Step 1: Access the ClickUp Template Center

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ClickUp Template Center Template Center is a library of pre-designed templates and templates you've saved. You can also find free templates created by people in your community or the ClickUp community.

Access the ClickUp Template Center to browse a selection of templates for spaces, folders, lists, tasks, documents, views, and checklists.

Check out a selection of templates for spaces, folders, lists, tasks, documents, views, and checklists in the Template Center

To create a template:

Open the work environment
Click on the ellipsis ... to open the settings menu
Select Templates
Click "Save as Template"
In the 'Save as new template' section, type a template name to create a new template
Optional: Add description, tags, and select sharing options
Click Save
Click Save to save as a new template and learn how to create a template in Excel

Turn a project into a template with timelines, assignees, and important information_

Step 2: Customize your template
Once you have selected or created a new template, you can transform it into custom templates as vp hr email list per your business requirements. To customize an existing template:

Click the ellipsis next to the item or from an open task
Document templates can be accessed in a number of ways.
Select Template Center and then update the existing template
Update the settings according to your needs
Use ClickUp's Table View for a spreadsheet-like experience with added features like task dependencies, comments, and time tracking.