Make it easier to create and edit templates without needing to apply the template first (e.g. Template Editor launched from Template Center)
future
Michelle Duchene
I shouldn't have to create a task, apply a template, edit the task, then save the template.
I should be able to edit the template directly in the template centre, then close the template centre when finished.
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Lily Chan
Hey everyone! Thank you for sharing your ideas! In order to help with prioritization, I'm going to keep this request focused on making it easier to edit templates without applying the template first.
I'm using the below separate posts for each of the other main ideas in this feature request:
- Preview a template before applying it: https://feedback.clickup.com/feature-requests/p/preview-a-template-before-applying-it
- See where templates are being referenced (e.g. automations, task templates): https://feedback.clickup.com/feature-requests/p/see-where-templates-are-being-referenced-eg-automations-task-templates
- Ability to organize templates: https://feedback.clickup.com/feature-requests/p/ability-to-organize-my-templates-in-template-center-or-a-template-hub
If you'd like to add a vote and share your feedback on the other requests, this will help our team prioritize your different ideas.
Thank you!
Lily Chan
Merged in a post:
Ability to update list and tasks templates inside the template center
J
Jehu Suyat
I would like to suggest a feature that will enable us to update the list and tasks templates inside the template center. It's easier to do than applying the list template then saving and then deleting it. This way it wont mess up our spaces when we try to update templates. Sometimes we forget to delete them and it messes up the reporting. We update our templates many times.
Lily Chan
Jehu Suyat Thank you for your feedback. I'm going to merge your feature request into an existing one!
Pierre Becher
Lily Chan Another recurring issue is that if you build out your templates in a space/folder/list in ClickUp, people still receive regular notifications about many activities during the template buildout. Most of them don't understand this is a template and then complete tasks randomly or mess up the template in other ways. Second, the templated tasks show up under "All tasks" or "My Assigned Tasks", unless explicitly filtered out. A solution to manage templates properly should address those issues, like a sandbox without all of this noise.
Lily Chan
Hi Pierre Becher! These are great callouts. Yes, once we have this true sandbox-like environment and separate in place, users won't receive notifications or see the bleed over of template objects with normal Workspace objects. Thanks for your valuable inputs!
Maiya Holliday
any ETA on this?
Lily Chan
Merged in a post:
Template UI to Remap by Days/Month
D
Daetan Huck
User Story: As a user on the Template Center, Edit Template page, I want to see a list of the Tasks in the template and their relative due dates to the parent. Then, I want to have a field to edit the relative number of days or months from the parent task.
Lily Chan
Daetan Huck Thank you for your feedback! I'm going to merge this into an existing feature request for enabling direct editing of templates. Your use case for being able to more easily edit due dates is helpful.
Can you also please vote on this feature request for live previews of templates? https://feedback.clickup.com/feature-requests/p/preview-a-template-before-applying-it
Thank you!
Lily Chan
Merged in a post:
Allow Direct Editing of Task Templates + Relative Due Dates
Lisa Marchildon
Currently, updating a task template in ClickUp requires creating a task from the template, making edits and then re-saving it as a new template. Additionally, subtasks in templates cannot easily be scheduled relative to the parent task’s due date or a larger project start and end date (e.g. “5 days before the main task deadline”).
Allowing users to open and edit task templates directly without spinning up a task first and enabling tasks/subtasks to be scheduled relative to the parent task due date or a larger project start and end date (e.g. -7 days, -3 days, same day, etc.), would encourage teams to keep templates updated and improve automation for repeatable processes like campaigns, launches, etc.
Lily Chan
@Lisa Marchildon Thank you for your feedback! I'm going to merge this into an existing feature request for enabling direct editing of templates. Your use case for being able to more easily update start and due dates is helpful.
Lily Chan
Merged in a post:
Template Library with Editing
Riane Sanchez
I have to have a blank space open to build templates and have to update those to update any templates. Would love to just have a template building in settings
C
Collin Leishman
Will this be in clickup 4?
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