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Make the most out of Drag with guides and FAQ.
How to reply to emails from a shared email address such as support@?
Every time you use a shared board, team members in that board can reply to emails on behalf of each other or on behalf of a shared email address such as support@. Click below to learn how to use this feature: From an Empty or Shared Inbox Board. From a Google Groups Board. From an Empty or Shared Inbox Board In order to do that in [empty or shared inbox boards](/en/article/what-is-the-difference-between-the-empt
How do I use automations?
Do you have a lot of repeatable tasks in your day-to-day? Don't worry, we've got you covered. With Drag, you can preset rules to automate your workflows. You may know the Gmail rules or filters. Our automations work very similar to them, but for Drag-related tasks. Here is everything you need to know to use them. How it works Each Drag board or wo
What is the difference between an Empty board, Shared Inbox and Google Groups board?
When you are creating a new board you have the option to either start with an empty board or add incoming emails from a Shared inbox or Google Group. If you choose to add incoming emails, the emails sent to that Shared Inbox or Google Group will load in real time into the board. If you choose not to add incoming emails, your board will start empty and you can customize it according to your workflows.
Using Gmail Shared Labels with Drag
Drag allows teams to tag emails and tasks to make it easier to categorize pieces of workflows. For example, for Customer Support teams, labels may be support level, criticality, type of ticket (bug report / help / feature request), etc. For sales teams, they may represent size of opportunity, timezone, probability, etc. It's really up to you and your team to define the best way to categorize your cards. And Drag Shared Labels are here to help. How do I manage shared labels in boards? We
How do I create a Shared Inbox in Gmail with Drag?
How to add a Shared Inbox board You can either create a new Shared Inbox board from scratch or "Add Incoming Emails" from a Shared Inbox into an existing board (so that all emails sent to that Shared Inbox load on that board in real time).
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 wa
How do I use Google Groups integration in Drag boards?
Drag allows you to integrate Google Groups into Drag boards. It is ideal for teams that do not have real email addresses for Shared Inboxes such as support@ or info@, and instead use email aliases and distribution lists. Drag Google Groups boards replace Google Groups and stop the duplication of emails. It centralizes one single version of emails into a shared board where all relevant team members have acces
How can I share a board?
It's very simple to invite new users or remove users from boards. Follow these steps: Click on the board you want to share. Click on the Share Board with team button or on the team members avatars on the top right of the board. Type the email of the user you want to invite and click on the add button (or hit enter). !(https://storage.crisp.chat/users/helpdesk
How do I filter a board?
You can quickly narrow down to the most relevant cards in your Drag boards in a few clicks with our filter feature. How do I apply a filter? You can filter Drag boards across up to 5 different dimensions: Keyword Type keywords that you want to be contained inside the card. For example, a special client or project you are looking for. Card Status Use this filter to see only read or unread (or both) emails in a board. This filter is only applied to emails. All tasks are con
How do I use shared email templates?
Drag allows you to save email templates and snippets so you can send repetitive emails in seconds. And the best part - they can all be shared with team members! What is the difference between Drag email templates and Gmail email templates? If you are wondering why you should not just use the email templates feature available in Gmail, here is why: Drag email templates can be shared with team members. You can synchronize templates across an entire team, department or organisation, wi
How do I use Drag analytics and reports?
Drag allows you to track analytics and generate reports across all boards, to see how you and your team are performing. To see the reports, click on the Drag button on the top right of your screen and select "Reports". How it works Drag reports consist in 3 tabs: Cards, Board Activity and Leaderboard, which you can fi
How do I use Google Calendar integration?
Drag automatically integrates with your Google Calendar. Every time you add a due date to an email or task card, an event will be added to your Google Calendar at the respective date and time you chose. How do I add events in my Google Calendar from Drag boards? To add an event in your calendar from a Drag board, first you need to add a due date to an email or task card. To do that: From the board view Select one or more cards on their checkboxes. Click on the calendar icon on t
How can I rename a card title?
Sometimes the subject of an email does not reflect the most important information in a Drag card, especially when it starts full of "Re:", "Fwd:", etc. For this reason, Drag allows users to edit the title of any card. Here is how to do it: Open the email in Drag Card View Click on the title of the card. An inline editing box will open. Type the new desired title and hit enter or simply leave the input field. The new title will save
How do I sort (reorder) cards in a column?
You can define the order in which you see your cards within a column with Drag. How do I sort cards? There are 2 ways of doing it: Drag cards for custom sorting Simply drag emails up and down to change the order of the cards the way you want. Sort button for structured sorting For a more structured sorting, you can use our sort button that allows you to sort cards by: Custom sorting (manual) Newest first Oldest first Unread first Due date (newest) Due date (oldest
How to use email sequences, automated follow ups and custom fields?
In Drag, you can create email templates and sequences, to automate repetitive emails and follow ups. This article explains how to use it. How to create an email sequence? Email sequences can be created and edited in the same place where you can create email templates. Wh
How do I use Email tracking?
Drag allows you to know when your emails have been read by the recipient. This article explains how to use this feature. How to track emails You can choose if you want to track emails or not. This setting can be found on the formatting bar on the compose box, when you are composing or replying to an email. Email tracking setting Click on the checkmarks icon to turn it on or off. When the checkmarks
How do I search for an email or task?
Drag gives you the ability to search for cards (emails or tasks) in one specific board or across all of your boards. To use it, click on the search icon on the top right of any board: This will lead you to a search popup. Just type in the search box a term that you wish to search and click on search (or just hit 'enter'). A list of cards matching your criteria will appear in th
What is the difference between filtering and sorting?
Here is the difference between filtering a board and searching for cards on boards: Filtering will show emails or task cards on their original boards and lists. It is more relevant when you want to get a specific view of a specific board. For example, you may want to filter a board by only cards assigned to you. This way, you can cut the noise and focus on what you know is your respo
Setting up where email replies load on Drag boards
When you receive replies to emails on Drag boards, you can choose if those replies will stay on the same column where they were left or go back to the first column of that board. Which option should I choose? 🤔 Both options are useful depending on your use case. If a reply t
How do I use permalinks (card URL links)?
Sometimes, you may want to refer to certain Drag boards or cards in different places. For example to help a team member in a ticket by sending a link to a similar conversation you had in the past with another customer. Every board and card in Drag have unique IDs and URLs to help you track and access information easily. Drag allows you to use card URL links to share information inside our outside Drag, quicker.
How do I merge cards?
Sometimes you may have separate cards about the same topic. For example, conversations with different points of contact in the same company, but all about the same deal. Or conversations from multiple customers reporting the same issue that your technical team needs to resolve. In those cases, you may want to merge cards so that all context is in one card. This article explains how to do it and how merged cards work.
How do I move cards into or across Drag boards?
There are 3 ways to move cards across Drag boards: 1. Drag and drop cards into boards You can just drag and drop cards across Drag boards. In this method,
How do I upload files to cards?
Sometimes, you may want to refer to certain documents or files while working on emails or tasks. For example, uploading a video recording from a customer in a manually-created task card, so that your Support team can quickly understand what is going on. Files appear in the "Files" tab in the card detail. At the moment, you can only upload files from the Chrome Extension, not from the mobile app. !(https://storage.crisp.chat/users/helpdesk/website/6fdac52c5a988000/screenshot-2021-12-23-at-1
How do I view boards in kanban view or list view?
You can chose to view any of your boards in kanban view or list view (the Kanban view is the default in Drag). The status of kanban view or list view is defined by board and will remain saved until this status in changed. To choose if you want a board to be defined in kanban view or list view: Click inside the board to be configured Click on the dropdown button next to the board title (top left) Under the option "View", select the option board (Kanban) or List. !(https:
What does the "Related" tab do?
If you are using merged cards, the "Related" tab helps you find what cards are related to each other in an easy way, directly from the card detailed view. This tab is located on the top bar of the card view, next to the "Files" tab:
How do I create a new board?
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
How do I rename, delete or leave a board?
How to rename a board Any board member can rename a board. This action will be logged and visible to all other board members in the activity log. The steps to do it are the same: Go to the board to be renamed Click on the board title, on the top bar Type the new board title Hit enter of click outside the input field
How do I create a new card?
You can manually create new cards in Drag boards, with the same functionalities in the Drag Card View as a normal card originated by an email. It's very simple to create a card. Just follow these steps: Click on the "+" button on the top right of a column inside a board Type the card name Hit enter (or just click outside input field)
What is Drag Card View?
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. !(https://storag
How do I assign an email in Gmail with Drag?
Users can assign emails in Gmail using Drag. You can assign email cards or task cards to specific team members in a Drag board. This way, everyone knows who is dealing with what in a workflow. Every new email or task added in a board will initially be unassigned.
How do I @mention someone on a card?
With Drag you can have an internal chat with your team around a specific email or task. This way you can sort things out quickly with your team while avoiding sending endless emails back and forth. The internal chat is available inside each email or task card, in the Drag Email Detailed View. You can also @mention someone on
How do I know when someone assigned or @mentioned me on a card?
Every time someone assigns a card to you or @mentions you in a comment, you will receive an email notification. The notification will be sent to the mentioned team members' email address and will look like this: When someone assigns you to a card: When someone @mentions you on a card: !(https://storage.crisp.chat/users/helpdesk/website/6fdac52c5a988000/screenshot-2020-09-
How do notifications work?
Types of notifications Drag has 3 different types of notifications. **Email notifications: **Email notifications that arrive directly into users' inboxes. **Board notifications: **Visual changes on board titles to notify users on board updates. Activity log: List of historical activities that have been performed in a certain board, across all team members. Email notifications There are 3 types of email notifications.
How do I rename, resize, reorder or delete Drag columns?
You can customize Drag columns in a way that makes sense for you and your team workflows. Rename columns Click on the column title to be changed Type the new column title Hit enter or click outside the input box Resize columns Hover your cursor on the right edge of a column Click on the arrow icon that will appear Click an
Why can't I drag the first column?
When boards are inboxes (either a Shared Inbox or your main inbox), the first column cannot be dragged. The reason is that this is the column where new emails load automatically. To avoid having new emails loading across different columns, Drag fixes that column in its position. However, you can rename every column in your Drag boards. So, feel free to set a name that makes your board customized the way you want! !(https
How do I turn the Drag view on/off my inbox?
Drag boards are offered in both kanban or list views, and you can turn Gmail into a Drag board in 1 click. However, we understand some users prefer to stick to their traditional Gmail layout while collaborating on secondary Drag boards. If you are one of these users, you can easily turn Drag board view off in your personal inbox. To turn the Drag view on or off your inbox, just use the toggle button on the top right of your main inbox to turn Drag v
How to use Gmail Delegation in Drag?
Gmail Delegation is a very common use case for Drag. If you want to delegate your entire inbox or specific emails to an assistant or team member, this page is for you. Delegating Gmail in Drag is super easy. Follow the steps below: Delegating your entire inbox: To delegate your inbox, simply share your personal board with your assistant or team members. They will have immediate access to your inbox and be able to manage emails and tasks on yo