In addition to the visual Drag boards, Drag offers several collaboration features inside each card. We call this view Drag Card View.

This is how it looks:



This article will walk you through how to use it.

Tabs

The Drag Card View is broken down into tabs. Each tab contains information in different formats. To switch between tabs, simply click on their respective names.



Below is a quick explanation of what each tab consists of:

Email Tabs

As the name says, these tabs contain the Emails inside that specific card. If the card you are in contains one or multiple emails, respective tabs will be created for each email.

By default, the title of the tab will be the email subject. But you can rename the email subject, to any name you want.

Email tabs will typically be the first tabs from left to right, unless you are inside a task card.

Inside this tab, you can perform the typical actions applied to emails, such as:
Move to
Archive
Delete
Mark as unread
Star
Reply
Reply as
Reply all
Forward

Tasks Tab

You can also build a checklist around a specific card using the tasks card. To do it:

Click on the task tab
On the input box in the bottom, write the task you want
Hit enter on the keyboard
When completing a task, check the checkbox next to the task name to tag it as 'done'
You can also edit or delete a task by clicking on the respective pen and bin icons, respectively, on the right side next to each task.



Notes Tab

This tab is like a virtual notebook. It was made for you to make notes about that specific card that you want to be accessed easily. To use it:

Click on the notes tab
Type the notes you would like to add to the card
Notes will be auto-saved when you leave the interface



Features

On top of the tabs, the Drag Card View also offers other collaborative features, listed below:

Color coding

Add another layer of organization by changing the color of your cards. To do it

Click on the existing color code on the top of the screen, next to the card title
Select the color of your interest



Color changings will be reflected to all members on the Drag Board.

Breadcrumbs

Breadcrumbs are located on the top left of the Drag Card View, right below the Card title. They display the position of a card across different boards and columns, without needing to go back to the board view to understand the context of a certain email.



Card assignment

You can assign email cards or task cards to specific team members in a board. This way, everyone knows who is dealing with what in a workflow. Learn more about email assignment here.



Remember you can only assign an email for a team member that has been invited to share a board with.

Due dates

Keep on track with your deadlines by setting due dates to your cards. To do it:
Click on the calendar icon on the top bar
Select your date and time
You can remove the due date by clicking on the due date icon and Remove button

Drag integrates with Google Calendar and automatically creates events and send notifications based on the due dates you assign to cards. Click here to learn more about how our Google Calendar integration.



Previous / Next buttons

You can easily navigate across Cards on a single column by using the Previous / Next buttons. This means you don't need to go back to the Board view to check other Cards.



The Previous / Next buttons will display Cards within the same column in a board.

Internal Live Chat and @mentions

Drag has an internal chat box on the right side of the card view for chat within the context of a card. Click on the chat button on the top right of the screen to expand or collapse the chat box. Whatever setting you choose (expand/collapse) will be saved and become default for any card you open within Drag.

You can also @mention your team members inside the chat, notifying them instantly about the conversation on the card. Learn more about @mentions here.



Every team member invited to collaborate on the board will be able to see the conversations in the comments box.
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