Projects & Tasks
Using Number, Text, and Date custom fields
Last Updated: February 25, 2026Use Number, Text, and Date custom fields in Workly. Track budgets, add notes, set custom dates, and more with flexible custom columns.
Using the People custom field
Last Updated: February 25, 2026Use the People custom field in Workly to add multiple team members to tasks. Track reviewers, watchers, or any role beyond the primary assignee.
Assigning and reassigning tasks
Last Updated: February 25, 2026Assign tasks to team members in Workly. Change assignees, manage ownership, and ensure every task has a responsible person.
Reordering columns and managing visibility
Last Updated: February 25, 2026Reorder columns and manage visibility in Workly. Drag to rearrange, hide unnecessary columns, and create your ideal task list layout.
Editing and deleting custom fields and options
Last Updated: February 25, 2026Edit and delete custom fields in Workly. Rename columns, modify select options, change colours, and remove fields you no longer need.
Tracking task activity and history
Last Updated: February 25, 2026Track task activity in Workly. View the full history of changes, comments, and updates for any task in the activity log.
Adding cover images to tasks
Last Updated: February 25, 2026Add cover images to tasks in Workly. Make your Kanban board visually rich with task cover images that help you identify tasks at a glance.
Browsing project files
Last Updated: February 25, 2026Browse all files across a Workly project in one place. View attachments in list or grid view, preview, and download files from the Files tab.
Creating and managing projects
Last Updated: February 25, 2026Create and manage projects in Workly with multiple views, team members, and custom settings. Learn how to set up your first project and keep work organised.
Managing tasks, subtasks, and task details
Last Updated: February 25, 2026Create, assign, and manage tasks in Workly. Learn about subtasks, priorities, due dates, file attachments, activity tracking, custom fields, and task filters.
Setting due dates and scheduling tasks
Last Updated: February 25, 2026Set due dates and schedule tasks in Workly. Use the date picker, calendar view, and overdue alerts to manage deadlines effectively.
Understanding task statuses and priorities
Last Updated: February 25, 2026Understand task statuses and priority levels in Workly. Move tasks through your workflow and prioritise work effectively.
Using board view (Kanban)
Last Updated: February 25, 2026Use Workly's Kanban board view to manage tasks visually. Drag and drop tasks between columns, customise statuses, and track work at a glance.
Using calendar view
Last Updated: February 25, 2026Track deadlines and plan schedules with Workly's calendar view. See tasks plotted on a calendar and manage due dates visually.
Using list view
Last Updated: February 25, 2026View tasks in a detailed, sortable table with Workly's list view. Sort by any column, group tasks, and customise visible fields.
Copying and moving tasks between projects
Last Updated: February 25, 2026Copy and move tasks in Workly. Copy tasks to other projects, move between sections, and share task details as chat messages.
Adding custom columns and fields to projects
Last Updated: February 25, 2026Add custom columns to Workly projects. Create text, number, select, multi-select, date, and people fields to track additional data on your tasks.
Adding custom views — YouTube, Figma, Google Docs, and Sheets
Last Updated: February 25, 2026Add custom views to your Workly projects. Embed YouTube videos, Figma designs, Google Docs, Google Sheets, and any website as project tabs.
Daily task reminders and due-today notifications
Last Updated: February 25, 2026Get daily task reminders in Workly. Receive notifications about tasks due today so you stay on top of your deadlines every day.
Drag and drop tasks between views
Last Updated: February 25, 2026Drag and drop tasks in Workly to move between statuses, reorder in lists, reschedule on calendars, and organise your workflow visually.
Duplicating tasks, sections, and projects
Last Updated: February 25, 2026Duplicate tasks, sections, and projects in Workly. Copy structure, fields, and attachments to quickly set up similar work without starting from scratch.
Deleting projects, tasks, and sections
Last Updated: February 25, 2026Delete projects, tasks, and sections in Workly. Remove items you no longer need with confirmation prompts and undo options.
Filtering and sorting tasks
Last Updated: February 25, 2026Filter and sort tasks in Workly by status, priority, assignee, due date, and custom fields. Find the tasks you need quickly.
Drag and drop tasks within and across sections
Last Updated: February 25, 2026Drag and drop tasks in Workly within the same section or across different sections. Reorder tasks and sections with smooth drag-and-drop interactions.
Grouping tasks by status, priority, assignee, and more
Last Updated: February 25, 2026Group tasks in Workly by status, priority, assignee, section, or custom columns. Organise your task list with flexible grouping for better visibility.
Using the project overview dashboard
Last Updated: February 25, 2026Use the project overview dashboard in Workly to see task counts, completion rates, deadlines, members, and files in a customisable drag-and-drop layout.
Working with subtasks and task hierarchy
Last Updated: February 25, 2026Create subtasks in Workly to break down complex tasks. Track progress with subtask counts and manage multi-level task hierarchies.
Adding attachments to tasks
Last Updated: February 25, 2026Attach files to tasks in Workly from your computer or Google Drive. Preview files inline and manage all project files from the Files tab.
Task comments and activity log
Last Updated: February 25, 2026Add comments to tasks, mention team members, and track all task changes in the activity log. Keep a complete record of task history in Workly.
Organising tasks with sections
Last Updated: February 25, 2026Organise tasks within your Workly projects using sections. Create sections for sprints, phases, categories, or any grouping that fits your workflow.
Using the workload view to manage team capacity
Last Updated: February 25, 2026Use the Workload view in Workly to visualise how tasks are distributed across your team. Balance workloads and prevent team overload.
Bulk task creation — paste to create multiple tasks
Last Updated: February 25, 2026Create multiple tasks at once in Workly by pasting text. Paste a list from anywhere and Workly creates one task per line.
Overdue task reminders and notifications
Last Updated: February 25, 2026Stay on top of deadlines with Workly overdue task reminders. Get notified when tasks pass their due date and track overdue items across projects.
Project visibility and access settings
Last Updated: February 25, 2026Manage project visibility in Workly. Control access by setting projects as public or private and manage who can view and edit your projects.
Exporting tasks to CSV
Last Updated: February 25, 2026Export tasks from Workly to CSV format. Download task data as a spreadsheet for reporting, analysis, or sharing outside Workly.
Editing task descriptions
Last Updated: February 25, 2026Edit task descriptions in Workly with rich text formatting. Add links, insert images, and write detailed descriptions for your tasks.
Sorting tasks by date, priority, name, and more
Last Updated: February 25, 2026Sort tasks in Workly by due date, priority, name, creation date, and more. Choose ascending or descending order for any column.
Customising project colours and appearance
Last Updated: February 25, 2026Customise project colours in Workly. Assign unique colours to each project for easy identification in the sidebar and throughout the app.
Task actions — copy, move, delete, duplicate, and share
Last Updated: February 25, 2026Use task actions in Workly to select, copy, move, delete, duplicate, and share tasks. Right-click or use the menu for quick access to all actions.
Undo actions and restore deleted tasks
Last Updated: February 25, 2026Undo actions and restore deleted tasks in Workly. Bring back accidentally deleted tasks and sections with a single click.
Collapsing and expanding sections
Last Updated: February 25, 2026Collapse and expand sections in Workly. Fold sections you don't need to see and expand them when you're ready to work on those tasks.