The only ClickUp Templates tutorial you'll ever need (really)

🔗 New to ClickUp? Check out our How to ClickUp mini-course 👉 processdriven.co/services/min...
Say goodbye to redundant tasks and wasted time as we guide you through creating, updating, and deleting templates in ClickUp, and more. Consider this your free pass to a masterclass - a little gift from us, to you. Read more 👉 processdriven.co/personal/tem...
📌 Resources Mentioned in this livestream:
🔗 How to ClickUp mini course - processdriven.co/services/min...
🔗 ClickUp Help Article - help.clickup.com/hc/en-us/art...
🔗 Zapier - processdriven.co/zapier?...
🔗 Make - processdriven.co/make?...
🔗 ProcessDriven Foundations™️ - processdriven.co/services/mem...
Here's what we'll cover:
00:00 We'll be starting on the hour!
14:48 Let's get started mastering ClickUp templates
16:57 What are we covering in today's agenda?
20:20 How do I create ClickUp templates?
30:26 How do I edit ClickUp templates?
33:58 How do I delete ClickUp templates?
36:09 What is the "share" button inside the template center/manager?
37:29 Can I template a ClickUp dashboard?
38:28 How do I apply a ClickUp template?
46:15 What elements can I save in a task template?
47:11 How can I apply ClickUp templates through Automations & Forms?
56:02 Why should I use templates in ClickUp?
56:40 What's the difference between reoccurring and recurring work?
58:21 Can I save money by using a ClickUp template?
1:03:18 Advanced ClickUp template tricks!
1:03:40 Can I stack ClickUp templates?
1:09:45 How can I remap a ClickUp template?
1:13:45 Can I save a "View" template in ClickUp?
1:18:53 What are some automation hacks in ClickUp?
1:20:54 Systems vs. Software
1:23:10 ClickUp template questions answered
Need help deciding if ProcessDriven is right for you? Unlock our FREE training 👉 processdriven.co/blueprint/?u...
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[@LaylaPomper]

Thank you to all of you who joined me live! If you're on the replay, welcome! You can skip to 14:58 for when the action starts. 🙏 (KZbin is weird about letting us trim the video, sorry!)

[@quynhanh4970]

Omg Layla you are amazing. You understand us small business owners. You explain everything we can possibly have questions for in the easiest way to understand possible. Can't thank you enough for all the free content you put out here

[@LaylaPomper]

You are so welcome!

[@mitchelvp1120]

Clickup for the general public is very complex. You make it much more thorough to comprehend. Clickup should sponsor you!

[@sysux593593]

Im following this tutorial, and I just have to say something: I Think Click Up SHOULD Sponsor you! Everything I learn for the tool comes from you!

[@LaylaPomper]

Maybe one day ClickUp will agree with you. 😂

[@elimandel9196]

I agree tho ❤

[@mitchelvp1120]

Me too

[@GordonJohansen]

As I mentioned in the chat during the show, this will be a video that will be saved and rewatched many times. Thanks for all the information. I'm glad I made the effort to watch it live even while on a holiday.

[@LaylaPomper]

Jokes about enjoying your holidays aside, it was great to have you join us, Gordon! I hope you had a fabulous trip!!

[@irfangulamhusein5618]

Thanks for taking the time to share all this information, been super helpful with getting automation and templates set up for my team.

[@LaylaPomper]

Great to hear!

[@ElizabethRivera-yu9hh]

Thank you, Layla - I’m a ClickUp beginner and came across this video which has been very helpful. May God Bless You for sharing your knowledge with others.

[@LaylaPomper]

You are so welcome!

[@heymrcody]

great tips! thank you!

[@LaylaPomper]

Glad it was helpful!

[@xistogoncalves7980]

Thank you for being created this click up, useful, from Timor- Leste

[@LaylaPomper]

You're very welcome! I'm glad you found it helpful!

[@CassandraAnderson]

Great video @LaylaPomper! Thank you. I have a follow-up question. I created a List Template with a custom field to control a task grouping and view order (i.e. 1. Title, 2. Title, 3. Title) so I can organize each section of tasks. When I rolled out the template, my group of users added their own grouping names and order, unfortunately, they added a client name. Now any client who has access to their list, and they look at that custom field, they are seeing other clients' names. How can I use a list template with a custom field which still allows a user to customize, but then hides those customizations from other template users?

[@razibsh]

Great video Layla! This is so crazy how they have built their template system. It’s almost as if it’s going against all common sense. I was sure there is a way to easily go in to a template edit it and that’s it. Didn’t know that the process is so long and complicated. Hopefully they will simplify it asap. ✌️

[@LaylaPomper]

😂 You said it, not me!

[@50shadesofskittles9]

Yes! I want to be a Fancy Ninja!!!! 😂 loving this video btw.

[@LaylaPomper]

🤣 Yeah that fancy ninja stuff just happened!!

[@50shadesofskittles9]

@@LaylaPomper yep. Now I need to create a task list to add all these ideas. I have ADHD and this is going to be a game-changer for me. ❤️

[@TraceyLorenson]

Layla we are looking to move to SmartSuite and I'm curious how you replace template for tasks/lists etc from CU in SS?

[@LaylaPomper]

Hi @TraceyLorenson! This video should help you out with your switch! kzbin.info/www/bejne/fmSreYGKp5uGarc

[@OnlineTherapistGroup]

SWIM LANES??!!!! Amazing!

[@LaylaPomper]

Such an underrated feature!

[@user-it1sj9yj8m]

Hi Layla, Salford, uk 😊

[@LaylaPomper]

Thanks for watching!

[@abhishekmasih9025]

How do I add tasks through templates in the mobile app????

[@LaylaPomper]

That may be limited as of now. I'd recommend adding the templates on a computer. Desktop or Laptop

[@maivezonk]

Doesn't answer any of my questions at all.

[@LaylaPomper]

That's unfortunate, what questions do you have? Next time, join us live because I'd love to get yours answered. 👍