EXPLAINED: Remapping Due Dates in ClickUp Templates | Overview & Pro Tips

Welcome back.

Today we are going to answer the question.

I want to remap due dates for an event template with tasks before and after a key date. How do I use templates for this? Yeah, and before we get to the.

Actual question, I want to just explain a little bit about the structure of what you're about to see. These are clips from the private office hours that I have with all process driven clients, kind of in our client community. So you are going to be seeing a clip of a much larger conversation. So if things feel out of context, that's probably why each week I pull out the best questions about ClickUp, SOP documentation or just probably processes in general for small teams. And I feature it here on YouTube for those of you to kind of gather a bit of context about how you can do better in ClickUp or in documentation for your small business. So without further ado, let's flip over to today's answer.

So let's add this back into the mix. Templates in ClickUp are annoying. We've kind of established that. But the remapping feature is pretty cool. Let's see if I need to. Let me just make sure I don't need to go in and change any settings just to make sure this test account has it. There's actually a QLIK app for remapping due dates that might need to be turned on. Unless I am crazy. Let's just. Here we are. So we're here. Remap, subtasks, due dates, rescheduling dependencies. All this stuff is related to remapping. I'm going to say turn that on, turn that on. All these different areas. I don't know if there's any other ones we need to turn on. But do you go back to that when you actually create or save a folder as a template? And let's just add some tasks with dates to help make this clearer. The remapping feature in ClickUp pulls off of the start date, the first date, rather I should say the first date of a template. If I were to template this entire list, save this as a template. Hold on one second. Let's save it as a template. Pull that back in there. Save it as a template. We're going to create a new one. We're going to call it example 720. Save it to just me everything. Great. Once it loads, you'll see that in the actual template loading wizard. When you go to actually create something from a template, there is an option down here that says remap due dates. You can click on it and it has a How it works article, it has a help desk article in their intercom system. But it's kind of confusing and I'm going to. I think this is warrants a long deeper dive video later on. But when you're remapping, you need to have the first due date in the sequence. And this can be really challenging if for example, in this story, the date that you're keeping in your head is the date of the event and everything in your mind is relative to that event date. So it's two weeks after, it's six weeks before. That's how you're thinking about it. But ClickUp is not that smart and it'll only look at the first event. So when you're trying to remap due dates, you need to think about okay, when is the very first event and how is that, how does that relate to the date of the event? If that makes sense. So if your pre event marketing sequence is six weeks out, you have six weeks of Runway and your very first task is do six weeks before the day of the event. Exactly. Then that would be the date you put in here. And that can be a little bit annoying to calculate because again, you're always used to thinking about it in terms of just the event date. But we need to think about it in terms of when is the very first step and how does that relate to get us to the actual event date that we want. So here we go. We can remap start, end due dates. I didn't put any start dates in our template, so it doesn't really matter. And I can pick my first due date as let's just do it on Sunday. Include archive. Nope. Use template here. Use template. Code's creating it and we have it here. And now we see how the due dates have changed and shifted backward based on that first date. If one of these dates was our event, which would probably not be that one, it'd probably be one of the ones in the middle. And it's hard for you to do the math as to when your first. When your very first task is to know what that first date to put in one like little cheat you can do is actually say one year before event date. And this is kind of silly, but if we're trying to if all the other ones like it's confusing to map. It's like 13 and a half days before is when your first task is. Let's create an artificial task before. Oops, didn't mean to make that a subtask. Let's make that a task. Let's make an artificial first date in your template and we're going to make it August. Our event date is August 1st, so we're going to make it 8 1, 2019 one year in the past. We'll do that the exact same time and everything as to whenever our event would be. Let's just say this event is 8am Now. Let's save it as a template. Save as a template. We're going to override our existing template. Click Save, wait for it to load. And I hope this works because we're doing it live. Let's see. I hope this event is. Let's make it 9:1. I am not typing. Well, today we're going to remap due dates and we're going to make the first date 9:1 because that's the date of our event. But since it's artificially have it the year in advance, we're going to make it 2019 and I'm going to hope this is all going to map incorrectly. Okay, let's go and try. It really shouldn't be troubleshooting these things like this live, but here we go. Let's see. Event date 91 8am so that works. And once it's all loaded in here, I'm just going to archive this or delete this task since this actually isn't a real task. It's just the placeholder for the first date. But that makes my math super easy. It's the exact same date. I just changed the year to be one in advance so it's exactly the same and that gives us all of our stuff. That is how you remap things. If you try to use the event date as the start date, it doesn't work because it's not the first date. I keep saying start date. If you try to use the event date as the first date, it will not work because it is not the first date.

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