How to Use ClickUp Templates to 10x Productivity

The ClickUp template center is arguably ClickUp's most powerful features.
You can templatize basically anything in ClickUp.
From tasks, to lists, to folders, to spaces, to views, to docs, it's all possible.
BUT what are the best ways to leverage the template center, and how should we be using all of these templates?
If you're asking those questions, you're in the right place. I'll be walking through all of this in today's video.
0:00 - Introduction
1:00 - Where can you find the ClickUp template center?
3:48 - An overview of the ClickUp template center
7:09 - How do you deploy templates?
11:12 - Additional ways to use templates
13:26 - Creating a process library to store template source files
14:51 - Task templates
21:03 - List templates
23:14 - Folder templates
24:52 - Space templates
25:49 - Checklist templates
26:50 - View templates
29:10 - Doc templates
30:49 - Whiteboard templates
31:12 - Templates overview
32:09 - Conclusion
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[@daisukekawabata8741]

This is awesome video. thank you

[@relaxmarketer]

What a legend! I'm starting to implement ClickUp to turn my framework into templates and your videos have been paramount. Thank you!

[@ZenPilot]

Amazing. That's awesome to hear!

[@50shadesofskittles9]

I love how you teach with real world examples bud. You have my sub!!! 🎉

[@ZenPilot]

Thank you so much! Pumped to have you.

[@AdamLundquist]

Great video!

[@richardconley5343]

As far as checklists go, wouldn't it be better to deploy a checklist within a task rather have a task that only has 5 minutes of budget? Do you expect your staff to track time against a 5 minute task? I would rather roll those up into a larger task to cut down on the administrative portion of managing your timers and have them use checklists. What do you think?

[@ZenPilot]

Great question. Yes! If you build out a process that has 2+ tasks in a row that are 5 minutes a piece and will probably be assigned to one person, you can merge those subtasks in to 1 and use a checklist instead. But, in some cases you do want some 5 minute tasks that are helpful to see when they've been completed. For example, I'd want "send blog to client for review" as a separate task most often so that I can close that task and then the team knows when the blog is in the clients hands!

[@LauraGarrett-bg3ee]

How do you stop the tasks in your process library from showing up on your tasks lists? Do you not have someone assigned to the task in the process library?

[@ZenPilot]

Great question. 1. Yes, we do not assign tasks in the process library. 2. You can also use location filters in your views to not show any of those tasks if they are assigned. Just create a filter and it should be "Location" is not "Process Library" or whatever your process library is called.

[@markdrios5143]

Awesome Video, are you able to rename columns in click up templates?

[@ZenPilot]

Those columns are the names of your custom fields so yes, you can rename them, but they'll have one name across your workspace.

[@robbholmes9215]

bro you always explain at 1 million miles per hour... not everybody is from america bud

[@50shadesofskittles9]

He speaks at a regular speed lol. You can always slow him down with playback speed controls.