How to Create Templates in ClickUp
- George Apostolov
How to Create Templates in ClickUp: step-by-step guide
Open the Workspace item.
Click the ellipsis icon to open the settings menu.
Select 'Templates'.
Click 'Save as Template'.
From the 'Save as new Template' modal, type a template name to create a new template.
Click 'Save Template'.
By creating and using templates in ClickUp, you can streamline your workflow, ensure consistency, and save time on repetitive tasks.
Quick answer: To create templates in ClickUp, open the Workspace item, click the ellipsis icon, and select 'Templates'. Next, click 'Save as Template', type a name in the 'Save as new Template' modal, and click 'Save Template'.
About this ClickUp tutorial
Streamline your workflow and save time on repetitive tasks by building custom reusable templates in ClickUp. This guide shows how to create Templates in ClickUp in 7 steps, starting with "Open the Workspace item" and finishing with "By creating and using templates in ClickUp, you can streamline your workflow, ensure co...". 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 Templates in ClickUp?
7 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 Delete Status in Clickup, How to Delete Workspace in ClickUp and How to Disable Sorting in ClickUp. Last reviewed 05 Oct 2026.
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