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Resources
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Contact Us

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Products
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Pricing
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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

Using Number, Text, and Date custom fields
Using the People custom field
Assigning and reassigning tasks
Reordering columns and managing visibility
Editing and deleting custom fields and options
Tracking task activity and history
Adding cover images to tasks
Browsing project files
Creating and managing projects
Managing tasks, subtasks, and task details
Setting due dates and scheduling tasks
Understanding task statuses and priorities
Using board view (Kanban)
Using calendar view
Using list view
Copying and moving tasks between projects
Adding custom columns and fields to projects
Adding custom views — YouTube, Figma, Google Docs, and Sheets
Daily task reminders and due-today notifications
Drag and drop tasks between views
Duplicating tasks, sections, and projects
Deleting projects, tasks, and sections
Filtering and sorting tasks
Drag and drop tasks within and across sections
Grouping tasks by status, priority, assignee, and more
Using the project overview dashboard
Working with subtasks and task hierarchy
Adding attachments to tasks
Task comments and activity log
Organising tasks with sections
Using the workload view to manage team capacity
Bulk task creation — paste to create multiple tasks
Overdue task reminders and notifications
Project visibility and access settings
Exporting tasks to CSV
Editing task descriptions
Sorting tasks by date, priority, name, and more
Customising project colours and appearance
Task actions — copy, move, delete, duplicate, and share
Undo actions and restore deleted tasks
Collapsing and expanding sections

Chat & Messaging

24

Minimised chat windows and multitasking
Rich text formatting in chat messages
Searching messages in chat
Using chat, channels, and direct messages
Creating and sharing text snippets
Managing channels and group conversations
Sending messages, files, and reactions
Browsing shared files in chat
Creating tasks from chat messages
Sharing code snippets in chat
Sharing files and attachments
Annotating images before sending
Editing and deleting messages
Link previews and message formatting
Forwarding messages and files in chat
Using @mentions in chat and tasks
Message actions — pin, reply, edit, forward, and react
Recording your screen in Workly
Sending voice messages
Reacting to messages with emojis
Pinning important messages
Direct messages and group conversations
Replying to messages in threads
Uploading files from Google Drive

Meetings & Video Calls

18

Starting and scheduling meetings
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
Meeting details — recordings, transcripts, and notes
AI-generated meeting minutes
Recording meetings and calls
Video calls, voice calls, and meeting features
Setting meeting reminders
Making one-to-one video calls
Making one-to-one voice calls
Scheduling meetings with attendees and recurrence
Quick meetings and quick messages
Setting up recurring meetings

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

Troubleshooting & FAQ

1

Network status and connectivity

Collaboration & Teams

12

Inviting team members to your workspace
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
Workspace roles and permissions

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Account & Settings

Account & Settings

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

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