You don’t have to reinvent the wheel every time you begin a new client project. Not with ClickUp templates! Use a template as the foundation for every project you begin, complete with timelines, assignees, essential information, and more.
By creating your own ClickUp templates, you save time, complete projects consistently, and ensure you don’t miss a step. Now, let’s talk about how you can create your own ClickUp templates and start using them for your business!
Before you click “Save as Template,” there’s one thing we recommend you do first. It’s important to map out whatever process you’re templatizing before you save it as a template.
It might sound fancy, but really you just need to ask yourself some questions to get a solid outline for your template!
Think about:
Mapping out your workflows ensures that you include every step, piece of info, and person necessary to your project.
One objection we hear a lot is that a process is different with every client. How can you turn that into a repeatable, usable template? You still can! Some of our processes are, too.
You can still create and use a template to give your projects structure. For example, although our ClickUp Builds all have different tasks and timelines, the statuses and views and the way we manage the projects are all the same. In this case we recommend having a template that maintains the structure, but you can add tasks to when you kick-off that project.
After you’ve mapped out the process you want to templatize, the steps to creating your template are simple.
Follow these steps:
Done!
By the way, you can create templates for all sorts of items in your ClickUp: Lists, Docs, Spaces, Tasks, and more!
Now, when you want to use your new template, just follow these steps.
Here’s where you can customize your new project as you add it from your template! You can remap the dates from start or end date, import all the tasks, and skip weekends.
Click Use Template again when you’re done customizing, and then everything will auto-populate! Just like magic.
What if you need to edit your template or update it when your process changes? No biggie. It’s really easy to update and save a ClickUp template.
After you’re done working on your template and you’ve made your desired updates, follow these steps:
That’s it! Your newly improved ClickUp template is good to go.
The more templates you create, the more cluttered your ClickUp can get. We highly recommend having a resources and training Space in your ClickUp to keep all your templates organized.
For example, our Space includes SOPs, team training, employee handbook, and login and links. It also includes our templates, where we can organize all of the templates we’re using and updating. Having this Space makes it easier for us to find the template we need.
Creating your own ClickUp templates is just one of the many ways ClickUp helps you run an organized, more efficient business! Create your own templates to streamline your processes and free up time for other elements of your business.
Not quite ready to start building your own ClickUp templates yet? Try one of our free templates in the ClickUp Community Template Center!
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We have multiple templates for common functions and workflows, from project management to time blocking to creating your own SOP library and more. Browse our templates here and download yours now!
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