.

Quick summary

ClickUp's Templates feature lets you save any workspace item as a reusable template, helping teams eliminate repetitive setup and maintain consistency across projects. Once saved, templates can be applied instantly to standardize workflows without starting from scratch.

Steps

Open the Workspace item you want to turn into a template.
Click the ellipsis icon to open the settings menu.
Select 'Templates' from the menu options.
Click 'Save as Template' to begin the template creation process.
In the 'Save as new Template' modal, type a template name to identify your new template.
Click 'Save Template' to confirm and store the template.
Your template is now saved — use it to streamline your workflow, ensure consistency, and save time on repetitive tasks.

📌 Why this matters

Creating templates in ClickUp allows teams to standardize recurring workflows and project structures without manually rebuilding them each time. By saving any workspace item as a reusable template, organizations can enforce consistency across tasks, lists, and projects at scale. This feature is especially valuable for teams managing repeated processes such as client onboarding, sprint planning, or content production. ClickUp templates reduce setup time, minimize human error, and ensure every team member starts from the same reliable foundation.

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