✨ 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
  • Using list view

Using list view

4 min read

The list view in Workly shows your tasks in a detailed table format. It’s the most data-dense view, letting you see and edit multiple task properties at once.

Table layout

Each row is a task. Columns display task properties such as:

  • Task name
  • Assignee
  • Status
  • Priority
  • Due date
  • Custom fields

Click any cell to edit it inline — update assignees, change status, set priorities, or modify dates without opening the full task detail view.

Sort tasks

Click any column header to sort tasks by that field. Click again to reverse the sort order. You can sort by name, status, priority, due date, created date, or any custom field.

Group tasks

Use the Group By option to organise tasks into groups. You can group by:

  • Status — Group tasks by their current status
  • Priority — Group by priority level
  • Assignee — Group by who the task is assigned to
  • Section — Group by project sections

Each group is collapsible, making it easy to focus on specific subsets of tasks.

Customise columns

Show or hide columns by clicking the column settings icon. Drag column headers to reorder them. Add custom fields to display project-specific data in the table.

Add tasks

Click the + Add Task row at the bottom of the list to create a new task. Type the name and press Enter. The task is created with default values that you can edit inline.

Sections in list view

If your project has sections, they appear as group headers in the list. Tasks are displayed under their respective sections, and you can collapse or expand each section.

Frequently asked questions

How do I sort tasks in list view?

Click any column header to sort tasks by that field. Click again to reverse the sort order. You can sort by name, status, priority, due date, or any custom field.

Can I edit task properties directly in the list?

Yes, click any cell in the table to edit it inline. You can change assignees, status, priority, due dates, and custom field values without opening the full task detail view.


Updated on February 25, 2026

What are your Feelings

  • Happy
  • Normal
  • Sad

Share This Article :

  • Facebook
  • X
  • LinkedIn
  • Pinterest
Table of Contents
  • Table layout
  • Sort tasks
  • Group tasks
  • Customise columns
  • Add tasks
  • Sections in list view
  • Frequently asked questions
    • How do I sort tasks in list view?
    • Can I edit task properties directly in the list?

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