Turn conversations into action with Workly. Create a task directly from any chat message so important action items don’t get lost in conversations.
Create a task from a message
- Hover over a message in chat
- Click the more actions menu (three dots)
- Select Create Task
- Choose the project for the task
- Edit the task details if needed
- Click Create
The message content becomes the task title or description, and a link to the original message is preserved.
Why use this feature
- Capture action items — Turn decisions from chat into trackable tasks
- Never forget — Important requests become tasks with deadlines and assignees
- Context preserved — The task links back to the original chat message
Works with any message
You can create a task from any type of message — text messages, file attachments, or replies. The message content is used as the starting point for the task.
Frequently asked questions
How do I create a task from a chat message in Workly?
Hover over the message, click the more actions menu, and select Create Task. Choose the project, edit details if needed, and click Create.
Is the original message linked to the created task?
Yes, the task preserves a link to the original chat message for context.
