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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

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
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  • Chat & Messaging
  • Sharing files and attachments

Sharing files and attachments

5 min read

Workly makes file sharing seamless across chat and tasks. Upload files from your computer or Google Drive, and share them with your team — with no file size limits.

Share files in chat

  1. Open any channel or direct message
  2. Click the attachment icon in the message input
  3. Choose a file from your computer
  4. Optionally add a message alongside the file
  5. Press Send

You can also drag and drop files directly into the chat to upload them.

Upload from Google Drive

If you’ve connected Google Drive (from the Agents page), you can attach files directly from your Drive:

  1. Click the Google Drive icon in the attachment options
  2. Browse or search your Drive files
  3. Select the file to attach

Google Drive files are linked directly, so recipients always see the latest version.

Attach files to tasks

Add files to any task from the task detail panel:

  1. Open a task
  2. Click the Attachments section
  3. Upload files from your computer or Google Drive

Attached files appear in the task detail and are also visible in the project overview’s Files section.

File preview

Workly supports inline preview for many file types:

  • Images — JPG, PNG, GIF, SVG displayed as thumbnails
  • PDFs — Preview directly in the app
  • Documents — DOC, DOCX, and other document formats
  • Spreadsheets — XLS, XLSX, CSV files
  • Videos — Playback directly in chat

Click any file to open the full-screen file viewer with download options.

Public file sharing links

Share files with people outside your workspace using public sharing links:

  1. Click the share option on any file
  2. A public link is generated
  3. Anyone with the link can view and download the file

The shared file page shows the file name, size, uploader, and upload date.

No file size limits

Workly doesn’t impose file size limits on uploads. Share large design files, video recordings, or data exports without worrying about restrictions.

Download files

Click the download icon on any shared file to save it to your computer. In the file viewer, you can also download individual files or all attachments from a message at once.

Frequently asked questions

Is there a file size limit in Workly?

No, Workly does not impose file size limits on uploads. You can share large files like design assets, video recordings, and data exports without restrictions.

Can I upload files from Google Drive?

Yes, if you’ve connected Google Drive from the Agents page, you can attach files directly from your Drive. Click the Google Drive icon in the attachment options to browse and select files.

Can I share files with people outside my workspace?

Yes, use the share option on any file to generate a public sharing link. Anyone with the link can view and download the file without needing a Workly account.


Updated on February 25, 2026

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Table of Contents
  • Share files in chat
  • Upload from Google Drive
  • Attach files to tasks
  • File preview
  • Public file sharing links
  • No file size limits
  • Download files
  • Frequently asked questions
    • Is there a file size limit in Workly?
    • Can I upload files from Google Drive?
    • Can I share files with people outside my workspace?

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