✨ 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
  • Meetings & Video Calls
  • Video calls, voice calls, and meeting features

Video calls, voice calls, and meeting features

3 min read

Workly has built-in video and voice calling with powerful features like recording, AI transcription, and public meeting links. No need for separate meeting tools.

Start a call

Video call

Click the video call icon from any chat or the Meetings page to start a video call. Your camera and microphone activate, and participants can join immediately.

Voice call

For audio-only calls, click the phone icon. Voice calls use less bandwidth and are ideal for quick discussions.

Invite participants

There are multiple ways to bring people into a meeting:

  • Invite Workly users — Search for workspace members and invite them directly
  • Share a meeting link — Copy the meeting URL and share it via chat, email, or any channel
  • Invite public users — Share a public link with external participants who don’t have a Workly account
  • Direct call — Call someone directly from their profile or a direct message

External participants can join from their browser without creating an account.

Meeting recording

Record meetings to review later or share with team members who couldn’t attend:

  1. Click Record during the meeting
  2. A recording indicator shows it’s being recorded
  3. Click Stop Recording when done

Recordings are saved and accessible from the Meetings page.

AI transcription

Workly AI listens to your meetings and creates transcriptions automatically. After the meeting ends, you can:

  • View the full meeting transcript with timestamps
  • Search through the transcript for specific topics
  • Use the transcript as reference for follow-up tasks

Screen sharing

Share your screen during any meeting:

  1. Click Share Screen in the meeting controls
  2. Choose: entire screen, specific window, or browser tab
  3. Click Share

Meeting controls

  • Microphone — Mute/unmute your audio
  • Camera — Turn video on/off
  • Screen share — Share your screen
  • Record — Start/stop recording
  • Chat — In-meeting text chat
  • Participants — View and manage who’s in the call
  • Leave — Exit the meeting

Schedule a meeting

Schedule meetings in advance from the Meetings page:

  1. Click Schedule Meeting
  2. Set the date, time, and duration
  3. Add a meeting title and description
  4. Invite participants

Scheduled meetings sync with Google Calendar if you’ve connected the integration.

Frequently asked questions

Can I invite someone outside my workspace to a Workly meeting?

Yes, share a public meeting link with external participants. They can join the video call from their browser without needing a Workly account.

Does Workly transcribe meetings?

Yes, Workly AI listens to meetings and creates transcriptions automatically. After the meeting, you can view the full transcript with timestamps.

Can I record a meeting in Workly?

Yes, click the Record button during any meeting. The recording is saved and accessible from the Meetings page for anyone who was invited.


Updated on February 25, 2026

What are your Feelings

  • Happy
  • Normal
  • Sad

Share This Article :

  • Facebook
  • X
  • LinkedIn
  • Pinterest
Table of Contents
  • Start a call
    • Video call
    • Voice call
  • Invite participants
  • Meeting recording
  • AI transcription
  • Screen sharing
  • Meeting controls
  • Schedule a meeting
  • Frequently asked questions
    • Can I invite someone outside my workspace to a Workly meeting?
    • Does Workly transcribe meetings?
    • Can I record a meeting in Workly?

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