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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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  • Using board view (Kanban)
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  • 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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  • Using the project overview dashboard
  • Working with subtasks and task hierarchy
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  • Organising tasks with sections
  • Using the workload view to manage team capacity
  • Bulk task creation — paste to create multiple tasks
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  • Exporting tasks to CSV
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  • Sorting tasks by date, priority, name, and more
  • Customising project colours and appearance
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  • Collapsing and expanding sections

Chat & Messaging

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  • Minimised chat windows and multitasking
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  • Link previews and message formatting
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  • Recording your screen in Workly
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AI Agents & Integrations

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  • Using AI agents and integrations
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  • Link previews and message formatting

Link previews and message formatting

2 min read

Workly automatically generates link previews when you share URLs in chat, and supports Markdown formatting for rich text messages.

Link previews

When you share a URL in a message, Workly fetches a preview showing:

  • Title of the linked page
  • Description or summary
  • Thumbnail image (if available)
  • Domain of the link

This works for most websites, articles, and web pages. Link previews make it easy for recipients to understand what you’re sharing without clicking through.

Message formatting

Workly supports GitHub-flavoured Markdown in chat messages:

  • **bold** — Bold text
  • *italic* — Italic text
  • ~~strikethrough~~ — Strikethrough text
  • `inline code` — Inline code
  • ```code block``` — Multi-line code blocks
  • - item — Bullet lists
  • 1. item — Numbered lists
  • [text](url) — Links
  • > quote — Block quotes

Contact cards

When someone shares a contact or you click on a user profile, Workly displays a contact card with their name, avatar, role, and online status.

Typing indicators

When someone is typing a message, you’ll see a typing indicator below the conversation. This shows you that someone is about to respond, so you know to wait before sending another message.

Message status

Messages show delivery status indicators:

  • Sent — Your message has been sent to the server
  • Delivered — The message reached the recipient
  • Read — The recipient has seen your message

Frequently asked questions

Does Workly show link previews in chat?

Yes, when you share a URL, Workly automatically fetches and displays a preview with the page title, description, thumbnail, and domain.

Can I format messages with bold and italic in Workly?

Yes, Workly supports Markdown formatting. Use **bold**, *italic*, `code`, and other Markdown syntax to format your messages.


Updated on February 25, 2026

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Table of Contents
  • Link previews
  • Message formatting
  • Contact cards
  • Typing indicators
  • Message status
  • Frequently asked questions
    • Does Workly show link previews in chat?
    • Can I format messages with bold and italic in Workly?

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