How To Create Templates In ClickUp

How To Create Templates 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. Choose Template Type: Decide if you want a task, doc, or view template.
5. Click on "Create Template": Start the template creation process.
6. Name Your Template: Give your template a clear and descriptive name.
7. Add Details: Fill in the necessary fields and settings for your template.
8. Customize Your Template: Add checklists, due dates, and assignees as needed.
9. Save Your Template: Click the "Save" button to store your template.
10. Use Your Template: Apply the template to new tasks or projects as needed.