Articles on: 🤝 Collaboration

How do I use shared drafts in Gmail?

Drag allows teams to collaborate on a draft before sending it externally. All drafts are automatically shared across all team members in that specific board. Here is everything you need to know on how to make use of shared drafts in Gmail with Drag.

How do I create a new shared draft?

Click inside an email.
Click on reply or reply as.
Start drafting a response you want to share and close the email, how you would in a normal draft in Gmail.
Leave the card.
When you get back to the board where the draft is, the text "draft" will appear in red on the card where you created a draft. Just like in Gmail. Everyone in that specific board will see this.

That's it! Anyone else (in that board) that opens that email will be able to edit your draft before sending it.

How do signatures work in shared drafts?

Every time a team member opens a specific draft, their own signature is going to appear on the bottom of the draft (including when you use the reply as functionality). You don't need to bother to remove your signature every time you are editing a draft when you won't be the last person editing it. The last team member will always have their signatures printed automatically.

Does Drag have collision detection?

Yes! Drag won't allow 2 users to reply to the same email at the same time.

If a team member tries to click on a draft on which another team member is already working, the following message will be prompted:

Can I share a draft on a new email thread?

It is only possible to share drafts from email replies, but not drafts from new email threads. If you are looking to collaborate on drafts from new email threads, you can use Google Workspace's New Email Draft Templates in Google Docs and add the shared drafts links to Drag cards to organize them on shared boards.

A good way of using them in Drag is copying the link of the Google Doc and pasting into Drag cards (either as a comment or as a custom field), so you can categorize, tag, assign etc them as normal.

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Updated on: 03/10/2023

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