How to update a Doc template in ClickUp

Here is how to update a doc template in clickup

First open the Template Center and select the "Doc" option from the Template Types menu in the left sidebar
Next find and click the Doc template you want to update
Click on the "More options" (three dots) menu button in the template details header
Select "Edit" from the dropdown menu
Click on the template title field to edit the name
You can enter the template description in the description text area
Once done, click on the "Save" button in the top-right corner
To add tags, click "Tags" option below the template title
Then select tags from the dropdown menu
Next to update the Share setting, click the "Share" button
Then select a sharing option from dropdown menu as needed

ClickUp is a versatile productivity platform designed to centralize all your work in one place.

Updating a Doc template in ClickUp allows you to keep your documentation organized and up-to-date effortlessly.

This feature benefits teams by providing consistency across projects, ensuring everyone is aligned and using the latest information.

By seamlessly updating templates, you save time and maintain a high standard of efficiency across your team's documentation process.

Last updateSeptember 12, 2026