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What is Workflowy?

Workflowy is an outline-first productivity app built around an infinitely nested list of bullets. You can create hierarchies, zoom into any bullet, indent or move items, and use the same structure for tasks, notes, projects, research, journaling, or shared team workspaces.

Workflowy includes tags and @mentions, full-text search, saved searches, live copies or mirrors, subtree sharing with permissions, Boards for kanban-style workflows, a browser clipper, keyboard shortcuts, export options such as OPML and Markdown, and offline functionality on supported paid plans. It is commonly used by students, writers, consultants, and small teams that prefer a flexible outline instead of separate tools for notes, tasks, and project planning.

How Workflowy works in Shift

Adding Workflowy to Shift lets you keep your outlines alongside the apps you use to collect and act on information. Add Workflowy as an app from the Shift sidebar, then create a Space that groups it with email, calendar, research tools, or project apps used in the same workflow.

For example, use Quick View or the Workflowy web clipper to capture an item, then open the relevant project bullet to organize next actions, apply tags, or work from a saved search. You can keep Workflowy open next to Gmail, a document, or a research source using side-by-side views while updating the outline as you work.

Shift's multi-account functionality can keep separate Workflowy accounts signed in at the same time, while Spaces and app tiles help separate personal and work contexts. Session persistence keeps your signed-in accounts and open setup available after restarting Shift, so you can return to the same outline, saved searches, and related apps without rebuilding the workspace.

Alternatives to Workflowy

  • Dynalist — A dedicated outliner that uses a nested list structure with additional formatting, date support, attachments, and desktop apps; consider Dynalist if you want a similar outlining model with more built-in content options.
  • Obsidian — A local-first, Markdown-based knowledge management app built around linked notes and graph-based navigation; choose Obsidian when local file ownership, offline access, and extensibility through plugins are priorities.
  • Logseq — An open-source outliner that combines nested bullets with bidirectional links, daily notes, and graph-based knowledge management; consider Logseq if you want an outline-driven workflow with local-first storage and linked notes.
  • Notion — An all-in-one workspace that combines nested blocks with databases, tables, kanban boards, documents, and collaboration tools; choose Notion when you need more structured data and team workflows alongside notes and outlines.
  • Roam Research — A web-based outliner centered on bidirectional links, block references, and daily notes; consider Roam Research if networked note-taking and connecting ideas across pages are more important than a traditional hierarchy.
  • Bear — A Markdown-based note-taking app with hashtag organization and a writing-focused interface; consider Bear if you mainly need personal notes and writing rather than a deeply nested outline or collaborative workspace.

FAQ

1. Is Workflowy Pro worth it?

Workflowy Pro can be useful for people who rely on Workflowy heavily and need paid-plan capabilities such as expanded usage limits, offline access, larger file allowances, or additional collaboration features. Whether it is worth upgrading depends on how much you use those features.

2. Does Workflowy cost money?

Workflowy offers a free plan with core outlining functionality and usage limits, along with paid plans that add higher limits and additional features. Check Workflowy's current pricing page for the latest plan details.

3. What are some good alternatives to Workflowy?

Popular alternatives include Dynalist for traditional outlining, Obsidian and Logseq for linked local knowledge management, Notion for databases and team workspaces, and Roam Research for networked note-taking.

4. Can I share parts of my Workflowy outline with a team?

Yes. Workflowy supports sharing individual bullets or subtrees with other users and applying permissions to the shared content. This allows teams to collaborate on part of an outline without necessarily sharing the entire workspace.

5. Can I use multiple Workflowy accounts in Shift?

Yes. Shift's multi-account functionality can keep separate Workflowy accounts signed in at the same time. You can organize them into different Spaces and pair each account with related email, calendar, research, or project apps.

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