Analysis of launching a template feature for ClickUp

1. TemplateHub
Ajay Raj Merchia

2. Marketplace - Download, buy, or sell templates with the ClickUp Community
Editor - Edit & update existing templates and test your templates with test data
TemplateHub Overview
My Templates - View, manage, and share all your templates in one spot

3. My Templates
Popularity of https://feedback.clickup.com/feature-requests/p/template-hub
is indicative enough of this feature’s importance

4. My Templates
––––––––––––––––––––
Manage Templates
––––––––––––––––––––
Viewing Templates
––––––––––––––––––––
Share Templates
Create.
Edit.
Download.

5. My Templates – Viewing
- Templates grouped by
type
- Creation & modified
metadata appear in the
lister
I ran out of custom field uses ☹

6. My Templates – Managing (Create/Edit)
Currently in order to create/edit a template, you need to create, access, modify,
and store a live version (i.e. Create a Space/Folder/etc., configure it, then save it)
Rather than creating a copy of the template to edit and polluting your core
workspace with unused templates, ClickUp should offer a TemplateEditor.
When users act to create/edit a template it will show up in the TemplateEditor.
Users will still be able to create templates the same way as before.

7. 1. Access TemplateHub
via the main parent
menu
2. Edit any template and
open it in the template
editor
3. Open the Template
Marketplace for
ClickUp & 3rd Party
Templates
4. Create a new template
for any type of object
My Templates – Managing UI
1
2
3
4

8. My Templates – Sharing & Access Control
Control access to templates
- Just me
- Admins
- User level
Share/export templates to
other teams
Upload/submit template to
ClickUp to join the
Marketplace/Featured
templates section

9. TemplateEditor

10. TemplateEditor
The Problem
- To edit a template it must be in the workspace
- Editing existing template process
- Unarchive
- Edit
- Test with Sample Data
- Save
- Re-Archive

11. TemplateEditor
- As an alternative to editing/creating in the workspace, the template editor
opens the relevant subview (see next slide) in an isolated test environment.
- Users can configure and toggle the appearance of sample data to make sure
their template is behaving as expected.
- Can Show/Hide/Edit/Create/Delete Test Data – not copied when template is cloned.
- Saving in “edit template” mode will replace the existing template.
- Saving in “new template” mode will prompt the user for a template title.

12. TemplateEditor – Relevant Subviews
––––––––––––––––––––
Project Editor
––––––––––––––––––––
Task Editor
––––––––––––––––––––
Checklist Editor
Sample
data ON
Sample
data OFF
Sample
data ON

13. Marketplace

14. MarketPlace
- ClickUp Sponsored Templates
- Existing Templates will continue to be offered
- Contributor (3rd Party) Templates
- Public marketplace of templates shared with the ClickUp Community
- My Public Templates
- Manage your public templates (availability/pricing)
- Insights on template popularity (# of downloads, revenue, usage, etc.)

15. MarketPlace
Community
Template Access
My Public Templates

16. Takeaways

17. Takeaways
ClickUp should prioritize building a lister for all templates to provide greater
insight on available templates and edit history.
ClickUp should build a template builder to reduce the complexity associated with
building templates
ClickUp should develop an online marketplace both to boost adoption and
revenue, and also supercharge the platform with crowd-sourced functionality