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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
  • Undo actions and restore deleted tasks
  • Collapsing and expanding sections

Chat & Messaging

24
  • Minimised chat windows and multitasking
  • Rich text formatting in chat messages
  • Searching messages in chat
  • Using chat, channels, and direct messages
  • Creating and sharing text snippets
  • Managing channels and group conversations
  • Sending messages, files, and reactions
  • Browsing shared files in chat
  • Creating tasks from chat messages
  • Sharing code snippets in chat
  • Sharing files and attachments
  • Annotating images before sending
  • Editing and deleting messages
  • Link previews and message formatting
  • Forwarding messages and files in chat
  • Using @mentions in chat and tasks
  • Message actions — pin, reply, edit, forward, and react
  • Recording your screen in Workly
  • Sending voice messages
  • Reacting to messages with emojis
  • Pinning important messages
  • Direct messages and group conversations
  • Replying to messages in threads
  • Uploading files from Google Drive

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
  • Making one-to-one video calls
  • 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
  • Customising theme, display, and language
  • Setting up notification preferences
  • Browser and push notifications
  • Email verification and password management
  • Notifications, alerts, and the notification bell
  • Viewing user profiles

Troubleshooting & FAQ

1
  • Network status and connectivity

Collaboration & Teams

12
  • Inviting team members to your workspace
  • Online presence and status indicators
  • Leaving a project
  • Accepting workspace and project invitations
  • Creating and managing chat groups
  • Managing chat groups — members, admins, and settings
  • Joining public workspaces
  • Managing workspaces and organisations
  • Managing project members and roles
  • Switching between workspaces
  • Real-time collaboration and live updates
  • Workspace roles and permissions
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  • Help
  • Chat & Messaging
  • Managing channels and group conversations

Managing channels and group conversations

4 min read

Channels in Workly keep your team’s conversations organised by topic, project, or team. This guide covers how to create, manage, and get the most out of channels.

Types of conversations

  • Public channels — Visible to everyone in the workspace. Anyone can join and participate.
  • Private channels — Only visible to invited members. Use for sensitive discussions or specific teams.
  • Direct messages — Private one-on-one conversations.
  • Group messages — Private conversations with multiple selected participants.

Create a channel

  1. Click the + icon next to Channels in the chat sidebar
  2. Enter a channel name
  3. Add an optional description
  4. Choose public or private
  5. Invite initial members
  6. Click Create

Add and remove members

Open a channel and click the Members icon in the header to:

  • View current members
  • Add new members — Search for workspace members and add them
  • Remove members — Channel admins can remove members from the channel

Channel settings

Click the channel name or settings icon to access:

  • Channel name — Rename the channel
  • Description — Update the channel’s purpose
  • Visibility — Switch between public and private

Browse channels

Discover public channels in your workspace by browsing the channel list. Click Join on any public channel to start participating in the conversation.

Start a video call from chat

Click the video call icon in any channel or DM header to start an instant video call with the participants. The meeting link is automatically shared in the conversation. Learn more about meetings in Workly.

Frequently asked questions

What is the difference between public and private channels?

Public channels are visible to everyone in the workspace and anyone can join. Private channels are only visible to invited members and are used for sensitive discussions or specific team conversations.

Can I start a video call directly from a chat channel?

Yes, click the video call icon in the channel header to start an instant video call. The meeting link is automatically shared in the channel so other members can join.


Updated on February 25, 2026

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Table of Contents
  • Types of conversations
  • Create a channel
  • Add and remove members
  • Channel settings
  • Browse channels
  • Start a video call from chat
  • Frequently asked questions
    • What is the difference between public and private channels?
    • Can I start a video call directly from a chat channel?

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