✨ 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
  • Blogs
  • Contact Us
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Chat
    • Meetings
  • Pricing
  • Blogs
  • Contact Us
Search
Login
Sign Up
Try for free
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Meetings
    • Chat
  • Pricing
  • Blogs
  • Contact Us
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Meetings
    • Chat
  • Pricing
  • Blogs
  • 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

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
  • 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

18
  • 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

9
  • 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

7
  • 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

12
  • 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
View Categories
  • Home
  • Help
  • Projects & Tasks
  • Adding custom columns and fields to projects

Adding custom columns and fields to projects

5 min read

Workly lets you add custom columns to any project so you can track exactly the data your team needs. Beyond the built-in fields like status, priority, assignee, and due date, you can create your own fields with different data types.

Available field types

  • Text — Free-form text for notes, links, or descriptions
  • Number — Numeric values for budgets, estimates, or scores
  • Single Select — A dropdown with predefined options (e.g. Department, Sprint)
  • Multi Select — Multiple options can be selected at once (e.g. Tags, Labels)
  • Date — Date picker for milestones, deadlines, or start dates
  • People — Assign additional people beyond the main assignee (e.g. Reviewer, QA Lead)

Add a custom column

  1. Open a project in List view
  2. Click the + icon at the end of the column headers
  3. Select the field type you want
  4. Enter a field name
  5. For Select and Multi Select types, add your options with custom colours
  6. Click Create

The new column appears immediately in your List view, and the field is also available in the task detail panel.

Configure select options

For Single Select and Multi Select fields, you can customise each option:

  • Add as many options as you need
  • Assign a colour to each option using the colour picker
  • Edit option names and colours after creation
  • Delete options you no longer need

Coloured options appear as chips in both List view and the task detail panel, making it easy to scan your task list at a glance.

Edit a custom column

Click the column header to access edit options:

  • Rename — Change the column name
  • Edit options — Modify select/multi-select options and colours
  • Delete — Remove the column and all its data

Show or hide columns

Not every team member needs to see every column. Use the Attribute Visibility dialog to toggle columns on or off:

  1. Open the project settings or column visibility menu
  2. Toggle each column’s visibility switch
  3. Hidden columns retain their data — they’re just not displayed

Custom fields in task details

Custom fields also appear in the task detail panel when you click on a task. You can view and edit all custom field values alongside the built-in fields like status, priority, and due date.

Reserved column names

The following names are reserved for built-in fields and cannot be used for custom columns: status, priority, assignee, due date, task name, created at, updated at, and created by.

Frequently asked questions

How do I add a custom column to a Workly project?

Open your project in List view, click the + icon at the end of the column headers, select a field type (text, number, select, multi-select, date, or people), enter a name, and click Create.

Can I add coloured labels to tasks?

Yes, create a Single Select or Multi Select custom field and assign colours to each option. The coloured options appear as chips in your task list, making it easy to visually categorise tasks.

Can I hide custom columns I don’t need?

Yes, use the Attribute Visibility dialog to toggle columns on or off. Hidden columns retain their data — they’re just not displayed in the list view.


Updated on February 25, 2026

What are your Feelings

  • Happy
  • Normal
  • Sad

Share This Article :

  • Facebook
  • X
  • LinkedIn
  • Pinterest
Table of Contents
  • Available field types
  • Add a custom column
  • Configure select options
  • Edit a custom column
  • Show or hide columns
  • Custom fields in task details
  • Reserved column names
  • Frequently asked questions
    • How do I add a custom column to a Workly project?
    • Can I add coloured labels to tasks?
    • Can I hide custom columns I don't need?

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

stay up to date

No spam. Just value.


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.in
Instagram Linkedin

Workly

© 2026 - All Rights Reserved

This is a sample website

Click here