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Using the People custom field

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The People custom field in Workly lets you add multiple team members to a task beyond the primary assignee. Use it to track reviewers, approvers, watchers, or any role your workflow needs.

Create a People field

  1. Click + Add Column in the project toolbar
  2. Choose People as the field type
  3. Enter a name (e.g. “Reviewers”, “Watchers”, “QA Team”)
  4. Click Create

Assign people

Click the People cell on any task row and select one or more workspace members. Multiple people can be added to the same field.

Use cases

  • Reviewers — Track who needs to review the work
  • Approvers — Identify who approves the task
  • Watchers — People who want updates on the task
  • Stakeholders — Key people interested in the task

Filter and group by People

You can filter and group your task list by People custom fields, making it easy to see tasks associated with specific team members.

Frequently asked questions

How do I add a People column in Workly?

Click Add Column in the project toolbar, choose People as the field type, and name it. You can then select team members for each task.

Can I add multiple people to a People field?

Yes, the People field supports multiple members. Click the cell and select as many team members as needed.