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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
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  • 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
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  • Grouping tasks by status, priority, assignee, and more
  • Using the project overview dashboard
  • Working with subtasks and task hierarchy
  • Adding attachments to tasks
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  • Organising tasks with sections
  • Using the workload view to manage team capacity
  • Bulk task creation — paste to create multiple tasks
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  • 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
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  • Collapsing and expanding sections

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24
  • Minimised chat windows and multitasking
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  • Sharing code snippets in chat
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  • Editing and deleting messages
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  • 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
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18
  • Starting and scheduling meetings
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  • Recording meetings and calls
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  • Setting meeting reminders
  • Making one-to-one video calls
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  • Scheduling meetings with attendees and recurrence
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AI Agents & Integrations

9
  • 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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7
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Collaboration & Teams

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  • Recording your screen in Workly

Recording your screen in Workly

2 min read

Workly includes a built-in screen recording feature. Record your screen to demonstrate a bug, explain a feature, or create a walkthrough — then share it directly in chat or attach it to a task.

Start a screen recording

  1. Click the screen recording icon in the chat input area
  2. Choose what to record: entire screen, specific window, or browser tab
  3. Click Share to start recording

A recording indicator appears showing the duration and controls.

Recording controls

While recording, you’ll see a floating indicator with:

  • Pause/Resume — Temporarily pause the recording
  • Stop — End the recording
  • Cancel — Discard the recording
  • Duration — How long you’ve been recording

Share the recording

After stopping the recording, choose where to send it:

  • Send to chat — Share in a channel or direct message
  • Create as task — Attach the recording to a new task

Select the destination channel or person, optionally add a message, and send.

Use cases

  • Bug reports — Record steps to reproduce a bug
  • Feature demos — Show how a feature works
  • Walkthroughs — Guide team members through a process
  • Feedback — Record visual feedback on designs or implementations

Frequently asked questions

How do I record my screen in Workly?

Click the screen recording icon in the chat input area, choose what to record, and click Share. When done, stop the recording and choose to send it to chat or create a task.

Can I pause a screen recording?

Yes, use the pause/resume button on the floating recording indicator to temporarily pause and then continue your recording.


Updated on February 25, 2026

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Table of Contents
  • Start a screen recording
  • Recording controls
  • Share the recording
  • Use cases
  • Frequently asked questions
    • How do I record my screen in Workly?
    • Can I pause a screen recording?

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