Articles on: 💨 Workspaces

How do I move cards into or across Drag boards?

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 automations to move them automatically, so you don't need to move them manually all the time.

When you create an automation rule, only future cards following this criteria will be automatically moved. The rule won't be applied retrospectively.

You can also move cards across boards using our mobile app.

4. Add incoming emails from a Shared Inbox or Google Group



Shared Inbox and Google Groups boards load emails in real time. They connect to an existing account and load the emails that are sent to it.

If you have an empty board and want to add incoming emails from a Shared Inbox or add incoming emails from a Google Group.

Still need help? Our team will love to help at support@dragapp.com.

Updated on: 31/01/2023

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