How to Create a Checklist Template in ClickUp
- George Apostolov
How to Create a Checklist Template in ClickUp: step-by-step guide
Open a task and create checklist items under the '+ Create Checklist' section.
Add new checklist items.
Hover over 'Checklists' and click the ellipsis icon to open a dropdown menu.
Click 'Save as Template'.
Type the name of your new template.
Select who to share the template with.
Click 'Save Template'.
When creating a checklist, you'll be able to see and search for checklist templates from all spaces, as long as you have access to the Space where the checklist was saved.
Quick answer: To create a checklist template in ClickUp, open a task, add checklist items, open the checklist dropdown menu via the ellipsis icon, save as a template, enter a name, choose sharing options, and click save template.
About this ClickUp tutorial
Save time in ClickUp by converting task checklists into reusable templates. Name your template, set sharing permissions, and access it across spaces. This guide shows how to create a Checklist Template in ClickUp in 8 steps, starting with "Open a task and create checklist items under the '+ Create Checklist' section" and finishing with "When creating a checklist, you'll be able to see and search for checklist templates fro...". The interactive demo above is a click-through copy of the real ClickUp interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a Checklist Template in ClickUp?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your ClickUp data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under ClickUp. Related guides: How to Create a Content Calendar in ClickUp, How to Create a Dashboard in ClickUp and How to Create a Folder in Clickup. Last reviewed 05 Oct 2026.
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