create_task_from_template
Create ClickUp tasks using predefined templates to standardize workflows and reduce manual setup time. Customize templates with specific details and assign them to project lists.
Instructions
Create a task from a template
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| template_name | Yes | Template name | |
| customizations | No | Customizations to apply to template | |
| list_id | Yes | List ID for the new task |
Implementation Reference
- src/clickup_mcp/tools.py:1156-1211 (handler)Implements the core logic for creating a task from predefined templates (bug_report, feature_request, code_review), applying customizations, and using the ClickUpClient to create the task.
async def create_task_from_template( self, template_name: str, list_id: str, customizations: Optional[Dict[str, Any]] = None, ) -> Dict[str, Any]: """Create a task from a template.""" # Define common templates templates = { "bug_report": { "name": "Bug Report: {title}", "description": "## Description\n\n## Steps to Reproduce\n1. \n2. \n3. \n\n## Expected Behavior\n\n## Actual Behavior\n\n## Environment\n", "priority": 2, "tags": ["bug"], }, "feature_request": { "name": "Feature: {title}", "description": "## Feature Description\n\n## User Story\nAs a [user type], I want [goal] so that [benefit].\n\n## Acceptance Criteria\n- [ ] \n- [ ] \n\n## Technical Notes\n", "priority": 3, "tags": ["feature"], }, "code_review": { "name": "Code Review: {title}", "description": "## PR Link\n\n## Changes Summary\n\n## Checklist\n- [ ] Code follows style guidelines\n- [ ] Tests added/updated\n- [ ] Documentation updated\n- [ ] No console errors\n", "priority": 2, "tags": ["review"], }, } template = templates.get(template_name) if not template: return {"error": f"Template '{template_name}' not found"} # Apply customizations task_data = template.copy() if customizations: task_data["name"] = task_data["name"].format(**customizations) task_data.update(customizations) # Create task task_request = CreateTaskRequest( name=task_data["name"], description=task_data.get("description"), priority=task_data.get("priority"), tags=task_data.get("tags"), ) task = await self.client.create_task(list_id, task_request) return { "id": task.id, "name": task.name, "template": template_name, "url": format_task_url(task.id), } - src/clickup_mcp/tools.py:395-409 (schema)Defines the input schema and metadata for the create_task_from_template tool.
name="create_task_from_template", description="Create a task from a template", inputSchema={ "type": "object", "properties": { "template_name": {"type": "string", "description": "Template name"}, "customizations": { "type": "object", "description": "Customizations to apply to template", }, "list_id": {"type": "string", "description": "List ID for the new task"}, }, "required": ["template_name", "list_id"], }, ), - src/clickup_mcp/tools.py:23-57 (registration)Registers the create_task_from_template tool in the ClickUpTools class's _tools dictionary, mapping the tool name to its handler method.
self._tools: Dict[str, Callable] = { "create_task": self.create_task, "get_task": self.get_task, "update_task": self.update_task, "delete_task": self.delete_task, "list_tasks": self.list_tasks, "search_tasks": self.search_tasks, "get_subtasks": self.get_subtasks, "get_task_comments": self.get_task_comments, "create_task_comment": self.create_task_comment, "get_task_status": self.get_task_status, "update_task_status": self.update_task_status, "get_assignees": self.get_assignees, "assign_task": self.assign_task, "list_spaces": self.list_spaces, "list_folders": self.list_folders, "list_lists": self.list_lists, "find_list_by_name": self.find_list_by_name, # Bulk operations "bulk_update_tasks": self.bulk_update_tasks, "bulk_move_tasks": self.bulk_move_tasks, # Time tracking "get_time_tracked": self.get_time_tracked, "log_time": self.log_time, # Templates "create_task_from_template": self.create_task_from_template, "create_task_chain": self.create_task_chain, # Analytics "get_team_workload": self.get_team_workload, "get_task_analytics": self.get_task_analytics, # User management "list_users": self.list_users, "get_current_user": self.get_current_user, "find_user_by_name": self.find_user_by_name, } - src/clickup_mcp/server.py:41-44 (registration)Registers the MCP list_tools handler which returns definitions including create_task_from_template via ClickUpTools.get_tool_definitions().
@self.server.list_tools() async def list_tools() -> List[Tool]: """List all available tools.""" return self.tools.get_tool_definitions() - src/clickup_mcp/server.py:46-59 (registration)Registers the MCP call_tool handler which dispatches to ClickUpTools.call_tool, enabling execution of create_task_from_template.
@self.server.call_tool() async def call_tool( name: str, arguments: Optional[Dict[str, Any]] = None ) -> List[TextContent | ImageContent | EmbeddedResource]: """Call a specific tool.""" logger.debug(f"Calling tool: {name} with arguments: {arguments}") try: result = await self.tools.call_tool(name, arguments or {}) return [TextContent(type="text", text=result)] except Exception as e: logger.error(f"Error calling tool {name}: {e}", exc_info=True) return [TextContent(type="text", text=f"Error: {e!s}")]