Workly provides a comprehensive set of actions for managing tasks. Access these from the task context menu (right-click or three dots menu) or via bulk selection.
Select tasks
Click the checkbox on any task to select it. Select multiple tasks to perform bulk actions. Use the select all option in the toolbar to select every task in the current view.
Copy task
Copy a task’s link to share it with team members:
- Right-click the task or click the three dots menu
- Select Copy Link
- The task URL is copied to your clipboard
Share the link in chat or any other channel — recipients can click it to open the task directly.
Move tasks
Move tasks between sections or even between projects:
- Drag and drop to move between sections
- Use the task detail panel to change the task’s section
Duplicate
Duplicate individual items:
- Duplicate task — Creates a copy with all fields, subtasks, and optionally attachments and comments
- Duplicate section — Copies the section with all its tasks
- Duplicate project — Clones the entire project structure from project settings
Choose between full copy (everything) or basic copy (structure only).
Delete tasks
Delete a task from the context menu or the task detail panel:
- Click Delete in the task menu
- An undo option appears — click it to restore the task
Send in message
Share a task directly in chat:
- Open the task actions menu
- Select Send in Message
- Choose a channel or direct message
- The task is shared as a clickable card in the conversation
Bulk actions
Select multiple tasks and perform actions on all of them at once:
- Bulk delete — Remove multiple tasks
- Bulk status change — Update status for all selected
- Bulk assign — Assign all selected tasks to someone
Frequently asked questions
How do I duplicate a section in Workly?
Right-click the section header, select Duplicate Section, choose between full copy or basic copy. All tasks within the section are copied.
Can I share a task in chat?
Yes, open the task actions menu and select Send in Message. Choose a channel or direct message, and the task is shared as a clickable card.
How do I select multiple tasks?
Click the checkbox on each task you want to select, or use the select all option in the toolbar. Then use the bulk actions toolbar to delete, change status, or assign.
