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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

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  • Starting and scheduling meetings
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  • 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
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Troubleshooting & FAQ

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  • Network status and connectivity

Collaboration & Teams

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  • 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
  • Organising tasks with sections

Organising tasks with sections

4 min read

Sections help you group related tasks within a project in Workly. Think of them as folders or headings that add structure to your task list — for example, grouping tasks by sprint, feature area, or project phase.

Create a section

  1. Open a project
  2. Click the Add Section button
  3. Enter a section name (e.g. “Sprint 1”, “Design Phase”, “Backlog”)
  4. Choose a section colour from the colour palette
  5. Click Create

The section appears in your task list with a coloured header. You can now add tasks under this section.

Add tasks to a section

When adding a new task, it’s automatically placed in the section you’re currently viewing. You can also:

  • Drag and drop existing tasks between sections in List view
  • Move tasks to a different section from the task detail panel

Section colours

Each section can have its own colour, making it visually easy to distinguish between groups. Section colours appear as a coloured band on the section header in both List and Kanban views.

Collapse and expand

Click the section header to collapse or expand its tasks. Use the Collapse All and Expand All buttons in the toolbar to toggle all sections at once. This is useful when you want to focus on a specific part of your project.

Group by options

Besides sections, Workly lets you group tasks by other properties:

  • Status — Group by task status (To Do, In Progress, etc.)
  • Priority — Group by priority level
  • Assignee — Group by assigned team member
  • Custom fields — Group by any single-select custom column

Switch the grouping from the Group By menu in the toolbar.

Frequently asked questions

How do I create sections in a Workly project?

Click the Add Section button in your project, enter a section name, choose a colour, and click Create. Tasks can then be added under this section.

Can I group tasks by something other than sections?

Yes, use the Group By menu in the toolbar to group tasks by status, priority, assignee, or any single-select custom field.


Updated on February 25, 2026

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Table of Contents
  • Create a section
  • Add tasks to a section
  • Section colours
  • Collapse and expand
  • Group by options
  • Frequently asked questions
    • How do I create sections in a Workly project?
    • Can I group tasks by something other than sections?

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