help.clickup.com Open in urlscan Pro
104.16.51.111  Public Scan

Form analysis
1 forms found in the DOM

GET /hc/en-us/search

<form role="search" class="form-field mb-0" data-search="" data-instant="true" autocomplete="off" action="/hc/en-us/search" accept-charset="UTF-8" method="get"><input name="utf8" type="hidden" value="✓" autocomplete="off"><input type="search"
    name="query" id="query" placeholder="Search" autocomplete="off" aria-label="Search"></form>

Text Content

___


Skip to main content
ClickUp Help Center Toggle navigation menu

ClickUp API ClickUp University Status
Categories
Getting StartedClickUp HierarchyFeaturesBillingClickApps and
IntegrationsSecurity & PrivacyTechnical SupportMobileClickUpdates (Release
Notes)Use Cases
Categories



SEARCH


 1. ClickUp Help
 2. Features
 3. Templates


TEMPLATES OVERVIEW




IN THIS ARTICLE

 1.  What you'll need
 2.  Create a template
 3.  Use the Template Center
 4.  Customize a template
 5.  Organize templates
 6.  Add a preview image to a template
 7.  Set a default task template for a List
 8.  Remap dates when applying templates
 9.  Remap subtask due dates
 10. Share templates
 11. Template Center Activity Log

Browse the Template Center to find a pre-made template or create templates from
your most frequently-used items.

This article covers templates that can be found in the Template Center. You can
also create templates for statuses, emails, and Automations.


WHAT YOU'LL NEED

 * Templates are available on every plan.
 * Guests can access Doc, task, view, checklist, and Whiteboard templates.


CREATE A TEMPLATE

Save tasks, Docs, and views as templates to apply an established format to new
Workspace items.


USE THE TEMPLATE CENTER

The Template Center is a library of both pre-made templates and templates you've
saved! You can also find templates created by members of your Workspace or the
ClickUp community.




CUSTOMIZE A TEMPLATE

Customize an existing template to keep your workflows current.


ORGANIZE TEMPLATES

Create and apply tags to organize your templates. You can filter the Template
Center by tags to find a specific template.



You can also filter templates by department or creator. In the upper-right
corner of the Template Center, click the Departments or Create By dropdown to
filter.


ADD A PREVIEW IMAGE TO A TEMPLATE

You can add preview images to templates that are in your Template Center library
to give your teammates a clue about the template's use case.

To add a preview image:

 1. Open a template.
 2. Click browse and select a file or drag and drop a file into the preview
    area.




SET A DEFAULT TASK TEMPLATE FOR A LIST

Automatically apply a template to all new tasks created in a List.


REMAP DATES WHEN APPLYING TEMPLATES

When you create a Space, Folder, or List template, you can choose to save their
tasks' start and due dates when setting the template Import options.

When you apply the template, you can choose to use the original task start and
due dates or remap them. Instead of manually updating every task, all your tasks
will be updated when the template is applied.


REMAP SUBTASK DUE DATES

Enable the Remap Subtask Due Dates ClickApp to automatically change subtask due
dates by the same amount their parent task is changed.

For example, if you move the parent task due date back five days, all subtask
dates will also be moved back five days.


SHARE TEMPLATES

Templates can be kept private or shared with others inside or outside of your
Workspace. You can also share a Folder or List template with everyone who uses
ClickUp!


TEMPLATE CENTER ACTIVITY LOG

View the templates you have created, merged, and applied in your Workspace.

Templates are merged when applied to an existing task.



To access the Activity log, from the Template Center:

 1. In the left sidebar, click Activity Log.
 2. Browse the templates you've created, merged, and applied throughout your
    Workspace.

To find specific template activity, from the Activity Log:

 * Click the column headings to sort template activity.
 * Search for specific templates using the Filter at the top right.

To troubleshoot templates using the Activity Log:

 * Hover over error in the status column to see why the template wasn't created,
   merged, or applied.
 * Hover over the date & time value for each item in the Activity Log to see how
   long it took to create, merge, or apply the template.
   * The first timestamp is when the activity started, and the second timestamp
     is when the activity was completed.

Updated 2 days ago



WAS THIS ARTICLE HELPFUL?

Yes No


RELATED ARTICLES

 * Find a template
 * Create a template
 * Add preview images to templates
 * View Templates
 * How to use ClickUp as a CRM


ARTICLES IN THIS SECTION

 * Move data between Workspaces using Templates
 * Add a template to your library
 * Add preview images to templates
 * Create a template
 * Customize a template
 * Delete templates
 * Find a template
 * Share your template with the world
 * Remap dates in templates
 * Share a template

See all 11 articles




CAN'T FIND WHAT YOU'RE LOOKING FOR?

Contact us

<% if (previousArticle || nextArticle) { %>
<% if (previousArticle) { %>
<% if (previousTitle) { %>

<%= PREVIOUSTITLE %>

<% } %> <%= previousArticle.title %>
<% } %> <% if (nextArticle) { %>
<% if (nextTitle) { %>

<%= NEXTTITLE %>

<% } %> <%= nextArticle.title %>
<% } %>
<% } %> <% if (items.length > 1) { %>


IN THIS ARTICLE

    <% items.forEach(function(item) { %>
 1. <%= item.name %> <%= partial('partial-table-of-contents', { items:
    item.children, partial: partial }) %>
    <% }); %>

<% } %> <% if (items.length) { %>
    <% items.forEach(function(item) { %>
 1. <%= item.name %> <%= partial('partial-table-of-contents', { items:
    item.children, partial: partial }) %>
    <% }); %>

<% } %>
Go to ClickUp
English (US)
Deutsch Español Français (France) Italiano Português do Brasil


Suggestions:


<% var getColumnClasses = function(columnNumber) { var classNames =
numberColumns === 'auto' ? 'col-auto' : 'col-12'; if (numberColumns >= 2)
classNames += ' md:col-6'; if (numberColumns >= 3) classNames += ' lg:col-4'; if
(numberColumns >= 4) classNames += ' xl:col-3'; return classNames; } %>
   <% blocks.forEach(function(block, index) { %>
 * <% if (imageHeight) { %> <% } %> <% if (block.name) { %>
   
   
   <%= BLOCK.NAME %>
   
   <% } %> <% if (block.description) { %>
   
   <%= block.description %>
   
   <% } %>
   <% }) %>


MOST VIEWED ARTICLES

<% if (articles.length) { %>
<% articles.forEach(function(article) { %>
<%= article.title %>
<%= Util.getExcerpt(article.body, 256) %>

View article

<% }); %>
<% } else { %>

empty

<% } %>


CAN'T FIND WHAT YOU'RE LOOKING FOR?

Contact us



CATEGORIES

   <% categories.forEach(function(category, index) { %>
 * <%= category.name %>
   <%= partial('partial-article-list-sections', { id: 'category-' + category.id,
   parentId: '#sidebar-navigation', sections: category.sections,
   activeCategoryId: activeCategoryId, activeSectionId: activeSectionId,
   activeArticleId: activeArticleId, partial: partial }) %>
   <% }); %>

<% var maxSections = 12 %>


TOGGLE NAVIGATION MENU

   <% categories.forEach(function(category, index) { %>


 * <%= CATEGORY.NAME %>
   
   <%= partial('partial-section-list-sections', { parent: category, sections:
   category.sections, maxSections: maxSections, partial: partial }) %>
   <% }); %>


CATEGORIES


CATEGORIES

   <% categories.forEach(function(category) { %>
 * <%= category.name %>
   <% }); %>

<% if (sections.length) { %>
   <% sections.forEach(function(section) { %>
 * <%= section.name %>
   <%= partial('partial-article-list-sections', { id: 'section-' + section.id,
   parentId: '#' + id, sections: section.sections, activeCategoryId:
   activeCategoryId, activeSectionId: activeSectionId, activeArticleId:
   activeArticleId, partial: partial }) %> <% if (section.articles.length) { %>
     <% section.articles.forEach(function(article) { %>
   * <%= article.title %>
     <% }); %>
   <% } %>
   <% }); %>

<% } %> <% if (sections.length) { %>
   <% sections.slice(0, maxSections).forEach(function(section) { %>
 * <%= section.name %> <%= partial('partial-section-list-sections', { parent:
   section, sections: section.sections, maxSections: maxSections, partial:
   partial }) %>
   <% }); %> <% if (sections.length > maxSections) { %>
 * See more
   <% } %>

<% } %> <% if (forms.length) { %> <% if (title) { %> <% } %>


HOW CAN WE HELP YOU TODAY?


PLATFORM SUPPORT

Getting Started, ClickUp Features, Integrations, Use Case Support


BILLING

Payments, Invoices, Pricing, Seats, Changing Your Plan


MY ACCOUNT

Logging In, SSO, Account Settings, Security & Privacy


TECHNICAL SUPPORT

Bug Reports, Error Codes, Outages, ClickUp API


MARKETING

Blog Posts, Sponsorship Requests, Press Inquiries


SALES & SOLUTIONS

Connect with the ClickUp Sales or Solutions Teams

<% } %>