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
