What are Drag boards?
Boards, columns and cards: The building blocks of your workflows
Drag boards are where emails and tasks get organized, information is shared and great work happens.
Made up of columns and cards, they give everyone a shared perspective on the work getting done and what still needs to get done, when, how and by whom.
You and your team can create and use Drag boards to manage customers, projects, leads or anything else.
Board vs list views
Drag boards can be used in board or list view.
This is how the board view looks like:
This is how the list view looks like:
To choose between board and list view:
Click on a board
Click on the drop down menu next to the board title on the top bar
Under the section 'VIEW', select List view or Card (board) view
Creating a new board
To create a new board, click on the "+" icon next to "Drag boards". Click here to learn more about creating new boards.
Adding Incoming Emails to Drag Boards
You can add incoming emails from a Shared Inbox or a Google Group to a Drag board, so that new emails load in real time into your boards. Otherwise, you can choose to go for an empty board, that is not attached to any inbox or Google Group, and customize it according to your needs.
Empty boards (no incoming emails) start empty, like a blank canvas. You can then populate them the way you want: create new cards, Drag existing cards into it, create automations to move emails into it automatically, etc. Drag boards were designed to be flexible for both individuals or teams.
Shared Inboxes are for teams that use company emails such as sales@ or support@ (with login and password) and want to manage them collaboratively. They were built so that various team members can access and manage incoming emails from the same inbox, without needing to share a Gmail account or password.
Google Groups boards are for teams that use Google Groups as an alternative to collaborate on emails. These Groups do not have a password associated to them, and instead are set up as distribution lists where multiple team members receive the same emails. Drag Google Groups boards avoid the problems associated with Google Groups such as email duplications and lack of accountability, by centralizing all emails into one single shared board.
Any board can be shared or used individually
Regardless of whether your boards are empty or receive incoming emails, they can be either shared with your team or private just for you.
Avoid losing communication with all back and forth emails. Share Drag boards with your team and have them collaborating on the same view. Here's how you can share Drag boards with your team.
Still need help? Our Support team will love to help at email@example.com or live chat.
Updated on: 30/01/2023