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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

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
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  • 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
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  • Collaboration & Teams
  • Uploading files and folders to Workly Drive

Uploading files and folders to Workly Drive

4 min read

Get files into Workly Drive in seconds. You can upload individual files, entire folders, or simply drag and drop from your computer.

Upload files

  1. Open Drive from the sidebar
  2. Click the Add button (or right-click an empty area)
  3. Choose Upload Files
  4. Pick one or more files from your computer

Upload an entire folder

  1. Click Add → Upload Folder
  2. Select the folder you want to upload

Workly preserves the folder’s internal structure — sub-folders and nested files are created automatically.

Drag and drop

The fastest way to upload is to drag files or folders directly from Finder/Explorer into the Drive area. A dashed drop zone appears while you drag, confirming the destination.

Where uploads go

Uploaded items land in the folder you currently have open. To upload into a specific folder, open it first, then drop or upload.

Tips

  • You can upload multiple files at once — select them all in one go
  • Drag and drop works from your desktop, Finder, or Windows Explorer
  • Upload speed depends on your connection and the file size

Frequently asked questions

How do I upload a file to Workly Drive?

Open Drive, click Add, and pick Upload Files. Or drag and drop the file from your computer into the Drive window.

Can I upload an entire folder?

Yes. Click Add and choose Upload Folder. Workly preserves the original folder structure including any sub-folders.

Where does my upload go?

Uploads land in the folder that’s currently open. Open the destination folder before uploading if you want it placed there.

Can I upload multiple files at once?

Yes. Select multiple files in the file picker, or drag and drop them as a group into Drive.


Updated on April 27, 2026
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Table of Contents
  • Upload files
  • Upload an entire folder
  • Drag and drop
  • Where uploads go
  • Tips
  • Frequently asked questions
    • How do I upload a file to Workly Drive?
    • Can I upload an entire folder?
    • Where does my upload go?
    • Can I upload multiple files at once?

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