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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
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  • Collapsing and expanding sections

Chat & Messaging

24
  • Minimised chat windows and multitasking
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  • Sharing code snippets in chat
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  • Annotating images before sending
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  • Forwarding messages and files in chat
  • Using @mentions in chat and tasks
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  • Recording your screen in Workly
  • Sending voice messages
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  • Direct messages and group conversations
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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
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  • 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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  • Meetings & Video Calls
  • Making group voice calls

Making group voice calls

2 min read

Need to talk to your whole team at once? Workly lets you start group voice calls from any group chat — all members get notified and can join instantly.

Start a group voice call

  1. Open a group chat conversation
  2. Click the phone icon in the chat header
  3. All group members receive an incoming call notification

Each member can choose to accept or decline the call individually.

Joining a group call

When a group call is active, any group member can join at any time by clicking the call notification or the active call indicator in the chat.

During the call

  • Mute / Unmute your microphone
  • Select audio devices — choose input and output
  • See participants — the roster shows who’s on the call
  • Active speaker indicator — see who is currently speaking
  • End call — leave the group call

Everyone joins muted by default to avoid noise. Unmute when you want to speak.

Participant management

The call roster shows all active participants in real time. You can see who has joined, who is speaking, and who is muted. Participants can join and leave freely throughout the call.

Frequently asked questions

How do I start a group voice call in Workly?

Open a group chat and click the phone icon in the chat header. All group members receive an incoming call notification and can accept or decline individually.

Can people join a group call after it starts?

Yes, any group member can join an active group call at any time by clicking the call indicator in the chat.


Updated on February 25, 2026

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Table of Contents
  • Start a group voice call
  • Joining a group call
  • During the call
  • Participant management
  • Frequently asked questions
    • How do I start a group voice call in Workly?
    • Can people join a group call after it starts?

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