✨ New update: Automation 2.0 is live — smarter workflows, faster results.
See what’s new
Workly
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Chat
    • Meetings
  • Pricing
  • Blogs
  • Contact Us
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Chat
    • Meetings
  • Pricing
  • Blogs
  • Contact Us
Search
Login
Sign Up
Try for free
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Meetings
    • Chat
  • Pricing
  • Blogs
  • Contact Us
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Meetings
    • Chat
  • Pricing
  • Blogs
  • Contact Us
App Store
Google Play
Try for free

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
  • Chat & Messaging
  • Message actions — pin, reply, edit, forward, and react

Message actions — pin, reply, edit, forward, and react

5 min read

Workly gives you a full set of message actions to stay organised and productive in conversations. Hover over any message to see the action menu, or right-click for more options.

Reply to messages

Click the Reply icon on any message to start a threaded reply. Replies keep conversations organised by grouping related messages together. The original message is shown as context above your reply.

Edit messages

Made a typo? Click the Edit option on your own messages to correct them. Edited messages show an “edited” indicator so others know the message was modified.

Delete messages

Delete your own messages by clicking the Delete option. Deleted messages are removed from the conversation for all participants.

Pin messages

Pin important messages so they’re easy to find later. Click the Pin icon on any message to pin it to the channel. Pinned messages can be accessed from the channel’s pinned messages list.

Forward messages

Forward any message (including images and files) to another channel or direct message:

  1. Click the Forward icon on the message
  2. Select the destination channel or person
  3. Optionally add a comment
  4. Click Forward

The forwarded message includes attribution showing who originally sent it.

Emoji reactions

React to messages with emojis to quickly acknowledge, agree, or respond without typing a full reply:

  1. Hover over a message
  2. Click the emoji reaction icon
  3. Pick an emoji from the picker

Multiple people can react with the same emoji — the reaction count increases. Click an existing reaction to add yours.

Create task from message

Turn any chat message into a task without leaving the conversation:

  1. Click the Create Task option on a message
  2. The message content is pre-filled as the task description
  3. Set the project, assignee, priority, and due date
  4. Click Create

This is perfect for capturing action items that come up during discussions.

Copy message

Click Copy to copy the message text to your clipboard for pasting elsewhere.

Report AI content

If a message was generated by Workly AI, you can report it if the content is incorrect or inappropriate. Click the Report option to flag the message for review.

Frequently asked questions

How do I pin a message in Workly?

Hover over the message, click the Pin icon, and the message will be pinned to the channel. Access all pinned messages from the channel’s pinned messages list.

Can I create a task from a chat message?

Yes, click the Create Task option on any message. The message content is pre-filled as the task description, and you can set the project, assignee, priority, and due date before creating it.

How do I forward a message to another channel?

Click the Forward icon on any message, select the destination channel or person, optionally add a comment, and click Forward. This works for text messages, images, and files.


Updated on February 25, 2026

What are your Feelings

  • Happy
  • Normal
  • Sad

Share This Article :

  • Facebook
  • X
  • LinkedIn
  • Pinterest
Table of Contents
  • Reply to messages
  • Edit messages
  • Delete messages
  • Pin messages
  • Forward messages
  • Emoji reactions
  • Create task from message
  • Copy message
  • Report AI content
  • Frequently asked questions
    • How do I pin a message in Workly?
    • Can I create a task from a chat message?
    • How do I forward a message to another channel?

Don’t just work harder — work smarter with Workly.

stay up to date

No spam. Just value.


Get productivity tips, feature updates, and smart automation ideas straight to your inbox.
Workly

Workly

© 2026 - All Rights Reserved

Product

  • Pricing
  • About Us
  • Request a Demo

Resources

  • Blog
  • Contacts
  • Terms
  • Privacy Policy
  • Help Center

Company

  • 1st Floor, Wing A, Enkay Centre, Vaniya Kunj, Udyog Vihar Phase V Rd, Phase V, Udyog Vihar, Sector 19, Gurugram, Haryana 122012
  • Inquiries: info@worklyapp.in
Instagram Linkedin

Workly

© 2026 - All Rights Reserved

This is a sample website

Click here