How to Find and Add Templates to Your ClickUp
From project and task management to team collaboration and reporting, ClickUp has got you covered. While already a game-changer in its default setup, adding templates to ClickUp can drastically improve your productivity and project management.
And the best thing about ClickUp templates is that they’re accessible for every ClickUp plan (even the free plan). But how do you go about adding templates to your ClickUp? Let’s find out.
Template Center: ClickUp’s Library of Templates
ClickUp has a template center, essentially a library of all ClickUp templates. You’ll find templates for almost all kinds of projects and activities in the template center. Templates are designed specifically for accounting and finance, creative designs, CRM, and more. ClickUp templates are divided into two main categories:
Workspace templates are those that members of your ClickUp workspace have created. These templates are not available to anyone except those members of the workspace that have been granted access to the workspace templates.
Community templates are those that members of the ClickUp community create. These templates are available for all to use.
Finding ClickUp Templates in the Template Center
If you’re looking for a ClickUp template to add to your Workspace (if you’re not sure what a ClickUp workspace is, go through ourbeginner’s guide to ClickUp terminology), follow the steps below:
Adding a Template to Your ClickUp Workspace
Once you’ve found thebest ClickUp templates to simplify your work, follow the steps below to add them to your workspace:
Customizing Your ClickUp Template
If you want to keep all the default options, project dates, tasks, etc., in your newly created template, check theImport everythingoption when adding your template.
However, if you want to customize your ClickUp template, it’s important to clickCustomize import itemsbefore clickingUse Template. Now you can uncheck all the items you don’t want in your newly created template.
If you want to change the name of your newly added template, change its sharing options, or add tags, you can follow the steps below:
Enhance Your Productivity With ClickUp Templates
Now that you know how to find, add, and customize ClickUp templates, it’s time to find a template and enhance your productivity. While you’re at it, try out the different features each template has to offer to maximize your potential. Although ClickUp is a valuable tool for work, there are a number of creative ways in which it’s possible to utilize it to enhance your personal life as well.
ClickUp isn’t just for professional projects and tasks. It lets you apply your creativity to get things done in your personal life. Find out how!
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