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How to Edit a Template in ClickUp

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Editing a template in ClickUp allows you to update and improve your standardized processes as your needs evolve. Here’s a step-by-step guide on how to edit a template in ClickUp:

  1. Click on your profile avatar in the bottom left corner of the ClickUp interface.
  2. Click 'Apps'.
  3. From the dropdown menu, select 'Template Center'.
  4. Within the Template Center, choose the type of template you want to edit.
  5. Click the ellipsis icon next to the template title.
  6. Select 'Edit'.
  7. Edit the template as needed. You can modify the template name.
  8. To edit tags, click on the tag icon below the title name.
  9. You can add template descriptions.
  10. You can add an image for your template by clicking the empty image space provided.
    1. After making the necessary edits, save your changes by clicking 'Save'.
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