✨ New update: Automation 2.0 is live — smarter workflows, faster results.
See what’s new
Workly
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Chat
    • Meetings
  • Pricing
  • Resources
    • Blogs
    • Guide
    • Download
  • Contact Us
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Chat
    • Meetings
  • Pricing
  • Resources
    • Blogs
    • Guide
    • Download
  • Contact Us
Login
Sign Up
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Meetings
    • Chat
  • Pricing
  • Resources
    • Blogs
    • Guide
    • Download
  • Contact Us
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Meetings
    • Chat
  • Pricing
  • Resources
    • Blogs
    • Guide
    • Download
  • Contact Us
App Store
Google Play
Try for free

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
View Categories
  • Home
  • Help
  • Account & Settings
  • Pinning items to the sidebar in Workly

Pinning items to the sidebar in Workly

3 min read

Pin the items you use most to the top of the sidebar in Workly. Pinned items live in a dedicated section so your favorite projects, channels, meetings, and Drive items are always one click away.

What you can pin

  • Projects
  • Chat channels — DMs, group chats, and AI agent conversations
  • Meetings
  • Drive folders and files

Pin an item

  1. Find the item in the sidebar
  2. Right-click the item to open the context menu
  3. Click Pin to Sidebar

The item appears immediately in the Pinned section at the top of the sidebar.

Unpin an item

Two options:

  • Right-click the pinned item and choose Unpin from Sidebar
  • Hover over the pinned item in the Pinned section and click the Unpin icon

The Pinned section

Pinned items appear together in a collapsible Pinned section near the top of the sidebar. Click the section header to expand or collapse. Each pinned item keeps its original icon — folder, channel, project, or meeting — so it’s easy to recognize at a glance.

Tips

  • Pin the project you’re spending the week on so it’s always at the top
  • Pin a recurring meeting to jump straight to its detail page and recordings
  • Pin Drive folders you reference daily — like a shared resources folder or active design files
  • Pin a chat channel to keep your team’s main thread one click away

Frequently asked questions

How do I pin something to the sidebar?

Right-click the item and choose Pin to Sidebar. It will appear at the top in the Pinned section.

What can I pin?

Projects, chat channels (DMs, groups, and AI agents), meetings, and Drive folders or files.

How do I unpin?

Right-click the pinned item and choose Unpin from Sidebar, or hover over it in the Pinned section and click the Unpin icon.

Where do pinned items appear?

All pinned items live together in a collapsible Pinned section at the top of the sidebar.

Is there a limit?

There’s no hard cap. Workly loads pinned items in pages of 50 with infinite scroll, so you can pin as many as you need.


Updated on April 27, 2026
navigation pin shortcuts sidebar

What are your Feelings

  • Happy
  • Normal
  • Sad

Share This Article :

  • Facebook
  • X
  • LinkedIn
  • Pinterest
Table of Contents
  • What you can pin
  • Pin an item
  • Unpin an item
  • The Pinned section
  • Tips
  • Frequently asked questions
    • How do I pin something to the sidebar?
    • What can I pin?
    • How do I unpin?
    • Where do pinned items appear?
    • Is there a limit?

Don’t just work harder — work smarter with Workly.

stay up to date

No spam. Just value.


Subscribe

Get productivity tips, feature updates, and smart automation ideas straight to your inbox.
Workly

Workly

© 2026 - All Rights Reserved

Product

  • Pricing
  • About Us
  • Request a Demo

Resources

  • Blog
  • Contacts
  • Terms
  • Privacy Policy
  • Help Center

Company

  • 1st Floor, Wing A, Enkay Centre, Vaniya Kunj, Udyog Vihar Phase V Rd, Phase V, Udyog Vihar, Sector 19, Gurugram, Haryana 122012
  • Inquiries: info@worklyapp.ai
Instagram Linkedin

Workly

© 2026 - All Rights Reserved

This is a sample website

Click here