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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

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  • Network status and connectivity

Collaboration & Teams

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  • Inviting team members to your workspace
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  • Leaving a project
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  • 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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  • Home
  • Help
  • Projects & Tasks
  • Understanding task statuses and priorities

Understanding task statuses and priorities

4 min read

Every task in Workly has a status and a priority that help your team understand where work stands and what needs attention first.

Task statuses

  • Not Started — Task has been created but work hasn’t begun
  • In Progress — Someone is actively working on this task
  • In Review — Task is complete and waiting for review
  • Blocked — Task cannot proceed due to a dependency or issue
  • On Hold — Task is paused temporarily
  • Done — Task is completed

Change task status

Update a task’s status in multiple ways:

  • Click the status indicator on any task in List or Board view
  • Open the task and change status from the detail panel
  • Drag and drop in Kanban view to move between status columns

Priority levels

  • Urgent — Needs immediate attention
  • High — Important, should be addressed soon
  • Medium — Standard priority
  • Low — Can be addressed when higher priority items are done
  • No Priority — Priority not yet assigned

Set priority

Click the priority flag on any task to set or change its priority level. Priorities are colour-coded so you can scan your task list and immediately identify what’s urgent.

Filter by status and priority

Use the filter panel to show only tasks with specific statuses or priority levels. For example, filter for “Urgent” priority + “In Progress” status to see what critical work is being done right now.

Group by status or priority

Use the Group By option to organise your task list by status or priority, giving you a different perspective on your work.

Frequently asked questions

What task statuses are available in Workly?

Workly has six statuses: Not Started, In Progress, In Review, Blocked, On Hold, and Done. Change status by clicking the status indicator or dragging in Kanban view.

How do I set task priority?

Click the priority flag on any task and choose from Urgent, High, Medium, Low, or No Priority. Priorities are colour-coded for easy scanning.


Updated on February 25, 2026

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Table of Contents
  • Task statuses
  • Change task status
  • Priority levels
  • Set priority
  • Filter by status and priority
  • Group by status or priority
  • Frequently asked questions
    • What task statuses are available in Workly?
    • How do I set task priority?

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