Create a template with ClickUp
Posted: Tue Jan 21, 2025 3:45 am
We've already shown you how to create a Microsoft Word template from a new blank document. Now let's see how to do the same in ClickUp.
In addition to pre-built templates, ClickUp offers stellar templating capabilities that might surprise you. Read on to learn more.
Using ClickUp Docs and ClickUp Brain for Templates
ClickUp offers two powerful features that further enhance your ability to create templates: ClickUp Docs and ClickUp Brain.
ClickUp Docs ClickUp Docs can help you create document templates, such as meeting notes, project charters, or SOPs.
ClickUp Documents
Develop, share, and edit templates in real-time with ClickUp Docs
ClickUp Docs are highly customizable and you can link them to your tasks and projects. For sales marketing directors manager email list example, you can create a project plan template within ClickUp Docs, which can be used across multiple teams or projects.
ClickUp Docs is so good I never want to go back to Word for outlining or note-taking Tyler Guthrie, Director of Revenue Operations at Startup Pulse , Director of Revenue Operations at Startup Pulse
ClickUp Brain ClickUp Brain is an AI-powered feature within the ClickUp platform designed to improve task management and productivity through intelligent automation. This AI-powered writer helps you generate custom templates for any task, whether it’s project management, writing documentation, or organizing creative workflows.
In addition to pre-built templates, ClickUp offers stellar templating capabilities that might surprise you. Read on to learn more.
Using ClickUp Docs and ClickUp Brain for Templates
ClickUp offers two powerful features that further enhance your ability to create templates: ClickUp Docs and ClickUp Brain.
ClickUp Docs ClickUp Docs can help you create document templates, such as meeting notes, project charters, or SOPs.
ClickUp Documents
Develop, share, and edit templates in real-time with ClickUp Docs
ClickUp Docs are highly customizable and you can link them to your tasks and projects. For sales marketing directors manager email list example, you can create a project plan template within ClickUp Docs, which can be used across multiple teams or projects.
ClickUp Docs is so good I never want to go back to Word for outlining or note-taking Tyler Guthrie, Director of Revenue Operations at Startup Pulse , Director of Revenue Operations at Startup Pulse
ClickUp Brain ClickUp Brain is an AI-powered feature within the ClickUp platform designed to improve task management and productivity through intelligent automation. This AI-powered writer helps you generate custom templates for any task, whether it’s project management, writing documentation, or organizing creative workflows.