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Using Drag
Learn all the ways to use Drag with our guides and frequently asked questions.
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 choose between an Empty board, Shared inbox or Google Groups board. Here is the difference between them.  in Gmail?
Drag allows teams to tag emails and tasks to make it easier to categorize pieces of workflows. For example, for Customer Support teams, tags can be support level, level criticality, type of ticket (bug report / help / feature request), etc. For sales teams, it can be 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. ${youtube}[Video Tutorial: How do I use shared tags in
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How do I create a Shared Inbox in Gmail with Drag?
Drag's Shared inbox is the best solution to have your team collaborating on a shared Gmail account such as support@. It's very simple to create a Shared Inbox. Follow these steps:
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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 c
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How do I search and filter within a board?
You can quickly narrow down to the most relevant cards in your Drag boards in a few clicks with our search and filter feature. How does it work? You can filter Drag boards across up to 5 different dimensions: Sender or subject Type keywords that you want to be contained inside the email sender or subject. For example, a special client or project you are looking for. Status Use this filter
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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. C
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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: Simple Drag'n'drop for manual sorting Our name is not in vain :) 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 yo
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How can I share a board?
It's very simple to share a board with your team. Follow these steps: Click on the drop down menu next to the board title and click on 'Share Board'. Alternatively, inside the board you want to share, click on the share icon or on the team members avatars. Type the email of the person you want to share it and click on the add button (or hit enter). ![](https://storage.crisp.c
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How can I rename an email subject?
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 Hover over the title of the card and click on it. An inline editing box
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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
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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
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How do I create a new board?
It's very easy to create a new board. You can do in two ways. This first one is: On you Gmail sidebar menu, find "Drag Boards" and click on the '+' icon next to it Select the type of board you want to add. Click here to learn more about the board types. . To delete or rename a board You have two options. The first one is: On the Gmail sidebar, find the board you want to delete or rename Click on the dropdown next to the board name Select the opti
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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 plus button Add Task on the top of a column inside a board Type the card name Click on Add (or hit enter) The input field will remain open in case you want to add more cards. When you are done, just click outside
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Can I drag and drop emails into Drag boards?
Totally! You can drag and drop emails and tasks across different boards and columns. From Drag boards to Drag boards or Gmail Folders: You can drag emails from your main inbox to shared boards (or Gmail folders) and vice versa. To do it, simply click and hold the desired card and then drag it to where you wanna send it. From Gmail to Drag boards: You can select up to 15 emails to mo
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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
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How do I assign an email in Gmail?
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.
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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
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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 you personal email address and will look like this: When someone assigns you to a card: When someone @mentions you on a card: Note tha
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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.
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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
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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! 