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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
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  • Minimised chat windows and multitasking
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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
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  • Screen sharing, recording, and meeting features
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  • Google Calendar sync for meetings
  • Making group video calls
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  • Inviting users to meetings and calls
  • Meeting details — recordings, transcripts, and notes
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  • Setting meeting reminders
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  • Scheduling meetings with attendees and recurrence
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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
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Account & Settings

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  • Pinning items to the sidebar in Workly
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Troubleshooting & FAQ

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  • 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
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  • Uploading files and folders to Workly Drive
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  • Sorting, filtering, and views in Workly Drive

Sorting, filtering, and views in Workly Drive

4 min read

Find what you need fast in Workly Drive with views, sorting, filters, and quick views like Starred, Shared, and Trash.

Switch between Grid and List view

Toggle between two views from the toolbar:

  • Grid view — Card-style icons with thumbnails, great for visual scanning
  • List view — Table layout with columns for name, type, size, and modified date

Sort items

Open the Sort menu and pick:

  • Name
  • Created
  • Modified
  • Size

Toggle the direction with the up/down indicator (A → Z or Z → A).

Group folders

The Sort menu also lets you choose how folders mix with files:

  • Folders first
  • Files first
  • Mixed

Filter

Use the filter chips to narrow the view by:

  • File type — Folders, Documents, Spreadsheets, Presentations, PDFs, Images, Videos, Audio, Archives
  • Created date — Today, Last 7 days, Last 30 days, This year, Last year, or Custom range
  • Modified date — Same options as Created

Click Clear filters to remove all active filters in one click.

Quick views

  • Starred — Items you’ve starred for quick access
  • Shared — Files and folders shared with you by others
  • Trash — Recently deleted items

Frequently asked questions

How do I switch Drive between Grid and List view?

Use the Grid View / List View toggle in the toolbar. Grid shows thumbnails; List shows columns for name, type, size, and modified date.

Can I sort by file size?

Yes. Open the Sort menu and pick Size. You can also sort by Name, Created, or Modified.

How do I find recently modified files?

Open the Filter chip for Modified date and pick Today, Last 7 days, Last 30 days, This year, Last year, or set a custom range.

Where do I see only the files shared with me?

The Shared quick view lists every file or folder shared with you by others.


Updated on April 27, 2026
drive filter sort views

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Table of Contents
  • Switch between Grid and List view
  • Sort items
  • Group folders
  • Filter
  • Quick views
  • Frequently asked questions
    • How do I switch Drive between Grid and List view?
    • Can I sort by file size?
    • How do I find recently modified files?
    • Where do I see only the files shared with me?

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