Make it easier to edit templates without needing to apply the template first (e.g. in Template Center)
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.
Log In
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:
Intuitive selection
Debby Vinciullo
When updating a template, provide the template you've just edited as an intuitive option or even better just have "Update this template" So i only have to click one button.
C
Coralie Todd
I 100% agree with having a template centre. I cannot tell you, as a new user, how long I have wasted trying to work out why my templates won't edit, especially as the AI is telling me they can, until I get to the help bot who clearly says I can't...
Drew Allen
I feel so seen to find this request and so much support for it. We're starting to utilize the templates across all our channels and now we're noticing just how painstaking it is each time one of the templates needs to be updated.
E
Elise Azara
SUGGESTION: Please add "Template Center" as an easy-to-find tab/button within the Home sidebar. I would like to view, edit and update ALL my templates from one location without having to go in and find where each live.
Lily Chan
Elise Azara: Thank you for your suggestion! A centralized "Template Center" is a great idea, and we’ve been considering a similar Templates Hub concept. While we haven’t officially started scoping or design yet—since we’re currently focused on improving template quality and reliability—please stay tuned for updates. We’d love your feedback when we get there!
J
Jenna Wiessner
Lily Chan: I completely agree with Elise Azara's suggestion above. I’ve said so many times how helpful it would be to have a “Template Center” button that I could pin or easily access from the main navigation. Right now, I often find myself clicking around just to get to the Template Center, and once I’m there, it defaults to a lower-level view, so I have to manually switch to the top-level space just to see all available templates. It ends up being more steps than it should be for something we use so often. A more direct path would make a big difference!
Daniel Charles
Agreed 100% - Currently we have to have a separate Space in Clickup for all of our Templates so that we can make adjustments and iterate on them in a logical way. However, currently there isn't anyway of easily copying a task using the "/" function so we have to either use the useless "template center" or manually copy tasks individually to each list we need it in, which is very tedious when you have 100's of lists. It either needs to be an easier way of copying/duplicating tasks in bulk or to a specific location using the "/" command or the Template Center needs to be "Live" so that when you view a Template you can see its current state and make adjustments in there
Lily Chan
Merged in a post:
Improve Template center
V
Verónica Laouchez
Improve templates to be modified, created, shared, and exported directly from the template center.
Even created by just uploading a document. For example, create a checklist from a spreadsheet import.
That way, I can export my team's checklists and keep them as documentation.
Also, add a link to share a template similar to task links or ClickUp documents.
Lily Chan
Merged in a post:
Template Centre - Should be able to edit templates here
Gloria Sanchez
Right now, you cannot edit any template on the Templates Centre. You can only access them to use it, but this is where you should be able to edit everything about the templates. Not just view it. PLEASE!
Lily Chan
open
Josh Ankenmann
Lily Chan Any update on timeline for this? It's been open for a year and previously marked "in progress." Templates are extremely difficult to use for our team without being able to easily update them.
Lily Chan
Josh Ankenmann Thank you for asking! I acknowledge the difficulty of being able to easily update and manage templates. I don't have an updated timeline at this time. We are currently focused on quality and template reliability, especially during template application, as our number 1 priority.
As an interim workaround, some clients keep separate Spaces/Folders/Lists/Tasks as their original source for template objects.
This is definitely top of mind for me and I'll keep this thread posted when we can get this prioritized and start working on scoping and design for it.
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!
E
E.C. Myers
Lily Chan So there is not a way to currently edit the template before applying it to a task list for example? We are struggling without this ability!
Lily Chan
E.C. Myers: I recognize the challenge!
As an interim workaround, some customers keep separate Spaces/Folders/Lists/Tasks as their original source for template objects so that they can more easily modify and update templates.
A
Aline
Lily Chan Those features requests sound good. What I'm still missing is the ability to re-apply a template once the template has been updated. For example: Currently, due to the lack of flexibility of Folder Templates and as a workaround, I maintain my own Folder template as a regular Folder (all with Lists, Tasks, custom fields, etc.). Then, I duplicate that Folder to create new projects (I'm managing many projects at the same time that follow the same workflow). Each time I update or add a Task in my template Folder (i.e. the regular Folder that I duplicate all the time), I have to manually update every single project Folder to follow the new workflow. This is really time consuming. I would like to be able to do this automatically by using a real ClickUp template: Each time I update a Folder Template, I get the option to apply the changes to already existing Folder that follow that Folder Template. As a workaround, I would like to be able to duplicate Tasks (or Lists) to several targets at once. Currently, it is possible to duplicate a Task into one target List (1 to 1). I would like an option to duplicate 1 to n (1 Task duplicated n times into n Lists).
Lily Chan
Aline: Thank you for sharing that feedback. Can you vote on this FR: https://feedback.clickup.com/feature-requests/p/retroactively-apply-templates-everywhere-it-was-used-after-editing-the-master-te
Thank you!
J
John
Load More
→