Do you find yourself doing the same thing over and over in your business?
Or are you reinventing the wheel every time you start a task or project even though you’ve done it many times before?
Templates are the answer.
In this episode, I share:
- How you can easily create, use and manage templates in ClickUp
- The types of templates I use in my business
- How to use templates and ClickUp automation together
I also share how you can get access to the templates I’ve developed over the past 18 months in my business and used with clients.
Hello and welcome to another episode of the ClickUp Love Series.
The best way to save time and not reinvent the wheel every time you do something in your business is to create templates.
Templates are simply preset elements that you can reuse over and over.
In terms of project management, we’re talking about projects, lists, tasks or checklists.
And creating templates in ClickUp is very easy.
You simply create a task the way you want it to be and then save it as a template. Simple!
And it’s super simple to use the templates too. You can use them when you create a task, or later, at a later stage when you realize that you need to use a template.
I know you can do something similar in other tools, but they don’t really have templates. The way people tend to do it they just have a task that they use as a reference, and they just keep on copying the task. Which is okay when you have a couple of templates. But, when you have many templates, this becomes quite messy and I simply don’t like it.
I much prefer the approach that ClickUp has taken by having templates. And they’re actually saved in their designated area called the Template Center, which makes it very easy to find and use.
In my business, I use templates a lot.
For example, I use a lot of tasks with checklists, so that I don’t miss a step. This is perfect for a blog post or social media post, so that I make sure that I don’t miss anything. Especially for those tasks – they tend to have a lot of different little things to do. So I love to have my checklists.
I also love to use that for my lead management, so when someone books a call then I’ve got a checklist about all the things I need to do to prepare, then during the call and then after the call as a follow-up, so that I DO follow up.
I also love templates for Docs. I did talk about docs in a previous episode and I use Docs for pretty much everything in ClickUp.
I love to do my weekly and monthly and quarterly and yearly reviews in ClickUp in a Doc. And so I have that as a template with prompts. Every week I just need to create a new Doc using that template, and then just filling out the blanks.
I love having that in ClickUp because then it’s also linked to my business plan that is also in ClickUp.
I also use templates for views. Views are just different ways to look at your tasks so you can have a list, a board, a calendar or different things. I tend to look at my tasks a certain way. I like to have them grouped a certain way or filtered a certain way. And so, instead of creating a view for every single list, folder and space in ClickUp, I have a template that I can simply re-apply. It saves me a lot of time.
All the templates I’ve just talked about are templates that I do not change so they basically set the way I work.
However, you can also have templates to use as a starting point to help you get started with a project. And that’s what I do with my launch plan for example.
I have a launch template. I know how I like to launch my products and my services with all the different phases and I have a template for that, which is quite generic. The tasks in it are quite generic such as “Create a sales page” or “Create a form in the email marketing system”. But then I can use that as a starting point. I know all the tasks are listed and then for each launch I can adapt that either by renaming the tasks to make them more specific or by adding or deleting tasks based on the launch. This is the best way to get started and to make sure that I don’t reinvent the wheel every time I launch something, or that I actually don’t miss a step.
Another thing I really love about templates in ClickUp is I can apply them manually (like I mentioned before when I create a task or at a later stage) but I can also add them as part of an automation.
So, for example, when I have an idea, I log it in ClickUp. I don’t necessarily know how I’m going to use it: is it going to be a blog post or an Instagram post? I don’t know yet. Once I know it, then I set the channel to let’s say “Instagram” and then through the automation it automatically applies all the checklists that apply to your social media posts. And I really love that because it saves me time. I don’t have to think about it every single time.
What I also love about templates is they’re very easy to share. Over the last 18 months I spent a lot of time developing my own systems and templates and I can now easily share them with you. Which is what I’ll be doing in my ClickUp course. And then I’ll teach you how to customize them for your own needs. So if you want to find out more, click on the link in the description and I’ll send you more details.
And that’s it for now. I’ll see you next week for another episode of the ClickUp Love Series.
This post contains affiliate links. If you sign up for an app using one of those links, I’ll get a small commission. I only recommend systems that I love and use in my business or with clients.