What is Workly?

Workly is an AI-powered collaboration platform that brings project management, team messaging, video meetings, and intelligent automation together in one workspace. Instead of switching between multiple tools, your team gets everything in a single place.

Welcome to the Workly Help Center. Whether you’re brand new or just exploring, this article covers everything you need to know about what Workly is and how it can help your team work better together.

How Workly works

Workly is built around three core ideas:

• Centralised — All your projects, conversations, meetings, and files live in one workspace. No more jumping between apps to find what you need.
• Collaborative — Every feature is designed for teamwork. Assign tasks, message teammates, hop on a video call, or share files — all without leaving Workly.
• Intelligent — Built-in AI agents help automate repetitive work, surface insights, and keep your team focused on what matters most.

Your Workly workspace is organised around projects, channels, and meetings — giving your team a clear structure to collaborate effectively.

What you can do with Workly

Projects and tasks

Workly gives you flexible project management that adapts to how your team works. Create projects, break them into tasks and subtasks, set priorities, assign team members, and track progress from start to finish.

• Board view — Visualise tasks as a Kanban board organised by status
• List view — See tasks in a detailed, sortable table
• Calendar view — Track deadlines and schedules on a calendar
• Custom fields — Add your own columns and data to tasks
• Filters and search — Find any task instantly by status, assignee, priority, or due date
• File attachments — Attach documents, images, and files directly to tasks

Chat and messaging

Communicate with your team in real time without switching to another app. Workly includes full-featured team messaging built right into the platform.

• Channels — Create public or private channels for teams, projects, or topics
• Direct messages — Have one-on-one conversations with any teammate
• File sharing — Share documents, images, and links with rich previews
• Reactions and pinning — React to messages with emoji and pin important updates
• Search — Find any message across all your conversations

Meetings and video calls

Start a video call instantly or schedule meetings in advance. Workly’s built-in video conferencing means you never need a separate meeting tool.

• Instant meetings — Start a video call with one click
• Scheduled meetings — Plan meetings ahead of time with calendar integration
• Screen sharing — Share your screen during any call
• Recording and transcripts — Record meetings and review transcripts later
• Public meeting links — Invite external participants with a shareable link

AI agents

Workly’s AI agents bring intelligent automation directly into your workflow. Connect specialised agents that help with accounting, leadership analytics, product management, proposals, and customer support.

• Accountant Agent — Streamline financial tasks and reporting
• Leadership Agent — Get analytics and insights for team leads
• Product Agent — Manage product workflows and decisions
• RFP Agent — Automate proposal and RFP processes
• Support Agent — Assist with customer service workflows

Getting started with Workly

If you’ve been invited to a workspace

Check your email for an invitation link. Click it to accept the invite, create your account, and you’ll be taken straight into your team’s workspace. From there, explore your assigned projects, join channels, and start collaborating. Learn more about invitations.

If you’re setting up Workly for your team

Create your account and set up a new workspace. You can then invite team members by email, create your first project, set up channels for team communication, and configure AI agents to automate workflows. Follow the step-by-step setup guide.

If you’re exploring Workly

The best way to understand what Workly can do is to try it. Sign up at worklyapp.in to create a workspace, create a sample project, send a message, or start a quick meeting. You’ll find that everything works together seamlessly.

Ready to dive deeper? Browse the Workly Help Center for detailed guides on every feature, or reach out to our support team if you need a hand.

Frequently asked questions