It's very easy to create a new Drag board.

On you Gmail sidebar menu, find "Drag Boards" and click on the '+' icon next to it



Select the workflow that you want to use this board for.



Invite team members that you want to share this board with. Otherwise, if you don't want to share the board with anyone else, just click on "next step". You will be able to share the board with other team members at any time later.

Choose if you want to add incoming emails to the board or start with it empty (click here to learn more about the types of boards).



If you add an empty board

In this case, after inputting the new board name, you will be redirected to the new board. This board will start empty. You will then be ready to share it with your team, customize your columns, drag cards into it, create new cards or automations.

If you add a Shared Inbox

If you chose to add a Shared Inbox, you will be redirected to the following steps:

Input the title of the board and the respective Shared Email address associated to it.
Authenticate this account. This is to prove that you have the credentials to access that account.
Accept Drag's permissions to connect to this account. Here's why we need them.
The historical emails from that Shared Inbox will load into the first column of your board. All new emails will also load on the first column.

You will then be ready to share this Shared Inbox with your team, customize your columns, drag emails into it or add new tasks.

If you add a Google Groups board

Input the title of the new board and respective Google Group email address, then click on "Create".
You will be redirected to the new Google Groups board and will be ready to go! Every email sent to a Google Group will land on this board, and your team will be able to collaborate.
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