Include Docs in Templates
complete
Laura Petri
I would like to save a Doc as part of a folder template so when I use that template, a copy of that doc is also a part of the folder. Currently I have to create a duplicate of the doc and move the duplicate to the new folder.
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Sydney
complete
Thank you all for your feedback! When you apply a Folder template into your Workspace any existing Doc in the template will be included.
Jared Clark
We created a space that we want to duplicate for our clients. Within that space, we have interlinking tasks and documents for easy reference and access. However, when we copy that space, or create from template, the links we created to documents still point to the old doc in the old space, rather than then the new docs in the new space. So our interlinking was pointless for purposes of using it as a template, because we have to recreate all of those links to documents each time we create a new space from the template.
Zuzana Rezacova
I would like to have Relationships in templates and use my existing docs as a Attachement, please.
Nicole Widder
I would love to be able to create a Folder Template or Space Template with Documents in it. We have moved our Project Management into ClickUp and have a few document templates that need to be populated. It would be helpful that for each new Project we could spin up the Folder or Space with the appropriate Document Templates without having to grab them all manually.
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JTK
I would like to be able to choose a doc template from inside of task.