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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

41
  • 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
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  • Recording your screen in Workly
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  • Pinning important messages
  • Direct messages and group conversations
  • Replying to messages in threads
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  • Starting and scheduling meetings
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  • Google Calendar sync for meetings
  • Making group video calls
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  • 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

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  • 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

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Collaboration & Teams

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  • Using AI chat inside a project

Using AI chat inside a project

2 min read

Workly includes an AI chat sidebar inside every project. The AI has full context of your project — its tasks, members, sections, and data — so you can get project-specific insights.

Open AI chat in a project

  1. Open any project
  2. Click the AI chat icon in the project toolbar
  3. The AI sidebar opens with project context loaded

What you can ask

Since the AI knows your project context, you can ask things like:

  • “What tasks are overdue?”
  • “Summarise the project status”
  • “Who has the most tasks assigned?”
  • “What tasks are in the ‘In Progress’ status?”
  • “Draft a project update for the team”
  • “What tasks are due this week?”

Project-specific context

The AI chat inside a project is scoped to that project only. It sees:

  • All tasks and their statuses, priorities, and assignees
  • Sections and task groupings
  • Project members
  • Custom fields and their values
  • Project overview and statistics

AI with integrated services

If you’ve connected services like Google Drive, Gmail, or Calendar, the AI can also reference data from those integrations while answering project-related questions — all accessible automatically inside the project AI chat.

Frequently asked questions

Can I chat with AI inside a specific project?

Yes, open any project and click the AI chat icon. The AI has full context of that project’s tasks, members, sections, and custom fields.

Does the project AI know about my integrated services?

Yes, if you’ve connected services like Google Drive, Gmail, or Calendar, the project AI can reference data from those integrations in its responses.


Updated on February 25, 2026

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Table of Contents
  • Open AI chat in a project
  • What you can ask
  • Project-specific context
  • AI with integrated services
  • Frequently asked questions
    • Can I chat with AI inside a specific project?
    • Does the project AI know about my integrated services?

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