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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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  • Chat & Messaging
  • Using chat, channels, and direct messages

Using chat, channels, and direct messages

4 min read

Workly includes full-featured team messaging built directly into the platform. Instead of switching to a separate chat tool, you can communicate with your team right where you work — alongside your projects, tasks, and meetings.

Workly team chat and messaging
Chat with your team through channels and direct messages

Channels

Channels are group conversations organised by topic, team, or project. They keep discussions focused and easy to find.

Create a channel

  1. Click the + icon next to the Channels section in the chat sidebar
  2. Enter a channel name (e.g. “marketing”, “engineering”, “product-updates”)
  3. Add an optional description
  4. Choose public (anyone in the workspace can join) or private (invite-only)
  5. Click Create

Join a channel

Browse available public channels and click Join to start participating. Private channels require an invitation from an existing member.

Channel members

View and manage channel members by clicking the Members icon in the channel header. You can add new members, and channel admins can remove members.

Direct messages

Direct messages (DMs) are private one-on-one conversations with any teammate. Click a person’s name in the sidebar or start a new DM from the + icon next to Direct Messages.

Sending messages

Type your message in the input field at the bottom of any channel or DM. Press Enter to send. Workly supports:

  • Rich text — Bold, italic, strikethrough, code blocks, and links
  • Mentions — Type @ followed by a name to mention someone and notify them
  • Emoji — Use the emoji picker or type emoji shortcodes
  • File attachments — Drag and drop files or click the attachment icon to share documents, images, and other files

Message actions

Hover over any message to access quick actions:

  • React — Add emoji reactions to messages
  • Reply — Start a threaded reply to keep discussions organised
  • Pin — Pin important messages to the top of the channel for easy reference
  • Edit — Edit your own messages after sending
  • Delete — Delete your own messages

File sharing

Share files in any conversation by dragging and dropping them into the message input, or by clicking the attachment icon. Shared files include rich previews for images, documents, and links. All shared files are searchable and accessible from the channel.

Search

Use the search bar at the top of the chat to find any message across all your channels and DMs. Search by keywords, sender, or date to quickly locate past conversations.

Learn more about what Workly can do or explore meetings and video calls.

Frequently asked questions

How do I create a channel in Workly?

Click the + icon next to Channels in the chat sidebar, enter a channel name and optional description, choose public or private visibility, and click Create. Public channels can be joined by any workspace member, while private channels require an invitation.

Can I send direct messages to individual team members?

Yes, click any team member’s name in the sidebar or use the + icon next to Direct Messages to start a private one-on-one conversation. Direct messages are only visible to the two participants.

How do I search for past messages in Workly?

Use the search bar at the top of the chat interface. Type keywords to search across all your channels and direct messages. You can filter results by sender or date to narrow down your search.


Updated on February 25, 2026

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Table of Contents
  • Channels
    • Create a channel
    • Join a channel
    • Channel members
  • Direct messages
  • Sending messages
  • Message actions
  • File sharing
  • Search
  • Frequently asked questions
    • How do I create a channel in Workly?
    • Can I send direct messages to individual team members?
    • How do I search for past messages in Workly?

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