ClickUp How to Create a Template

How to Create a Template in ClickUp

  1. Log in to ClickUp: Access your ClickUp account.
  2. Select a Space: Choose the Space where you want to create the template.
  3. Go to Templates: Click on the "Templates" option in the sidebar.
  4. Click on "Create Template": Find and select the button to start a new template.
  5. Name Your Template: Give your template a clear and descriptive name.
  6. Add Tasks: Include tasks that you want in your template.
  7. Customize Settings: Adjust settings like due dates, assignees, and priorities.
  8. Save the Template: Click the save button to store your new template.
  9. Use the Template: Access it anytime to create new projects quickly.