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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
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  • Sharing code snippets in chat
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  • 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
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  • Direct messages and group conversations
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  • Uploading files from Google Drive

Meetings & Video Calls

18
  • Starting and scheduling meetings
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  • Google Calendar sync for meetings
  • Making group video calls
  • Making group voice calls
  • Inviting users to meetings and calls
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  • AI-generated meeting minutes
  • Recording meetings and calls
  • Video calls, voice calls, and meeting features
  • Setting meeting reminders
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  • 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

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  • 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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  • Inviting team members to your workspace
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  • Managing chat groups — members, admins, and settings
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  • Managing workspaces and organisations
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  • Workspace roles and permissions
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  • Workspace roles and permissions

Workspace roles and permissions

3 min read

Workly uses roles to control what each person can do in a workspace. Understanding roles helps you manage access and permissions effectively.

Workspace roles

  • Owner — The person who created the workspace. Has full control over all settings, billing, and members
  • Admin — Can manage members, projects, and workspace settings. Admins are appointed by the owner
  • Member — Can participate in projects, tasks, chat, and meetings. Cannot manage workspace settings

What each role can do

Owner

  • All admin permissions
  • Delete the workspace
  • Transfer ownership
  • Manage billing and subscription

Admin

  • Invite and remove workspace members
  • Promote members to admin
  • Create and manage projects
  • Access workspace settings

Member

  • Join public projects
  • Create projects
  • Participate in assigned tasks
  • Use chat, meetings, and AI features

Project-level roles

Within each project, members can also have roles:

  • Project Owner — Created the project, full control
  • Project Admin — Can manage project settings and members
  • Project Member — Can view and work on tasks

Frequently asked questions

What roles are available in a Workly workspace?

Workly has three workspace roles: Owner (full control), Admin (manage members and settings), and Member (participate in work).

Can admins invite new members?

Yes, workspace admins can invite new members, remove existing members, and promote members to admin.


Updated on February 25, 2026

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Table of Contents
  • Workspace roles
  • What each role can do
    • Owner
    • Admin
    • Member
  • Project-level roles
  • Frequently asked questions
    • What roles are available in a Workly workspace?
    • Can admins invite new members?

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