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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

12
  • 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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  • Projects & Tasks
  • Using calendar view

Using calendar view

2 min read

The calendar view in Workly plots your tasks on a calendar based on their due dates. It’s the best way to visualise deadlines, plan your team’s schedule, and ensure nothing falls through the cracks.

How it works

Tasks with due dates appear on the calendar on their deadline day. Tasks are colour-coded by priority or status, making it easy to spot urgent items and understand your workload distribution.

Monthly and weekly views

Switch between monthly and weekly views to see the level of detail you need. The monthly view gives a broad overview, while the weekly view shows more detail per day.

Unscheduled tasks sidebar

Tasks without due dates appear in the Unscheduled Tasks sidebar on the right. Drag tasks from the sidebar onto a calendar date to assign a due date. This makes it easy to schedule unplanned work.

Create tasks from the calendar

Click any date on the calendar to create a new task with that date as the due date. This is a quick way to plan work for specific days.

Move task dates

Drag a task from one date to another to reschedule it. The due date updates automatically.

User calendar

Workly also provides a personal calendar view that shows all tasks assigned to you across all projects. This gives you a unified view of your personal deadlines and commitments.

Frequently asked questions

How do I schedule an unscheduled task?

In calendar view, unscheduled tasks appear in a sidebar on the right. Drag any task from the sidebar onto a calendar date to assign that date as the due date.

Can I create a task directly from the calendar?

Yes, click any date on the calendar to create a new task with that date automatically set as the due date.


Updated on February 25, 2026

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Table of Contents
  • How it works
  • Monthly and weekly views
  • Unscheduled tasks sidebar
  • Create tasks from the calendar
  • Move task dates
  • User calendar
  • Frequently asked questions
    • How do I schedule an unscheduled task?
    • Can I create a task directly from the calendar?

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