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ClickUp Quick-Start Guide

Ready to be more productive? Here's the need-to-know information to get going right away.

Using Templates

Using Templates

Pre-Built Templates

When creating a new Folder, switch over to the templates tab to choose from TONS of pre-made ClickUp templates like this one:

Create your own templates

How to save List, Folder, Space, and Task templates

  • Locate what you would like to save as a Template
  • Click the ellipses ... menu
  • Select Save as Template

How to load templates

  • Click the ellipses ... 
  • Select Load from Template 
  • Select an existing Template
  • Enter a name for your new item
  • Choose what to include
  • If you have due dates within a Space, Folder, or List, you can import them as is, or you can remap them

Status Templates

  • Re-use status workflows in Folders and Spaces throughout your Workspace

Checklist Templates

Views Templates

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