Lily Chan
Merged in a post:
Apply templates to existing folders, lists, tasks
Erica Baughman
Right now the only way to use a template is to create a new folder/list/task and then move the information from the old one to the new. It would be nice to be able to simply "apply" the template to the existing folder.
For example we created a new folder template for our client space and now instead of being able to apply it we have to create a new one and move all the information we have over. Which is slowing down our new folder launch.
H
Hailey Hall
Need this as a soultion ASAP to make use of Clickup for our recurring project management processes.
Alyssa Vega-Fernandez
We need this like YESETERDAY! It would make organization more streamlined!
Rachel Warndahl
Yes, yes, yes! This would be so helpful.
S
Sasha Chernyshova
YALL - USE CASE SOLUTION I JUST DISCOVERED!!!
If you need to apply a template to an existing list to copy over view configuration such as custom field order (my specific use case) - do this:
- Go to your template view.
- Click 3 dots ON THE VIEW in the list (not the list in the side bar)
- Click Template - Save as Template
- Go to Existing List that you want to copy to
- CREATE NEW VIEW (in the template style such as list, table etc)
- Right Click View -> Customize View -> Template -> Apply Template
- Find your VIEW template in list and apply
Still needs to be repeated for multiple views, BUT at least you don't need to show and order custom fields manually.
S
Sasha Chernyshova
This is an imperative feature. I have 100's of lists. When I create a new configuration or system, I need to update ALL the lists to show certain views etc. Doing this manually is brutal. Not sure how this was overlooked this long.
Dawid Kotrys
up
Lily Chan
open
Jesica Benítez
Here is another user who joins this request. For me, and for the customers to whom I am implementing ClickUp as their business operating system, it is essential to have this functionality.
What my clients are looking for is real automation, and it's a pain to have to do this process manually. I realized a few days ago that there is no automation to trigger a list creation template, and this is key: most of my clients are agencies and design studios that work with cascades of tasks, not with subtasks.
I hope you can evaluate it soon, because it would be a huge step forward. 🙌
Rick
Curious that there has been such demand for this but very little movement. I wonder if it would require a larger overhaul of their system in some way because at first glance it seems like a lower effort/ high yield (user satisfaction) update. I just recently had to apply my template change to 50 lists manually. I was not a happy camper. I fear for scale within a larger team environment without this ability. Would greatly appreciate it if the team could bump this up on the roadmap. So many new features have been added that are great, backfilling this usability would be a huge help. Surprisingly it comes up often.
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