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Learn all the ways to use Drag with our guides and frequently asked questions.
What is the difference between the Empty board and Shared Inbox?
When you are creating a new board you have the option to chose between an Empty board and Shared inbox. Here is the difference between them. Shared inbox board Choose this option if you want emails from a shared account (e.g. support@) to
How do I create a Shared Inbox in Gmail?
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: From your own Gmail account: Create a new board choosing the option Shared Inbox Input the name of the new board and the email address you want to be shared e.g. support@y and pre
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@. This feature applies to both empty boards and shared inboxes. In order to do that, each email address in the board (including team members and / or a Shared Inbox) needs to grant permissions for others in the board to reply on their behalf.
How can I share a board?
It's very simple to share a board with your team. Follow these steps: Inside the board you wanna share, click on the Share button Type the email of the person you wanna share it and click on the Add button. Done! The person will receive an email with the notificati
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: Click on the '+' red button on the bottom right of your screen Alternatively, you can: On you Gmail sidebar menu, find "Drag Boards" and click on the '+' icon next to it Independently on the op
How do I rename or delete a board?
If you are the board owner That means if you have created the board in the first place. To delete and 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 option you want ("delete" or "rename") Confirm deletion or input the new board name, depending
How do I create a task card?
You can also manage your tasks in Drag, individually or sharing tasks in a team. Task cards look the same as email cards and have the same functionalities in the Drag popup preview. This means you can assign a task to a team member, set due dates, have comments and @mentions, change colors or create sub-tasks. It's very simple to create a task. Just follow these steps: Click on the plus button Add Task on the top of a column inside a bo
Can I drag and drop emails into Drag boards?
Totally! You can drag and drop emails and tasks across different boards and columns. To do it, simply click and hold the desired card and then drag it to where you wanna send it. You can drag emails from your main inbox to shared boards and vice versa. Dragging multiples emails a
What is Drag's popup preview?
In addition to the visual Drag boards, Drag offers several collaboration features on top of your normal emails. Most of these features are available in what we call the Drag popup preview. This is how it looks: This article will walk you through how to use it. Opening the popup preview Hover your cursor on top of a card Click on the last icon on the right !(http
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.
How do I @mention someone on an email or task?
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 popup. You can also @mention someone on the chat, [whi
How do I know when someone assigned or @mentioned me in a card?
Every time someone assigns an email or task 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 on an email or task: When someone @mentions you on an email: !(https://storage.crisp.chat/users/helpdesk/website/6fdac52c5a988000/ezgifcom-video-to-g
Are there notifications for board changes?
Green dots will appear next to the board name when an update has happened, such as: New emails (or replies to existing threads) New comment New due date New task New checklist inside cards New assignments
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 Hover the column title you want to change Click on the pen icon next to the column titles Type the new column title Hit enter or click outside the input box Resize columns Hover your cursor on the right edge of a col
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 Drag off my inbox?
Drag boards have a cool kanban layout, 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. Just use the toggle button on the top right of your main inbox to turn Drag view on or off. !(https://storage.crisp.chat/users/helpd
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 your behalf. More importantly, they can also reply