How to Edit a Template in ClickUp
Editing a template in ClickUp allows you to update and improve your standardized processes as your needs evolve. Here’s a step-by-step guide on how to edit a template in ClickUp:
- Click on your profile avatar in the bottom left corner of the ClickUp interface.
- Click 'Apps'.
- From the dropdown menu, select 'Template Center'.
- Within the Template Center, choose the type of template you want to edit.
- Click the ellipsis icon next to the template title.
- Select 'Edit'.
- Edit the template as needed. You can modify the template name.
- To edit tags, click on the tag icon below the title name.
- You can add template descriptions.
- You can add an image for your template by clicking the empty image space provided.
- After making the necessary edits, save your changes by clicking 'Save'.
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