Easily copy and move tasks across projects and sections in Workly.
Copy a task
- Open the task or right-click it
- Select Copy from the actions menu
- Choose the destination project and section
- Click Copy
Copying creates a new task with the same title, description, and details. The original task remains unchanged.
Move a task
- Open the task or right-click it
- Select Move from the actions menu
- Choose the destination project and section
- Click Move
Moving transfers the task to the new location. It no longer appears in the original project.
Move between sections
To move a task to a different section within the same project, you can:
- Drag and drop the task to the new section
- Use the Move action from the task menu
Send task in message
Share a task with your team by sending it as a chat message:
- Open the task actions menu
- Select Send in Message
- Choose the conversation or channel
- The task is shared as a clickable link
Select and copy text
You can select and copy task names, descriptions, and other text content directly — just highlight the text and use your standard copy shortcut.
Frequently asked questions
How do I move a task to another project?
Open the task, select Move from the actions menu, choose the destination project and section, and click Move.
Can I send a task as a chat message?
Yes, use the Send in Message option from the task actions menu. Choose the conversation and the task is shared as a clickable link.
