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How to Edit a Template in ClickUp



How to Edit a Template in ClickUp: step-by-step guide

  1. Click on your profile avatar in the bottom left corner of the ClickUp interface.

  2. Click 'Apps'.

  3. From the dropdown menu, select 'Template Center'.

  4. Within the Template Center, choose the type of template you want to edit.

  5. Click the ellipsis icon next to the template title.

  6. Select 'Edit'.

  7. Edit the template as needed. You can modify the template name.

  8. To edit tags, click on the tag icon below the title name.

  9. You can add template descriptions.

  10. You can add an image for your template by clicking the empty image space provided.

  11. After making the necessary edits, save your changes by clicking 'Save'.

Quick answer: To edit a template in ClickUp, click your profile avatar, select Apps, and open the Template Center. Choose a template type, click the ellipsis icon next to the title, and select Edit. Modify the name, tags, description, or image as needed, then save your changes.

About this ClickUp tutorial

Modify existing templates in ClickUp by updating names, tags, descriptions, and images through the Template Center to fit your workflow needs. This guide shows how to edit a Template in ClickUp in 11 steps, starting with "Click on your profile avatar in the bottom left corner of the ClickUp interface" and finishing with "After making the necessary edits, save your changes by clicking 'Save'". 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 edit a Template in ClickUp?

11 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 Embed ClickUp in Notion, How to Export ClickUp and How to Export Clickup to Excel. Last reviewed 05 Oct 2026.

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