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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
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Meetings & Video Calls

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  • 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
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Troubleshooting & FAQ

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  • Network status and connectivity

Collaboration & Teams

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  • Inviting team members to your workspace
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  • 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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  • Projects & Tasks
  • Filtering and sorting tasks

Filtering and sorting tasks

3 min read

As your projects grow, Workly’s filtering and sorting tools help you find the tasks you need quickly. Apply multiple filters at once to narrow down your view to exactly what matters.

Open the filter panel

Click the Filter icon in the project toolbar to open the filter panel on the right side of your screen.

Available filters

Status

Filter tasks by their current status — To Do, In Progress, In Review, Blocked, On Hold, or Done. Select one or multiple statuses.

Priority

Filter by priority level — Urgent, High, Medium, Low, or No Priority.

Assignee

Filter to see tasks assigned to specific team members. Select one or multiple assignees to see their combined tasks.

Due date

Filter tasks by due date range. Set a from and to date to see tasks due within that window. This is useful for weekly or sprint planning.

Section

Filter by project section to focus on a specific phase, sprint, or category of work.

Updated date

Filter by when tasks were last updated. This helps you find recently changed tasks or identify stale tasks that haven’t been touched.

Custom fields

If your project has custom columns (single select, multi select), you can filter by those too. This lets you create very specific views — for example, filter by “Department: Engineering” and “Sprint: Sprint 3”.

Combine multiple filters

Apply multiple filters at the same time. For example, filter for high-priority tasks assigned to a specific person with a due date this week. Active filters are shown as chips in the filter panel.

Clear filters

Click Clear All to remove all active filters and return to the full task list. You can also remove individual filters by clicking the x on each filter chip.

Sorting

In List view, click any column header to sort tasks by that field. Click again to reverse the sort order. You can sort by:

  • Task name (alphabetical)
  • Status
  • Priority
  • Assignee
  • Due date
  • Created date
  • Any custom column

Frequently asked questions

How do I filter tasks by assignee in Workly?

Click the Filter icon in the project toolbar, then select one or multiple team members under the Assignee filter. The task list updates to show only tasks assigned to the selected people.

Can I filter by custom fields?

Yes, if your project has custom columns like single select or multi select, they appear as filter options in the filter panel alongside the built-in filters.


Updated on February 25, 2026

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Table of Contents
  • Open the filter panel
  • Available filters
    • Status
    • Priority
    • Assignee
    • Due date
    • Section
    • Updated date
    • Custom fields
  • Combine multiple filters
  • Clear filters
  • Sorting
  • Frequently asked questions
    • How do I filter tasks by assignee in Workly?
    • Can I filter by custom fields?

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