Question 1

Does Drag have a mobile app?

Accepted Answer

Yes, absolutely! Find all information you need about our mobile apps below.

Installing the mobile app

You can download the mobile app from your app store:

iOS users: Download from the App store.
**Android users: ** Download from the Google Play store.

What you can do with our mobile app

These are the actions you can currently perform from your phone:

View all boards, cards, assignments, tags, color code and due dates.
Perform the following actions from board view or card view: archive, delete, mark as read/unread, apply tag, assign, change color, add due date, report as spam or move across boards or columns.
Add, edit and delete comments and @mentions in the internal chat.
Move cards across boards and columns.
Add new task cards.
View checklists (read-only).
View notes (read-only).
Reply to emails from phone, either as an individual user@ accounts or reply as a shared inbox like support@.

Navigation tips

Quick navigation tips to make the most of our mobile app:

To select one or multiple cards: Tap and hold the first card until a checkbox is displayed on the card. Tap other cards you want to select, until all selected cards have a checked checkbox. Use this to apply bulk actions on 1 or multiple cards at once.

![](https://storage.crisp.chat/users

Question 2

How do I install Drag?

Accepted Answer

How do I install Drag Chrome Extension?

Drag has a very simple installation process.

Just click here for the direct link to our app in the Chrome Store.

Click on the blue button 'Add to Chrome' on the top right. After installation.
Your Gmail tab will automatically load with a "Welcome to Drag" popup.

Click on "I'm ready" if you wish to activate Drag in the existing Gmail account or select "Do Not Activate Drag". You can enable/ disable Drag at any point.

|| Note you can have Drag installed in specific Gmail accounts, and have it not installed in other accounts. Here's how.

Select the account in which you would like to install Drag.
A popup will automatically load asking for the required permissions to your account that Drag needs to function properly (here's why we need them).
Read and accept the permissions by scrolling down and clicking on 'Allow''.

|| Don't forget to install our [mobil

Question 3

How do I use automations?

Accepted Answer

Do you have a lot of repeatable tasks in your day-to-day? Don't worry, we've got you covered. With Drag, you can preset rules to automate your workflows.

You may know the Gmail rules or filters. Our automations work very similar to them, but for Drag-related tasks. Here is everything you need to know to use them.

|| Automations are included in our Plus and Pro Plans.

How it works

Each Drag board or workflow is different. That's why you can create different automations for different Drag boards. The best part is that our automations are all cross-boards. This means they allow actions in one board to trigger other actions in a completely separate board.

Our automations are combinations of 4 factors that you can customize:

Trigger

These are the triggers that determine when a rule will be applied.

Board

This is the board where your automation will be triggered (i.e. where the automation starts). For example, if you select your main board, this means those rules will be applied to emails from your personal inbox (even the case of being automatically moved to another board).

Conditions

These are specific conditions that need to be met on top of the triggers and board for the automation actions to occur. You can select as many conditions as you want.

Actions

These are the actions that will be performed automatically when the automation is

Question 4

What is the difference between an Empty board, Shared Inbox and Google Groups board?

Accepted Answer

When you are creating a new board you have the option to either start with an empty board or add incoming emails from a Shared inbox or Google Group.

If you choose to add incoming emails, the emails sent to that Shared Inbox or Google Group will load in real time into the board. If you choose not to add incoming emails, your board will start empty and you can customize it according to your workflows.

| Regardless of the type of board, you can always share it team members. Here's how.

Empty board

Choose this option if you want the board to start empty, like a blank canvas. You can then populate it the way you want. Create new cards. Drag cards into it or even create automations to move cards into it automatically. Drag boards were designed to be a flexible workspace for you and your team.

Shared inbox board

Choose this option if you want emails from a shared account (e.g. support@) to load automatically into the board. In this case, you need to have a login and password for the shared email address. **In Shared Inbox boards, new emails sent to that shared email address will load on the

Question 5

Shared Inbox or Google Group: which one is right for me?

Accepted Answer

Lots of teams come across this debate when it comes to managing team emails - Should we use Shared Inboxes or Google Groups?

The goal of this article is to support these teams in their decision on what set up to go for.

| Both Shared Inboxes and Google Groups can be integrated into Drag boards.

What are Shared Inboxes and Google Groups?

They seem to be the same at a first glance, starting with info@, support@, etc. The biggest difference is the way they handle incoming emails.

Shared Inboxes are real inboxes (that you login with a password), and are set up as "users" in your Google Workspace account.
Google Groups work like email distribution lists. When an email is sent to a Google Group, a copy of that email is sent individually to all users inside that particular Group. Google Groups do not count as users in your Google Workspace account.

What is the difference between using Drag with Shared Inboxes and Google Groups?

There are a few differences between using Shared Inbox or Google Groups on Drag boards.

Profile Picture

With a Shared Inbox, you can assign a profile picture to your team inbox, for example your company logo, giving a more professional look to your emails.
Google Groups do not support profile pictures. You have the options to either reply to emails from your own individual account (with your own profile

Question 6

How do I move cards into or across Drag boards?

Accepted Answer

There are 4 ways to move cards across Drag boards:

| Note a card can only be in 1 Drag board at a time. || Note that, for security reasons, you are not allowed to move emails to a board of which the original email recipient is not part. Read more about this restriction here.

1. Drag and drop cards into boards

You can just drag and drop cards across Drag boards. In this method, by default, the cards will always be placed into the first column / list of the destination board.

You can move cards:

From any Drag board to another Drag board.
From the Gmail "Sent" folder into a Drag board.
From a Gmail label or sub-label into a Drag board (and vice-versa).

2. Use the "send to board" button on the top bar

You can move multiple cards at a time using the "send to board" button on Drag's top bar.

Select the cards you want to move.
Click on the "send to board" button.
Select the board you want to move the cards to.
Select the column within that board that you want to move the cards to.
Click on Move.

3. Create automations to move cards automatically

If the cards you need to move often follow a pattern, you can simply [create a

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