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Getting Started

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  • What is Workly?
  • Creating your account and setting up a workspace
  • Customising your dashboard layout
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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
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  • Setting due dates and scheduling tasks
  • Understanding task statuses and priorities
  • Using board view (Kanban)
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  • Copying and moving tasks between projects
  • Adding custom columns and fields to projects
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  • Daily task reminders and due-today notifications
  • Drag and drop tasks between views
  • Duplicating tasks, sections, and projects
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  • Filtering and sorting tasks
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  • Using the project overview dashboard
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  • Organising tasks with sections
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AI Agents & Integrations

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Collaboration & Teams

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  • Inviting team members to your workspace
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  • Inviting team members to your workspace

Inviting team members to your workspace

6 min read

Workly is built for teamwork, and adding people to your workspace is straightforward. You can invite team members during onboarding or at any time from within the app. If you haven’t set up your workspace yet, start with creating your account.

How to invite team members

During workspace setup

When you first create a workspace, Workly asks you to invite teammates as part of the setup process. Enter their email addresses one at a time (pressing Enter after each) or paste multiple emails separated by commas or semicolons.

Click Invite to send all invitations at once, or click Skip to do it later.

From the Invite User dialog

To invite someone after your workspace is set up:

  1. Open the Invite User dialog from your workspace
  2. Enter the person’s email address
  3. Select the workspace you want to invite them to
  4. Click Send Invitation

The person will receive an email with a link to join your workspace. You’ll see a confirmation message once the invitation is sent.

Workly workspace settings for managing invitations
Manage workspace members and invitations from settings

Create a new workspace while inviting

If you need to invite someone to a workspace that doesn’t exist yet, you can create one directly from the invite dialog. Click Create New Workspace, enter the workspace name and description, set whether it’s public or private, and then send the invitation.

How invitations work

When you invite someone, here’s what happens:

  1. They receive an email with an invitation link
  2. If they already have a Workly account, clicking the link adds them to your workspace
  3. If they don’t have an account, they’ll be prompted to sign up first, then the invitation is accepted automatically

Invitations are valid for 30 days. If an invitation expires, you can send a new one.

Domain-based access

If you enabled the option to let anyone with your email domain join automatically during workspace setup, teammates with the same domain (e.g. @yourcompany.com) can discover and join your workspace without needing an invitation.

This is useful for larger teams where sending individual invitations isn’t practical.

Managing invitations

  • Duplicate invitations — Workly prevents sending duplicate invitations. If someone has already been invited or is already a member, you’ll see a message letting you know.
  • Permissions — You need the appropriate permissions to invite users to a workspace. If you see a permissions error, check with your workspace administrator.
  • Pending invitations — You can view and manage pending invitations that haven’t been accepted yet.

Accepting an invitation

If you’ve received an invitation to join a Workly workspace:

  1. Click the invitation link in your email
  2. If you’re already logged in, the invitation is accepted automatically and you’ll see a confirmation with the organisation and workspace name
  3. If you’re not logged in, you’ll be asked to sign in or create an account first — the invitation will be accepted as soon as you log in

After accepting, you’ll be taken directly to the workspace where you can start collaborating with your team.

Frequently asked questions

How do I invite someone to my Workly workspace?

Open the Invite User dialog, enter the person’s email address, select the workspace you want to invite them to, and click Send Invitation. They’ll receive an email with a link to join. You can also invite multiple people during workspace setup by entering their emails separated by commas.

What happens if my invitation expires?

Workly invitations are valid for 30 days. If an invitation expires before the person accepts it, you can simply send a new invitation from the Invite User dialog.

Can people join my workspace without an invitation?

Yes, if you enable domain-based access during workspace setup. When this option is turned on, anyone with the same email domain (e.g. @yourcompany.com) can discover and join your workspace automatically without needing a direct invitation.


Updated on February 25, 2026

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Table of Contents
  • How to invite team members
    • During workspace setup
    • From the Invite User dialog
    • Create a new workspace while inviting
  • How invitations work
  • Domain-based access
  • Managing invitations
  • Accepting an invitation
  • Frequently asked questions
    • How do I invite someone to my Workly workspace?
    • What happens if my invitation expires?
    • Can people join my workspace without an invitation?

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