Boards configuration
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 Choose the type of board you want to create. If selecting Shared Inbox or Google Groups board, type the email address associated with the Shared Inbox or Google GroFew readersHow 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.Some readersHow do I select a board view?
You can chose to view any of your boards in kanban view, list view or preview view. The Kanban view is the default in Drag. The status of kanban view / list view / preview view is defined by board and will remain saved until this status in changed. Different users can also view the same board at the same time in different views. To choose a view for your board: Click inside the board to be configured. Click on the dropdown button next to the board title (top left). Under the option "Few readersHow 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 wilFew readersWhy can't I drag the first column?
The first column on Drag boards 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://storage.crisp.chat/users/helpdesk/website/6fdac52cFew readersHow do I turn the Drag view on/off my inbox?
If you are already logged into an account in Gmail, Drag automatically creates a Drag workspace for that account. This means that, for example, if you are logged into support@company.com, you won't be able to create a new shared inbox board for support@company.com (because you are already in it!). Instead, all you need to do is to turn the Drag view on in that account. To turn the Drag view on or off your inbox: Click on Inbox Use the toggle button on the top right to turn DragFew readers
Boards operation
How do I move cards into or across Drag boards?
There are 4 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,FeaturedHow can I rename a card?
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. There are 2 ways to do rename cards: From board view Click on the card title. 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 automatically. (https://storage.crisp.chat/users/helpdeFew readersHow does the activity log work?
The activity log, as the name suggests, log all activity done by any team member on a specific board. You can access the activity log in 2 different ways: 1. Board activity log Notifications in the activity log will appear on the bell icon on the top right of each board: The activity log is located on the right side of each board and contains the history of all actions performeFew readersHow does Card Status work?
Card statuses serve as another layer of management for your workspaces. Whether you are providing Customer Support, closing deals on a Sales Pipeline or managing Accounts, card statuses enable you to quickly find what needs attention and track important performance metrics. What do statuses mean Every card on Drag workspaces has one of 3 different statuses: open, pending and closed. Open: This is the initial status of an email that is received or a task that is created. It indicatesFew readersCan I drag and drop emails into Drag boards?
Totally! You can drag and drop emails and task cards across a number of boards or folders: From Drag boards to Drag boards From Drag boards to Gmail Folders From Gmail to Drag boards You can select up to 50 emails to move at the same time from normal Gmail list to a Drag board. Just select the emails you want to move and drag them into the desired Drag board.Few readersHow 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). (https://storage.crisp.chat/users/helpdesk/website/6fdac52c5a988000/ezgif-5-ddf0212bedouvv50.Few readersHow does the "select all" option per column work?
In Drag, you can select all cards in a column or list by using the option "Select all" in the 3-dot button on the top right of each column or list. This article explain how this works. Like Gmail, Drag selects all cards that are on display when you use the 'select all' option. For example, if you select all emails in Gmail, it will only select those emails on the first page.Few readersHow 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.Few readersHow do notifications work?
Drag has 2 different types of real time notifications to bring certain events that happen on workspaces to your attention. Email notifications: Emails that arrive directly into users' inboxes. Activity log notifications: Notifications that load in the 'Priority' tab inside the activity log. Email notifications There are 2 types of email notifications. @mentions: When a team member mentions you on the team chat. (https://storage.crisp.chat/users/helpdesk/website/6fdac5Few readers
Filter, sort and search
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 does the filter work? You can filter Drag boards across up to 10 dimensions: From Email senders (in case of email cards). To Email recipients (in case of email cards). Subject/Card name Title of the card, being it the subject of an eFew readersHow 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: 1. Drag cards for custom sorting Simply drag emails up and down to change the order of the cards the way you want. 2. Sort button for structured sorting For a more structured sorting, you can use our sort button that allows you to sort cards by: None (manual) Newest first Oldest first Unread first Due date (newest) Due date (oldest) TFew readersHow do I search for a card?
Drag gives you the ability to search for cards on a specific board or across all boards. To use it: Click on the search icon on the top right: A search bar is going to load. Type in the search box a term that you wish to search and hit 'enter'. Use the Search all boards and Include archived checkboxes according to your preferences. This is what they mean: SeaFew readersWhat 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 respoFew readersCan I reorder boards?
Yes you can 😄! Just drag and drop boards to the order desired.Few readers