Getting Started 8 What is Workly? Creating your account and setting up a workspace Customising your dashboard layout Using global search Keyboard shortcuts and quick actions Onboarding and initial setup Signing in with Google Navigating Workly — sidebar and layout
Projects & Tasks 41 Adding cover images to tasks Managing tasks, subtasks, and task details Using board view (Kanban) Using calendar view Using list view Adding custom columns and fields to projects Adding custom views — YouTube, Figma, Google Docs, and Sheets Drag and drop tasks between views Duplicating tasks, sections, and projects Filtering and sorting tasks
Chat & Messaging 24 Searching messages in chat Managing channels and group conversations Sending messages, files, and reactions Sharing code snippets in chat Sharing files and attachments Annotating images before sending Link previews and message formatting Using @mentions in chat and tasks Message actions — pin, reply, edit, forward, and react Recording your screen in Workly
Meetings & Video Calls 18 Accepting and declining calls Screen sharing, recording, and meeting features Meeting transcription with Workly AI Google Calendar sync for meetings Making group video calls Making group voice calls Inviting users to meetings and calls Video calls, voice calls, and meeting features Scheduling meetings with attendees and recurrence Quick meetings and quick messages
AI Agents & Integrations 9 Using AI agents and integrations Connecting Google Workspace (Gmail, Drive, Calendar) Using AI chat inside a project AI daily updates and task summaries AI agents in Workly Using AI inside projects Creating and hiring custom AI agents Integrating services — Gmail, Drive, Calendar, Figma, Slack, and more Chatting with Workly AI
Account & Settings 7 Managing your profile and account settings Customising theme, display, and language Setting up notification preferences Browser and push notifications Email verification and password management Notifications, alerts, and the notification bell Viewing user profiles
Collaboration & Teams 12 Online presence and status indicators Leaving a project Accepting workspace and project invitations Creating and managing chat groups Managing chat groups — members, admins, and settings Joining public workspaces Managing workspaces and organisations Managing project members and roles Switching between workspaces Real-time collaboration and live updates
