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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

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
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  • Meetings & Video Calls
  • Starting and scheduling meetings

Starting and scheduling meetings

5 min read

Workly includes built-in video conferencing so your team can meet face-to-face without switching to another tool. Start a call instantly or schedule meetings in advance — all within your workspace.

Workly video meetings and calls
Start instant meetings or schedule calls with your team

Start an instant meeting

To start a video call right away:

  1. Go to the Meetings page from the sidebar
  2. Click Start Meeting or New Meeting
  3. Your camera and microphone will activate and you’ll be placed in the call
  4. Share the meeting link with teammates to invite them to join

Instant meetings are useful for quick discussions, standups, or impromptu collaboration.

Schedule a meeting

To schedule a meeting for later:

  1. Go to the Meetings page
  2. Click Schedule Meeting
  3. Enter a meeting title
  4. Set the date and time
  5. Add participants by selecting workspace members
  6. Click Schedule

Scheduled meetings appear on your meetings list and participants receive notifications. If you have Google Calendar integrated, meetings also sync to your calendar.

During a meeting

While in a meeting, you have access to:

  • Camera and microphone controls — Toggle your video and audio on or off
  • Screen sharing — Share your entire screen or a specific window with participants
  • Chat — Send text messages to participants during the call
  • Participants list — See who’s in the meeting and manage participants
  • Recording — Record the meeting for later review

Screen sharing

Click the Share Screen button during any meeting to share your screen. You can choose to share your entire screen, a specific application window, or a browser tab. Other participants will see your shared screen in real time.

Meeting recording and transcripts

Record your meetings by clicking the Record button. After the meeting ends, the recording is saved and accessible from the meetings page. Recordings can be reviewed by team members who attended or were invited to the meeting.

Public meeting links

Share a meeting link with people outside your workspace by generating a public meeting link. This allows external participants (clients, partners, or collaborators) to join the call without needing a Workly account.

Join a meeting

Join a scheduled or ongoing meeting by:

  • Clicking Join on the meeting card in the Meetings page
  • Clicking the meeting link shared with you
  • Clicking the meeting notification

Explore other ways to collaborate in Workly: chat and messaging or projects and tasks.

Frequently asked questions

How do I start a video call in Workly?

Go to the Meetings page from the sidebar and click Start Meeting. Your camera and microphone will activate and you’ll be placed in the call. Share the meeting link with teammates to invite them to join.

Can I invite people outside my workspace to a meeting?

Yes, generate a public meeting link and share it with external participants. They can join the video call directly from their browser without needing a Workly account.

How do I record a meeting in Workly?

Click the Record button during any meeting to start recording. The recording is saved after the meeting ends and can be accessed from the Meetings page by anyone who was invited to the meeting.


Updated on February 25, 2026

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Table of Contents
  • Start an instant meeting
  • Schedule a meeting
  • During a meeting
  • Screen sharing
  • Meeting recording and transcripts
  • Public meeting links
  • Join a meeting
  • Frequently asked questions
    • How do I start a video call in Workly?
    • Can I invite people outside my workspace to a meeting?
    • How do I record a meeting in Workly?

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