ClickUp templates are one of the most underused productivity accelerators in 2026. With over 1,000 templates in ClickUp’s official library — covering project management, marketing, engineering, HR, sales, and more — there’s no reason to build your workspace from scratch. This guide covers the 15 best ClickUp templates of 2026, what each one does, who it’s for, and exactly how to use it to maximize your team’s output.
Why Use ClickUp Templates?
A ClickUp template is a pre-built workspace structure — including Lists, Docs, custom fields, automations, views, and even pre-populated tasks — that you can instantly apply to any Space, Folder, or List. Instead of spending hours setting up your workspace, you import a template and start working in minutes.
The real power of ClickUp templates in 2026: they’re not just task lists. The best templates include pre-built automations, custom field logic, dashboards, and ClickUp Docs — giving you a complete operational system, not just a blank board.
How to Use ClickUp Templates
- Open ClickUp and navigate to the Space or Folder where you want to add the template
- Click the + New button → select Space/Folder/List/Doc template
- Browse the template center or search by name
- Preview the template, then click Use Template
- Customize the template: rename it, assign team members, set due dates, and adjust custom fields
- For templates with automations, review and activate each automation rule in the automation menu
The 15 Best ClickUp Templates in 2026
1. ClickUp Project Management Template
Best for: General project managers, teams running multiple simultaneous projects
The flagship template. Includes a List view for task tracking, Board view for Kanban-style workflow, Gantt view for timelines, a built-in project brief Doc, and custom fields for priority, status, effort, and assignee. Comes with 10+ pre-built automations: auto-assign tasks by type, notify the project owner when tasks move to “Review,” and flag overdue tasks automatically.
Power tip: Use the Workload view to spot over-assigned team members and redistribute tasks before deadlines pile up.
2. Agile Scrum Template
Best for: Software engineering teams, product teams, agile coaches
This template replicates a full Scrum workflow in ClickUp: Product Backlog, Sprint Backlog, Active Sprint board, and Retrospective notes Doc. Custom fields include Story Points, Sprint #, Epic, and Acceptance Criteria. Automations move issues through sprint stages and notify the team when a sprint ends.
Power tip: Use ClickUp’s Sprint Dashboards to track burndown automatically — no manual chart updates needed.
3. Product Launch Template
Best for: Product teams launching new features or products
Covers the full launch lifecycle: Discovery → Design → Development → QA → Launch → Post-launch. Includes cross-team task dependencies (design must complete before dev starts), a launch checklist Doc, and a stakeholder update template. Custom fields track launch phase, owner team, and launch date.
4. Marketing Campaign Template
Best for: Marketing teams managing multi-channel campaigns
Built around campaign lifecycle management: Ideation → Brief → Production → Review → Publish → Measure. Includes a creative brief Doc, asset tracking List, channel calendar, and post-campaign analytics fields. Integrations with ClickUp’s native Email feature let you send campaign updates without leaving ClickUp.
5. Customer Onboarding Template
Best for: Customer success, SaaS companies, service firms
A structured onboarding workflow that tracks every client from contract signed to fully onboarded. Includes milestone-based task stages, automated welcome email trigger, client health score field, and a kickoff call agenda Doc. Automations notify the CSM when clients miss key milestones.
6. Bug Tracking Template
Best for: Engineering teams, QA teams
A purpose-built bug management system with severity classification (Critical, High, Medium, Low), reproduction steps field, browser/OS environment field, and linked pull request field. Automations route bugs to the correct engineering team based on component tag and escalate Critical bugs to Slack in real time.
7. Content Calendar Template
Best for: Content teams, blog managers, social media managers
Manages the full content production process: Ideation → Outline → Draft → Edit → Design → Schedule → Published. Calendar view gives a visual month-at-a-glance of all publishing dates. Custom fields include Content Type, Target Keyword, Publish Date, Channel, and Author. Includes an editorial brief Doc template.
8. Remote Team Hub Template
Best for: Fully distributed teams, hybrid teams
A team home base template with: standup async updates (ClickUp Doc with daily sections), team announcements board, timezone-aware meeting scheduler, and a team directory with role and location fields. Automations send weekly digest messages to the team Slack channel every Monday morning.
9. Sales CRM Template
Best for: Sales teams, account managers, business development
Full CRM pipeline management: Lead → Contacted → Qualified → Proposal → Negotiation → Closed Won/Lost. Contact information fields, deal value, close probability, next action, and last contacted date. Activity log view tracks all communication history. Integrations with Gmail add-on auto-log emails to the right deal.
10. HR Onboarding Template
Best for: HR teams, people operations, managers
30-60-90 day onboarding structure for new hires. Pre-Week 1 tasks (send laptop, set up accounts) through Day 90 check-in. Includes an onboarding buddy assignment automation, new hire welcome doc template, and role-specific task list customization. Manager and new hire each have their own task sections.
11. OKR & Goals Tracking Template
Best for: Executives, team leads, strategy teams
A structured framework for setting and tracking Objectives and Key Results at company, department, and individual levels. Uses ClickUp Goals natively alongside a tracking List. Custom fields include OKR owner, progress %, target value, and quarterly period. Rollup views show company-wide goal health at a glance.
12. Event Planning Template
Best for: Event coordinators, marketing teams, EA/operations
Full event lifecycle: Concept → Venue → Speakers → Marketing → Logistics → Day-of → Post-event. Includes a vendor management List, speaker brief Doc, run-of-show timeline, and post-event survey template. Automations trigger vendor follow-up tasks 30 days before the event.
13. Client Project Delivery Template
Best for: Agencies, consultants, professional services firms
A complete client delivery framework with: proposal Doc, project brief, weekly status update template, deliverable tracking List, and client approval workflow. Automations send weekly status emails to the client contact at the end of every Friday. Built-in time tracking captures billable hours per task.
14. Design Studio Template
Best for: Design teams, creative agencies
Manages the creative workflow: Brief → Concept → Design → Review → Revisions → Final Approval → Handoff. Custom fields for Design Type, Brand, File Format, and Creative Brief Link. Feedback collection integrated with ClickUp Docs allows stakeholders to comment directly on the brief without separate emails.
15. IT Request & Help Desk Template
Best for: IT teams, operations, internal support
A structured IT ticketing system built inside ClickUp. Includes request intake form (ClickUp Form), priority triage, assignment to the right IT team member, SLA tracking fields, and resolution documentation. Automations acknowledge new tickets instantly and escalate unresolved high-priority tickets after 4 hours.
ClickUp Template Comparison: Free vs Premium
How to Build Your Own ClickUp Template
Once you’ve customized a template or built a workflow from scratch, save it for future reuse:
- Right-click the Space, Folder, or List you want to save
- Select Templates → Save as Template
- Name the template and choose whether to make it available to your workspace or just yourself
- Choose what to include: tasks, custom fields, automations, views, Docs
- Click Save — your template appears in the template center for your workspace
Frequently Asked Questions: ClickUp Templates 2026
Are ClickUp templates free?
ClickUp’s official templates in the template center are free to use. Some third-party templates from creators require purchase. Features within templates (like Automations, Time Tracking, and Goals) still require the ClickUp plan that supports those features.
Can I share a ClickUp template with another workspace?
Yes — ClickUp allows you to share templates via a direct link. Anyone with the link can import the template into their own workspace, regardless of which plan they’re on (though features that require paid plans will be inactive on Free).
What’s the difference between a ClickUp template and a ClickUp Doc template?
A ClickUp template saves a List, Folder, or Space structure with tasks and settings. A ClickUp Doc template saves a pre-formatted document with placeholder text. Both types are accessible through the template center and serve different purposes — one structures work, the other structures documents.
Do ClickUp templates include automations?
Yes — many ClickUp templates include pre-built automations. However, automations require a paid ClickUp plan. On the Free plan, you can import the template but automations will be inactive. ClickUp Unlimited and above unlock automations.
📚 Related Reading on WorkManagement Hub
🔗 Official Resources & Further Reading
🎯 Expert Bottom Line
ClickUp templates are the fastest path from “chaotic workspace” to “organized, scalable operation.” The best templates in 2026 are not just pre-built task lists — they’re complete operational systems with automations, custom fields, dashboards, and embedded Docs that reflect real-world workflows. Start with the Project Management template or Agile Scrum template, customize it to your process, and save your version as a workspace template to reuse across every future project. The teams that invest 30 minutes setting up the right template today save hours of administrative overhead every single week.
