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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

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  • Starting and scheduling meetings
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  • 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

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  • 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
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Account & Settings

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

Collaboration & Teams

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  • Inviting team members to your workspace
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  • Chat & Messaging
  • Sending messages, files, and reactions

Sending messages, files, and reactions

3 min read

Workly’s chat makes team communication fast and organised. This guide covers everything you can do in a conversation — from sending messages to sharing files and reacting with emoji.

Workly chat messaging interface
Send messages, share files, and collaborate in real time

Send a message

Type your message in the input field at the bottom of any channel or direct message and press Enter to send.

Rich text formatting

Format your messages using:

  • Bold — Wrap text in asterisks or use Ctrl+B
  • Italic — Wrap text in underscores or use Ctrl+I
  • Code — Wrap text in backticks for inline code
  • Code blocks — Use triple backticks for multi-line code
  • Links — Paste a URL and it will be automatically linked with a preview

Mentions

Type @ followed by a teammate’s name to mention them. They’ll receive a notification even if they have the channel muted. Mentions are highlighted in the message so they stand out.

Edit and delete messages

Hover over your own message and click the menu icon to:

  • Edit — Modify the message text. Edited messages show an “edited” indicator.
  • Delete — Remove the message permanently.

Reactions

React to any message with emoji. Hover over a message and click the emoji icon to open the reaction picker. Click any emoji to add your reaction. Multiple people can react with the same emoji — the count is shown next to it.

Threaded replies

Keep conversations organised by replying in a thread. Hover over a message and click Reply to start a threaded discussion. Threads keep side conversations from cluttering the main channel.

Pin messages

Pin important messages to the top of a channel for easy reference. Hover over a message and select Pin from the menu. View all pinned messages from the Pins tab in the channel header.

Forward messages

Forward a message to another channel or direct message. Select Forward from the message menu, choose the destination, and send.

Share files

Share files in any conversation by:

  • Drag and drop — Drop files directly into the message input area
  • Attachment icon — Click the paperclip icon to browse and select files
  • Paste — Paste images from your clipboard directly into chat

Shared files show a rich preview with filename, size, and type. Images display inline previews. All shared files are searchable and available from the Files tab in the channel.

Frequently asked questions

How do I mention someone in a Workly message?

Type @ followed by the person’s name in the message input. A dropdown will appear with matching names — select the person to mention them. They’ll receive a notification about the mention.

How do I share a file in chat?

Drag and drop a file into the message area, click the paperclip/attachment icon to browse files, or paste an image from your clipboard. The file will be shared with a preview in the conversation.


Updated on February 25, 2026

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Table of Contents
  • Send a message
    • Rich text formatting
    • Mentions
  • Edit and delete messages
  • Reactions
  • Threaded replies
  • Pin messages
  • Forward messages
  • Share files
  • Frequently asked questions
    • How do I mention someone in a Workly message?
    • How do I share a file in chat?

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