ClickUp is a powerful productivity platform that helps teams manage projects, tasks, documents, goals, and more in one centralized location. One of the best features of ClickUp is its extensive template library, which contains hundreds of premade templates to help you quickly set up projects, workflows, task lists, and other components.
Table of Contents
Benefits of Using Premade Templates
Using premade templates in ClickUp provides several key benefits:
- Saves time – Rather than building everything from scratch, premade templates allow you to hit the ground running on projects. You can instantly apply structure and organization.
- Promotes consistency – Teams can standardize around templates for specific project types, ensuring consistency across the organization.
- Leverages best practices – ClickUp’s template library contains templates built by experts that incorporate proven workflows and task hierarchies.
- Easy customization – While premade templates provide an excellent starting point, you can easily customize them to suit your team’s specific needs.
Accessing and Applying Templates
ClickUp’s template library is accessible from the Template tab on the left sidebar. You can browse and search for templates by name, tag, creator, and more.
To apply a template:
- Select a template from the library
- Choose whether to apply it to a folder, list, board, or other component
- Customize it to your needs by adding statuses, assignees, custom fields, and more
You can also save any existing folders, lists, or projects in ClickUp as a template for future use.
Customizing Templates
While ClickUp’s premade templates provide excellent starting points, you will often want to customize them to perfectly fit your workflows.
Some key ways to customize templates include:
- Adding or removing statuses – Adjust the progression of tasks
- Creating custom fields – Track information like priorities, costs, vendors
- Setting dependencies – Sequence tasks to enforce order of completion
- Assigning team members – Map out responsibilities
- Establishing start/due dates – Set timelines and schedules
Take advantage of ClickUp’s flexibility to tailor everything to your team’s needs.
Sharing Templates
To help others leverage your optimized templates, ClickUp makes it easy to share templates throughout your organization or even publicly.
You can share templates with:
- Your workspace – Allow your entire team to access templates
- Other workspaces – Share across your whole organization
- Publicly – Make templates available to all ClickUp users
Sharing templates helps standardize workflows across large groups, driving consistency.
Top Premade Template Categories
ClickUp offers premade templates spanning dozens of categories, including:
Project Management
Project management templates provide frameworks for managing all aspects of projects:
- Tasks
- Documents
- Teams
- Timelines
Sales and Marketing
Sales and marketing templates help with critical processes like:
- Lead generation
- Campaign management
- Client onboarding
- Content production
Software Development
Development templates cover workflows for building software products like:
- Sprint planning
- Bug/issue tracking
- Code reviews
- Product roadmaps
Support and IT
Keep customer support and IT systems running smoothly with templates for:
- Ticket tracking
- Knowledge base
- Asset management
- Incident response
Individual Use
Optimize your personal productivity with templates for:
- Habit tracking
- Goal setting
- Meeting notes
- Daily/weekly plans
Key Takeaways
- ClickUp’s premade templates help teams quickly structure projects while leveraging best practices
- Easily access and customize templates from the template library
- Tailor templates to your team’s specific needs and share templates across your organization
- Hundreds of premade templates are available spanning project management, sales, marketing, development, support functions, and personal use
Leverage premade templates in ClickUp to save time, drive consistency, and bring proven workflows to your projects!
