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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
View Categories
  • Home
  • Help
  • Account & Settings
  • Managing your profile and account settings

Managing your profile and account settings

3 min read

Your Workly profile is how your teammates see you across the platform. Keep your profile up to date and configure your preferences to get the most out of Workly.

Workly user profile settings
Manage your profile and account settings

Update your profile

To edit your profile:

  1. Click your avatar or name in the bottom-left corner of the sidebar
  2. Select Profile
  3. Update your details

You can change:

  • Display name — The name shown to your teammates across Workly
  • Profile photo — Upload an image or use your initials
  • Email address — Your account email (used for login and notifications)

Notification preferences

Control how and when Workly notifies you. Go to your profile settings to configure:

  • Browser notifications — Enable or disable desktop push notifications
  • Email notifications — Choose which events trigger email alerts
  • In-app notifications — Configure the notification bell behaviour

You can customise notifications for different types of events — task assignments, mentions, chat messages, meeting invites, and more.

Preferences

Access your preferences to customise the Workly experience:

  • Theme — Switch between light and dark mode
  • Language — Set your preferred language
  • Time zone — Set your time zone for accurate scheduling and due dates

Workspace settings

If you’re a workspace administrator, you can manage workspace-level settings:

  • Workspace name and description — Update how your workspace appears to members
  • Visibility — Control whether the workspace is public (discoverable by domain) or private
  • Member management — Add or remove workspace members, manage roles and permissions
  • Domain-based access — Allow anyone with your email domain to join automatically
Workly workspace settings
Configure workspace settings and member permissions

Change your password

To change your password, go to your profile settings and click Change Password. Enter your current password, then your new password. The new password must meet the same requirements as during sign-up (at least 8 characters with uppercase, lowercase, number, and special character).

If you’ve forgotten your password, use the forgot password page to reset it. Learn more about creating your account.

Frequently asked questions

How do I change my profile picture in Workly?

Click your avatar in the bottom-left corner of the sidebar, select Profile, and click on your current profile photo to upload a new image. Your photo will be visible to all workspace members across tasks, chat, and meetings.

How do I switch between light and dark mode?

Go to your Preferences settings and toggle the Theme option between light and dark mode. The change takes effect immediately across the entire Workly interface.

How do I manage workspace members?

As a workspace administrator, go to Workspace Settings and navigate to the Members section. You can add new members by email, remove existing members, and manage roles and permissions for each member.


Updated on February 25, 2026

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Table of Contents
  • Update your profile
  • Notification preferences
  • Preferences
  • Workspace settings
  • Change your password
  • Frequently asked questions
    • How do I change my profile picture in Workly?
    • How do I switch between light and dark mode?
    • How do I manage workspace members?

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