Today we are talking all about how to use ClickUp Templates in your biz to improve your processes and streamline your biz! Using ClickUp’s template feature allows you to create rinse and repeat processes for launches, client projects, and so much more.
ClickUp allows you to create your OWN templates. You can create a Space Template, Folder Template, List Template, OR even a Task Template.
By saving a template, it will save your statuses, custom fields, tasks, assignees, due dates, ALL THE THINGS – or you can simply customize what parts are saved.
Templates can save you so much time when it comes to taking care of your one on one coaching clients or group coaching clients!
Templates not only serve as a huge time-saver, but they can greatly improve the quality of your work. Benefits of ClickUp Templates include:
Each project is 100% customizable. Only include other ClickUp tools, like timekeeping, chats, files, and tasks, when you want.
Here are a few ways we’ve used Templates in ClickUp:
There’s no doubt that using ClickUp templates saves time and energy in your biz. Are you ready to jump into ClickUp, but have no idea where to start? Check out our ClickUp template shop to get started! Then save your very own templates for your future use after you have customized them to fit your business needs.
Check out this guide to start using ClickUp Templates!
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January 5, 2022