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  • Using Number, Text, and Date custom fields
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  • Adding custom views — YouTube, Figma, Google Docs, and Sheets

Adding custom views — YouTube, Figma, Google Docs, and Sheets

4 min read

Workly lets you embed external content directly inside your projects as custom view tabs. This means you can view YouTube videos, Figma designs, Google Docs, Google Sheets, and any website without leaving your project workspace.

What are custom views?

Custom views are additional tabs that appear alongside your standard project views (List, Kanban, Calendar). Each custom view embeds an external URL directly inside Workly, so your team can access important resources without switching between applications.

Supported embed types

  • YouTube — Embed training videos, product demos, or recorded meetings
  • Google Sheets — Embed spreadsheets, budgets, or tracking sheets
  • Google Docs — Embed documents, specs, or meeting notes
  • Figma — Embed design files, wireframes, or prototypes
  • Any Website — Embed any URL that supports iframe embedding

Add a custom view

  1. Open a project
  2. Click the + button next to the existing view tabs (List, Kanban, Calendar)
  3. Select the embed type you want — YouTube, Sheets, Figma, Docs, or Website
  4. Enter a tab name (e.g. “Design Mockups” or “Sprint Budget”)
  5. Paste the source URL
  6. Choose visibility — Private (only you) or Team (all project members)
  7. Click Save

The new tab appears in your project’s tab bar. Click it to view the embedded content.

YouTube embeds

Paste any YouTube video URL and Workly automatically converts it to an embedded player. Supported formats include:

  • https://www.youtube.com/watch?v=VIDEO_ID
  • https://youtu.be/VIDEO_ID
  • https://www.youtube.com/embed/VIDEO_ID

The video plays directly inside your project tab with full playback controls.

Figma embeds

Paste a Figma file URL to embed your designs. Workly handles the URL transformation automatically, supporting:

  • Design files (/design/...)
  • Regular files (/file/...)
  • Prototypes (/proto/...)

Team members can view and interact with the Figma embed directly inside Workly.

Google Docs and Sheets

Embed Google Docs and Sheets to keep important documents alongside your tasks. Paste the sharing URL from Google Drive and Workly renders the document inside the tab. Make sure the document has appropriate sharing permissions (at least “Anyone with the link can view”).

Edit or delete a custom view

Right-click on any custom view tab to see options:

  • Edit — Change the tab name, URL, or visibility
  • Delete — Remove the custom view tab

Fullscreen mode

Click the fullscreen icon in the top-right corner of any custom view to expand it to fill the entire content area. Click the exit fullscreen button or press Esc to return to normal view.

Open in new tab

Click the Open in New Tab icon to open the embedded URL in a separate browser tab for a full-size view.

Frequently asked questions

How do I embed a YouTube video in a Workly project?

Click the + button next to your project view tabs, select YouTube, enter a tab name, paste the YouTube video URL, choose visibility, and click Save. The video will appear as a new tab in your project.

Can I embed Figma designs in Workly?

Yes, add a custom view tab and select Figma as the type. Paste your Figma file URL (design, file, or prototype) and Workly automatically converts it to an interactive embed that team members can view.

Can other team members see my custom views?

It depends on the visibility setting. Choose Team visibility to make the custom view visible to all project members, or Private to keep it visible only to you.


Updated on February 25, 2026

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Table of Contents
  • What are custom views?
  • Supported embed types
  • Add a custom view
  • YouTube embeds
  • Figma embeds
  • Google Docs and Sheets
  • Edit or delete a custom view
  • Fullscreen mode
  • Open in new tab
  • Frequently asked questions
    • How do I embed a YouTube video in a Workly project?
    • Can I embed Figma designs in Workly?
    • Can other team members see my custom views?

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