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Documentation

Learn Workel

Everything you need to know about setting up your workspace, managing projects, collaborating with your team, and getting the most out of every feature.

Overview

One workspace for everything

Workel is an all-in-one workspace platform that replaces Asana, Slack, Notion, Google Drive, and Zoom with a single app. Manage projects, chat with your team, organize files, write docs, schedule events, and run video calls — all in real time, from one place.

Projects with Kanban boards, list views, and calendar views
Tasks with assignees, priorities, due dates, and progress tracking
Real-time chat with channels, DMs, threads, and reactions
Calendar with events, reminders, and recurring schedules
File management with uploads, previews, and folder hierarchy
Collaborative rich-text pages powered by Tiptap
Built-in video calls with screen sharing
AI assistant for workspace-aware questions and task help
Activity feed with posts, comments, and reactions
Team management with role-based permissions (Owner, Admin, Member)

Quick Start

Up and running in under 2 minutes

Getting started with Workel takes three steps: create your workspace, invite your team, and start organizing. No credit card required for the free plan.

Sign up at app.workel.com or use Google SSO for one-click signup
Create your first workspace and give it a name and emoji
Invite team members by email — they'll get an invitation link
Create your first project — pick a name, color, and emoji
Add tasks to your project board and assign them to teammates
Start chatting in the project channel or create group chats
Open the AI sidebar to ask questions about your workspace

Tip: Use the Cmd+K shortcut to quickly search and navigate to any task, project, or page.

Platforms

Web, desktop, and mobile

Workel runs on every platform so your team can work from anywhere. All apps sync in real time via WebSockets — changes appear instantly across devices.

Web app — works in any modern browser at app.workel.com
Desktop app — native Electron app for macOS and Windows with OS notifications
Mobile app — React Native (Expo) app for iOS and Android
Push notifications on all platforms with cross-device read sync
Real-time sync — Pusher WebSockets keep everything in sync instantly

Dashboard

Your workspace at a glance

The dashboard is your home base when you open Workel. It shows an overview of your tasks, upcoming events, recent activity, and project status — all in customizable widgets.

My Tasks widget — see tasks assigned to you, sorted by priority and due date
Upcoming events — today's and this week's calendar at a glance
Recent activity — latest posts, comments, and updates from your workspace
Project overview cards — progress, task counts, and overdue alerts per project
Customizable widget layout — drag and rearrange to fit your workflow

Projects

Organize work into spaces

Projects (also called Spaces) are the core organizational unit in Workel. Each project has its own task board, files, chat, pages, and links. Projects live inside categories that you can create and reorder.

Categories — group related projects into named categories with drag-and-drop reorder
Customization — pick a color, emoji, and description for each project
Kanban board — visualize tasks in columns (To Do, In Progress, Review, Done)
List view — see all tasks in a sortable, filterable table
Calendar view — tasks and events overlaid on a month/week/day calendar
Pin favorites — star projects for quick access in the sidebar
Tabs — each project has configurable tabs (Tasks, Files, Pages, Chat, Links)
Archive — hide completed projects without deleting them, restore anytime

Tip: Right-click any project in the sidebar for quick actions: rename, archive, move to category, or copy link.

Tasks

Track every piece of work

Tasks are the building blocks of project work. Each task supports rich metadata — assignees, priorities, due dates, progress, descriptions, comments, attachments, and cover images. Tasks can be viewed globally across all projects or within a single project.

Assignees — assign one or multiple team members to any task
Priority levels — Urgent, High, Medium, Low, or no priority
Due dates — set start and end dates with overdue tracking
Progress tracking — manual percentage or automatic based on subtasks
Kanban columns — drag tasks between custom columns (default: To Do, In Progress, Review, Done)
Mentions — @mention teammates in task titles and comments to notify them
Attachments — upload files, images, and documents directly to tasks
Cover images — add a visual cover image to any task card
Comments — threaded comments with mentions, attachments, and edit history
Global tasks view — see all your tasks across all projects in one list with filters

Chat

Real-time team messaging

Workel has a full-featured chat system built in — no need for Slack or Teams. Send messages in project channels, group chats, or direct messages. Everything is real time with typing indicators and read receipts.

Project channels — every project has a dedicated chat channel
Group chats — create named group conversations with any workspace members
Direct messages — private 1:1 conversations between any two members
Reactions — react to any message with emoji
File sharing — drag and drop images, PDFs, and files into chat
Pinned messages — pin important messages to the top of any chat
Mentions — @mention people to get their attention; validated against chat participants
Scheduled messages — compose a message now and send it later
Typing indicators — see who's typing in real time
Video & audio attachments — share recordings directly in chat

Calendar

Events, reminders, and scheduling

The calendar gives you a unified view of events, task deadlines, and reminders. Create events with attendees, set recurrence rules, and switch between month, week, and day views.

Month, week, and day views — switch between calendar layouts
Events — create events with title, time, location, description, and color
Attendees — invite workspace members to events
Recurring events — daily, weekly, monthly, or custom recurrence patterns
Reminders — set notifications before events (5 min, 15 min, 1 hour, etc.)
Task deadlines — task due dates appear on the calendar automatically
Project-level calendars — each project also has its own calendar tab

Files

Upload, organize, and preview

The file system lets you organize documents, images, and media into folders at the workspace or project level. Files support inline preview, privacy controls, and bulk operations.

Folder hierarchy — create nested folders to organize files logically
Drag-and-drop upload — drop files anywhere to upload, with progress tracking
Inline preview — preview images, PDFs, videos, and audio without downloading
Privacy controls — mark files as private (only you can see) or shared
Search — find files by name across all projects and workspace folders
Workspace & project files — files live at the workspace level or inside projects
Inline rename — click the pencil icon to rename files and folders in place
Sidebar tree — navigate the folder tree in a collapsible sidebar panel

Tip: Files are stored on Azure Blob Storage for reliability and fast access. Storage usage is tracked per workspace and counts against your plan limits.

Docs & Pages

Collaborative rich-text editing

Pages are rich-text documents powered by Tiptap (a modern ProseMirror editor). Write documentation, meeting notes, specs, or anything else — with real-time collaboration via Yjs.

Rich text editor — headings, bold, italic, lists, code blocks, tables, and more
Real-time collaboration — multiple people can edit the same page simultaneously via Yjs
Media embeds — drag and drop images into pages with automatic upload
Project-scoped — each project has its own Pages tab for docs
Workspace-level docs — create pages that aren't tied to a specific project
Private pages — mark pages as private so only you can see them
AI toolbar — generate, summarize, or improve text with the AI formatting toolbar
View modes — toggle between with-margins and without-margins reading modes

Activity Feed

Posts, updates, and comments

The activity feed is a social-style timeline for your workspace. Post updates, share announcements, and comment on what others post — like an internal micro-blog for your team.

Posts — write text updates with optional rich formatting
Comments — reply to any post with threaded comments
Reactions — react to posts with emoji (toggle on/off)
Workspace-wide — everyone in the workspace sees the activity feed
Permission-gated — posting requires VIEW_ALL_ACTIVITY and POST_ACTIVITY permissions

Video Calls

Built-in video conferencing

Workel includes built-in video calling powered by the 100ms HMS SDK. Start a call from any project or chat — no separate app needed.

Video grid — see all participants in a responsive grid layout
Screen sharing — share your screen or a specific window
Controls — mute/unmute audio and video, end call
Picture-in-picture — minimize the call to a floating window while you work
Participant list — see who's in the call

AI Assistant

Workspace-aware AI help

The AI sidebar gives you a conversational assistant that knows about your workspace. Ask about overdue tasks, project status, your chats, or get help writing — all scoped to what you have permission to see.

Contextual answers — the AI sees your projects, task counts, overdue items, and chat previews
Permission-scoped — Members only see data from their assigned projects; Admins/Owners see everything
DM privacy — the AI never has access to DMs you're not a participant in
Token-proportional billing — credits consumed based on actual OpenAI token usage (1 credit = 1,000 tokens)
Conversation history — previous turns are replayed (capped at 20) for multi-turn conversations
Content moderation — messages are checked via OpenAI's moderation API before processing
Page AI toolbar — generate, summarize, or rewrite text in the Docs editor

Tip: Ask things like "How many overdue tasks do I have?" or "List my active chats" — the AI will answer from real workspace data.

Team & Roles

Manage your workspace members

Invite people to your workspace and assign them roles. Workel uses a three-tier role system that controls what each person can see and do.

Owner — full access to everything including billing, workspace deletion, and ownership transfer
Admin — everything except billing, workspace deletion, and managing the owner
Member — access limited to projects they're explicitly added to
Invitations — invite by email with optional project assignment; billing happens on acceptance, not invite
Role assignment — Owners and Admins can change roles; only Owners can assign the Owner role

Tip: Members can only see projects they're explicitly invited to. Use this for client projects or sensitive work where not everyone should have visibility.

Permissions

Granular access control

Workel has a comprehensive permission system spanning workspace-level, project-level, and global permissions. Permissions are enforced on both the backend (Laravel policies) and frontend (useCan hooks).

Workspace permissions — CREATE_PROJECT, DELETE_PROJECT, ADD_REMOVE_MEMBERS, MANAGE_BILLING, DELETE_WORKSPACE, and more
Project permissions — per-feature gates for Kanban (VIEW_BOARDS, CREATE_TASK, EDIT_TASK, DELETE_TASK), Files (UPLOAD, DELETE_OWN, DELETE_ANY), Chat, Calendar
Global permissions — CREATE_GROUP_MESSAGE, VIEW_ALL_EVENTS, VIEW_ALL_ACTIVITY, POST_ACTIVITY, MANAGE_CATEGORIES
Backend enforcement — Laravel Policies on every API endpoint; broadcast channel auth for real-time events
Frontend gates — useCan() hook, <PermissionGuard>, <RoleGuard>, <IfAllowed> components hide UI for unauthorized actions
Data isolation — workspace-scoped queries prevent cross-tenant data access; Members only see their assigned projects

Notifications

Stay informed without the noise

Workel's notification system routes alerts across web, desktop, and mobile with Slack-style intelligence — delayed mobile push, cancel-on-read, cross-device sync, and server-side Do Not Disturb.

In-app notifications — dropdown with unread count, mark as read, and click-to-navigate
Desktop notifications — native OS notifications via Electron with grouping and rate limiting
Mobile push — Expo push notifications with delayed delivery when you're active on another device
Cross-device read sync — marking a notification as read on one device clears it everywhere
Do Not Disturb — server-side schedule with time zone support, manual mute, and day-of-week rules
Per-device levels — set notification level (everything, mentions, nothing) independently for desktop and mobile
Smart routing — if you're actively using web/desktop, mobile push is delayed to avoid double-buzzing

Theming

Make it look like yours

Workel supports light and dark modes with a full theme system. The theme persists across sessions and syncs with your system preference.

Light mode — clean, bright interface with subtle gray backgrounds
Dark mode — dark navy backgrounds with high-contrast text, activated via .dark class
Color themes — 8 accent color themes with custom color support
Persistent — theme choice saved to localStorage and restored on reload
CSS variables — 40+ color variables for consistent theming across components

Plans & Pricing

Simple, transparent pricing

Workel offers four plans to fit teams of any size. All paid plans include unlimited projects, chat, calendar, and files. Billing is handled via Stripe.

Free — up to 2 members, 1 project, 1 GB storage. No credit card required.
Starter — $10/user/month (or $8/user/year). Unlimited projects, 10 GB storage per user.
Professional — $16/user/month (or $13/user/year). Everything in Starter plus AI assistant, advanced permissions, and priority support.
Lifetime — $249 one-time payment. Everything in Professional, forever. Limited to 100 seats.
AI credits — included in Professional plan; available as an add-on for Starter ($3/user/month).
Secure billing — Stripe Elements for card input, PaymentIntents for transactions, webhook-verified events.

Security

Enterprise-grade protection

Workel is built with security as a core principle. Data is encrypted at rest and in transit, access is controlled by policies on every endpoint, and infrastructure runs on Microsoft Azure.

Encryption — AES-256 at rest, TLS 1.3 in transit for all data
Infrastructure — Microsoft Azure App Service with automatic scaling and high availability
Authentication — Laravel Sanctum tokens, Google OAuth SSO, bcrypt password hashing
Authorization — policy-based access control on all 124+ API endpoints
Broadcast auth — real-time WebSocket channels authenticated per user and resource
Rate limiting — API endpoints rate-limited to prevent abuse (login, refresh, AI, uploads)
Key Vault — secrets stored in Azure Key Vault, never in code or environment files
HMAC verification — webhook signatures verified for Stripe and Brevo integrations

Keyboard Shortcuts

Navigate faster

Workel supports keyboard shortcuts for common actions so you can stay in flow without reaching for the mouse.

Cmd+K / Ctrl+K — open global search
Escape — close modals, popups, and search
Enter — save inline edits (file rename, task title)
Double-click sidebar edge — toggle sidebar collapse/expand

API

Build on Workel

Workel exposes a RESTful API (v1.1 and v1.2) for programmatic access. All endpoints require Sanctum token authentication and return JSON responses.

REST API — versioned endpoints at /api/v1.1/ and /api/v1.2/
Authentication — Bearer token via Laravel Sanctum (obtained from /auth/login)
Resources — projects, tasks, files, chats, events, categories, users, pages, links, and more
Authorization — every endpoint enforces policies; requests outside your role/scope return 403
Real-time — Pusher channels for live updates (tasks, chat, notifications, presence)
Rate limiting — 68 requests/minute for general endpoints, 10/min for AI, 30/min for auth refresh

Ready to get started?

Create your free workspace in under a minute. No credit card required.