✨ 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
  • Editing and deleting custom fields and options

Editing and deleting custom fields and options

3 min read

After creating custom columns in Workly, you can edit their settings, modify options, and delete them when they’re no longer needed.

Edit a custom field name

  1. Click the column header of the custom field in List view
  2. Select Edit Field
  3. Change the field name
  4. Click Save

Edit select options

For Single Select and Multi Select fields, you can manage the available options:

Add new options

  1. Open the field editor
  2. Click Add Option
  3. Enter the option name
  4. Choose a colour using the colour picker

Edit existing options

  1. Click on an option in the field editor
  2. Change the name or colour
  3. Changes apply to all tasks using that option

Delete options

  1. Click the delete icon next to an option
  2. The option is removed from all tasks that had it selected

Change option colours

Each select option can have a custom colour. Click the colour swatch next to an option to open the colour picker. Choose any colour — it appears as the background colour of the option chip in your task list.

Delete a custom field

  1. Click the column header of the field
  2. Select Delete Field
  3. Confirm the deletion

Warning: Deleting a custom field permanently removes the column and all its data from every task in the project. This action cannot be undone.

Reorder columns

Drag column headers in List view to reorder them. Put the most important columns first for easier scanning.

Hide columns

Don’t want to see a column but want to keep its data? Use the Attribute Visibility dialog to hide it instead of deleting it. Hidden columns retain all their data.

Frequently asked questions

How do I edit a custom field’s options in Workly?

Click the column header, select Edit Field, then add, edit, or delete options. You can change option names and colours. Changes apply to all tasks using those options.

What happens when I delete a custom field?

Deleting a custom field permanently removes the column and all its data from every task in the project. This cannot be undone. Consider hiding the column instead if you might need the data later.

Can I change the colour of a select option?

Yes, click the colour swatch next to any option in the field editor to open the colour picker. The colour appears as the background of the option chip in your task list.


Updated on February 25, 2026

What are your Feelings

  • Happy
  • Normal
  • Sad

Share This Article :

  • Facebook
  • X
  • LinkedIn
  • Pinterest
Table of Contents
  • Edit a custom field name
  • Edit select options
    • Add new options
    • Edit existing options
    • Delete options
  • Change option colours
  • Delete a custom field
  • Reorder columns
  • Hide columns
  • Frequently asked questions
    • How do I edit a custom field's options in Workly?
    • What happens when I delete a custom field?
    • Can I change the colour of a select option?

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