How to create a task template in ClickUp
Save any ClickUp task as a reusable template from its three-dot menu, name it, check what it includes, and save it in five quick steps.
Quick answer
To create a task template in ClickUp, open the three-dot menu on a task row, hover Templates, and choose Save as template. Type a name in the Template name field, review the template contents, and click Save Template. The new template then holds the task's properties for reuse.
Steps at a glance
- Hover the task row and open its three-dot menu
- Open Templates
- Choose Save as template
- Enter a Template name
- Click Save Template
Interactive demo
Summary
A task template stores a task's setup so you can reuse it instead of rebuilding it each time. In ClickUp you create one straight from an existing task. It keeps repeat work, like a weekly publishing routine, consistent.
Step-by-step guide
Step 1
Open the task menu
Open the List that holds your task, then hover the task row. Click the three dots at the right end of the row to open the task menu.
Step 2
Open Templates
In the task menu, find **Templates** in the middle of the list, between **Custom Fields** and **Relationships**. Click it to open its submenu.
Step 3
Choose Save as template
The submenu lists **Apply a template**, **Save as template**, and **Update existing template**. Click **Save as template** to open the save dialog.
Step 4
Name the template
In the **Save as template** dialog, click the **Template name** field and type a clear name, such as Weekly blog post template. Below it, **Template contents** shows what the template includes, including **Tasks** and **Custom Fields**.
Step 5
Save the template
Click **Save Template** at the bottom right of the dialog. ClickUp saves your task as a template under the name you entered.
Why this matters
You publish the same kind of task every week and rebuild its setup each time. Saving one finished task as a template means the next one starts from a ready structure, so you spend your time on the work instead of the set-up.
Frequently asked questions
Can I choose what the template includes?
Yes. The dialog has a Template contents section with switches for Tasks and Custom Fields, and a properties selector for the task details.
Can I update a template I already saved?
The Templates submenu also lists Update existing template, and the save dialog has an Update existing template tab for that.
Related guides
Continue with more step-by-step guides for getting work done.
How to create a task in ClickUpLearn how to create a task in ClickUp from a List view: open Add Task, name the task, and save it with Create Task so it appears in your List.
How to add subtasks in ClickUpAdd a subtask to any ClickUp task from the task view: open the task, click Add subtask, name it, and save it so the work breaks into smaller steps.
How to access the editor in a ClickUp DocOpen a ClickUp Doc from the sidebar, start writing, use the slash command menu to add a heading, and format selected text with the toolbar.
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