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Getting Started

8 Articles

What is Workly?

Last Updated: February 25, 2026

Learn what Workly is and how it helps teams manage projects, tasks, communication, meetings, and AI workflows.

Creating your account and setting up a workspace

Last Updated: February 25, 2026

Step-by-step guide to creating your Workly account, verifying your email, and setting up your first workspace for your team.

Customising your dashboard layout

Last Updated: February 25, 2026

Customise your Workly dashboard by arranging widgets with drag and drop. View task summaries and personalise your workspace overview.

Using global search

Last Updated: February 25, 2026

Use global search in Workly to find tasks, messages, files, projects, and people across your entire workspace instantly.

Keyboard shortcuts and quick actions

Last Updated: February 25, 2026

Master Workly keyboard shortcuts to navigate faster, create tasks, switch views, and manage your work efficiently with quick actions.

Onboarding and initial setup

Last Updated: February 25, 2026

Get started with Workly's onboarding. Create your workspace, invite team members, connect integrations, and enable notifications in a few steps.

Signing in with Google

Last Updated: February 25, 2026

Sign in to Workly with your Google account. Use Google OAuth for quick, secure, one-click login.

Navigating Workly — sidebar and layout

Last Updated: February 25, 2026

Navigate Workly using the sidebar. Access Dashboard, Chat, Tasks, Meetings, Agents, and all your projects from the collapsible sidebar.