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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

43
  • Generate subtasks with AI in Workly
  • Generate a task description with AI in Workly
  • 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

23
  • Starting a physical meeting in Workly
  • Adding attendees to a physical meeting (internal and external)
  • Auto-recording and live transcription in physical meetings
  • AI-generated Minutes of Meeting (MOM) for physical meetings
  • Turning physical meeting action items into tasks
  • 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

15
  • AI-generated Minutes of Meeting (MOM) for physical meetings
  • Turning physical meeting action items into tasks
  • Generate subtasks with AI in Workly
  • Generate a task description with AI in Workly
  • Talk to Workly from anywhere with ⌘⌘ (double-tap Command)
  • Chat with Workly from anywhere with ⌥⌥ (double-tap Option)
  • 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

10
  • Pinning items to the sidebar in Workly
  • Talk to Workly from anywhere with ⌘⌘ (double-tap Command)
  • Chat with Workly from anywhere with ⌥⌥ (double-tap Option)
  • 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

22
  • Sharing a Drive file with a public link
  • Previewing files in Workly Drive
  • Sorting, filtering, and views in Workly Drive
  • Bulk actions and multi-select in Workly Drive
  • Starring and pinning items in Workly Drive
  • File details, sharing info, and activity history in Workly Drive
  • Trash, restore, and permanent delete in Workly Drive
  • 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
  • Uploading files and folders to Workly Drive
  • Creating and organizing folders in Workly Drive
  • Sharing Drive files and folders with users, projects, and workspaces
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  • Previewing files in Workly Drive

Previewing files in Workly Drive

2 min read

Open and preview files inside Workly Drive without downloading them. Documents, images, video, audio, and code all render right in the browser.

Open the preview

  1. Click any file in Drive
  2. The preview opens in a modal with the file rendered inline

Browse files in the same folder

Inside the preview, use:

  • The Previous and Next buttons
  • Or your keyboard’s left/right arrow keys

Supported file types

Workly previews most everyday file types:

  • PDFs — In-modal viewer with page navigation
  • Images — JPG, PNG, SVG, WebP, and more, rendered at high resolution
  • Video — Stream directly with playback controls
  • Audio — Listen without downloading
  • Office documents — Word (.doc, .docx), Excel (.xls, .xlsx), PowerPoint (.ppt, .pptx)
  • Text and code — TXT, Markdown, JSON, JS, TSX, and many more

What’s in the preview window

Beyond the file itself, the preview gives you quick access to:

  • Download
  • Share
  • The Info panel (Details, Sharing, Activity)

Frequently asked questions

Which file types can Workly preview?

PDFs, images (JPG, PNG, SVG, WebP), video, audio, Office documents (Word, Excel, PowerPoint), and most plain-text and code files.

Do I have to download a file to read it?

No. Click the file and Workly opens an in-app preview. You can read, watch, or listen without saving anything to your computer.

Can I move between files inside the preview?

Yes. Use the Previous/Next buttons or your left/right arrow keys to browse all files in the current folder.

Does the PDF preview support multiple pages?

Yes. The PDF viewer has built-in page navigation.


Updated on April 27, 2026
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Table of Contents
  • Open the preview
  • Browse files in the same folder
  • Supported file types
  • What's in the preview window
  • Frequently asked questions
    • Which file types can Workly preview?
    • Do I have to download a file to read it?
    • Can I move between files inside the preview?
    • Does the PDF preview support multiple pages?

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