✨ New update: Automation 2.0 is live — smarter workflows, faster results.
See what’s new
Workly
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Chat
    • Meetings
  • Pricing
  • Blogs
  • Contact Us
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Chat
    • Meetings
  • Pricing
  • Blogs
  • Contact Us
Search
Login
Sign Up
Try for free
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Meetings
    • Chat
  • Pricing
  • Blogs
  • Contact Us
  • Home
  • About Us
  • AI Employee
  • Products
    • Project
    • Meetings
    • Chat
  • Pricing
  • Blogs
  • Contact Us
App Store
Google Play
Try for free

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
View Categories
  • Home
  • Help
  • Projects & Tasks
  • Adding attachments to tasks

Adding attachments to tasks

2 min read

Every task in Workly supports file attachments. Attach design files, documents, screenshots, or any other file to keep all relevant materials alongside the task.

Attach a file to a task

  1. Open the task
  2. Click the Attachments icon or scroll to the attachments section
  3. Click to upload or drag and drop files

There are no file size limits — upload as many files as you need, of any size.

Upload from Google Drive

If you’ve connected Google Drive from the Agents page, you can attach Drive files directly:

  1. Click the Google Drive option in the attachment menu
  2. Browse or search your Drive
  3. Select the file to attach

Preview attachments

Workly shows inline previews for supported file types:

  • Images — Thumbnails displayed directly in the task
  • PDFs — Preview in the built-in viewer
  • Documents — DOC, DOCX previews
  • Spreadsheets — XLS, XLSX, CSV previews

Click any attachment to open the full-screen file viewer.

Download attachments

Click the download icon on any attachment to save it to your computer.

Project Files tab

All attachments across every task in a project are collected in the Files tab. Switch between list and grid view to browse all project files in one place. This makes it easy to find files without opening individual tasks.

Frequently asked questions

How do I attach a file to a task?

Open the task, click the Attachments icon, and upload files from your computer or drag and drop them. You can also attach files from Google Drive if it’s connected.

Is there a file size limit on task attachments?

No, Workly has no file size limits. Upload files of any size to your tasks.


Updated on February 25, 2026

What are your Feelings

  • Happy
  • Normal
  • Sad

Share This Article :

  • Facebook
  • X
  • LinkedIn
  • Pinterest
Table of Contents
  • Attach a file to a task
  • Upload from Google Drive
  • Preview attachments
  • Download attachments
  • Project Files tab
  • Frequently asked questions
    • How do I attach a file to a task?
    • Is there a file size limit on task attachments?

Don’t just work harder — work smarter with Workly.

stay up to date

No spam. Just value.


Get productivity tips, feature updates, and smart automation ideas straight to your inbox.
Workly

Workly

© 2026 - All Rights Reserved

Product

  • Pricing
  • About Us
  • Request a Demo

Resources

  • Blog
  • Contacts
  • Terms
  • Privacy Policy
  • Help Center

Company

  • 1st Floor, Wing A, Enkay Centre, Vaniya Kunj, Udyog Vihar Phase V Rd, Phase V, Udyog Vihar, Sector 19, Gurugram, Haryana 122012
  • Inquiries: info@worklyapp.in
Instagram Linkedin

Workly

© 2026 - All Rights Reserved

This is a sample website

Click here