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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)
  • 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

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24
  • Minimised chat windows and multitasking
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  • Creating tasks from chat messages
  • Sharing code snippets in chat
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  • 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
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Meetings & Video Calls

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  • Starting and scheduling meetings
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  • Recording meetings and calls
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  • Setting meeting reminders
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  • Setting up recurring meetings

AI Agents & Integrations

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  • Using AI agents and integrations
  • Connecting Google Workspace (Gmail, Drive, Calendar)
  • Using AI chat inside a project
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  • AI agents in Workly
  • Using AI inside projects
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  • Integrating services — Gmail, Drive, Calendar, Figma, Slack, and more
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Account & Settings

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  • Managing your profile and account settings
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  • Network status and connectivity

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  • Notifications, alerts, and the notification bell

Notifications, alerts, and the notification bell

2 min read

Workly keeps you informed about important events with a comprehensive notification system including in-app alerts, desktop push notifications, and the notification bell.

Notification bell

The notification bell in the app header shows your unread notification count. Click it to see all recent notifications:

  • Unread badge — Shows the number of unread notifications
  • Notification list — All notifications in chronological order
  • Mark as read — Click a notification to mark it as read
  • Mark all as read — Clear all unread notifications at once
  • Delete notifications — Remove individual notifications

Desktop push notifications

Enable browser push notifications to receive alerts even when Workly isn’t in focus:

  1. When prompted, click Allow for notification permissions
  2. Or go to Preferences > Notifications to enable later

Push notifications appear as system notifications on your desktop with sound alerts (configurable).

Notification types

  • Messages — New messages in channels and DMs
  • Mentions — When someone @mentions you
  • Task assignments — When a task is assigned to you
  • Task updates — Status, priority, and due date changes
  • Meeting invitations — When you’re invited to a meeting
  • Incoming calls — When someone calls you
  • Project invitations — When you’re added to a project

Overdue task reminders

Workly sends notifications for overdue tasks — tasks that have passed their due date. These reminders help you stay on top of deadlines and reprioritise work when needed.

Notification permissions banner

If you haven’t enabled notifications, Workly shows a non-intrusive permission banner encouraging you to enable desktop notifications for the best experience.

Frequently asked questions

How do I enable desktop notifications in Workly?

Click Allow when prompted for notification permissions, or go to Preferences > Notifications to enable them. Push notifications alert you even when Workly isn’t in focus.

Does Workly remind me about overdue tasks?

Yes, Workly sends notifications for overdue tasks — tasks that have passed their due date — so you can reprioritise and take action.


Updated on February 25, 2026

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Table of Contents
  • Notification bell
  • Desktop push notifications
  • Notification types
  • Overdue task reminders
  • Notification permissions banner
  • Frequently asked questions
    • How do I enable desktop notifications in Workly?
    • Does Workly remind me about overdue tasks?

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