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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
  • 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)
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  • 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
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  • 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

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  • Minimised chat windows and multitasking
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  • Creating and sharing text snippets
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  • Sharing code snippets in chat
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  • Recording your screen in Workly
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Meetings & Video Calls

18
  • Starting and scheduling meetings
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  • Google Calendar sync for meetings
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  • Inviting users to meetings and calls
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  • Recording meetings and calls
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  • Setting meeting reminders
  • Making one-to-one video calls
  • Making one-to-one voice calls
  • Scheduling meetings with attendees and recurrence
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  • Setting up recurring meetings

AI Agents & Integrations

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  • Using AI agents and integrations
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  • Using AI inside projects
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  • Integrating services — Gmail, Drive, Calendar, Figma, Slack, and more
  • Chatting with Workly AI

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
  • Inviting users to meetings and calls

Inviting users to meetings and calls

2 min read

Invite anyone to your Workly meetings — whether they are workspace members, external guests, or people you want to share a link with.

Invite workspace members

  1. When scheduling or during a meeting, open the Invite Users panel
  2. Search for workspace members by name
  3. Select the people you want to invite
  4. They receive a notification to join the meeting

Invite by email

You can invite guests who are not in your workspace:

  1. Type an email address in the attendees field
  2. Press Enter to add the guest
  3. The guest receives an invitation

Guest attendees are identified with an email icon in the attendees list.

Share a meeting link

Every meeting has a unique shareable link:

  1. Open the meeting details
  2. Click Copy Link
  3. Share the link with anyone

The meeting link format is: worklyapp.in/meeting/{meeting-id}

Invite during an active call

While on a call, you can invite additional participants. The invitation is sent as a message in the chat with a join link, allowing new participants to hop in at any time.

Direct calls

For quick conversations, you can directly call any team member from their chat — no scheduling needed. Click the phone or video icon in the chat header to start an instant call.

Frequently asked questions

Can I invite people outside my workspace to a meeting?

Yes, you can invite external guests by typing their email address in the attendees field. You can also share the meeting link with anyone.

How do I share a meeting link?

Open the meeting details and click Copy Link. Share the link with anyone — they can join the meeting directly from the link.


Updated on February 25, 2026

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Table of Contents
  • Invite workspace members
  • Invite by email
  • Share a meeting link
  • Invite during an active call
  • Direct calls
  • Frequently asked questions
    • Can I invite people outside my workspace to a meeting?
    • How do I share a meeting link?

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