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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. Empty board Cho
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 invidividual 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@
How do I use automations?
Do you have a lot of repeatable tasks in your day-to-day? Don't worry, Drag can take care of those for you. With Drag, you can preset rules to automate your workflows. You may know the Gmail rules or filters, our automations work like them. Here is everything you need to know to use them. How it works Each Drag board or workflow is different. That's why you c
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@. Read here how to set it up. From an Empty or Shared Inbox Board In order to do that in empty or shared inbox boards, each email address in the board (including team members and / or a Shared Inbox) needs to grant permissions for others in the b
How do I use shared labels (tags) 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.
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 to see only read or unread (or both) emails in a board. This filter is only applied
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
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
How can I share a board?
It's very simple to share a board with your team. Follow these steps: Inside the board you want to share, click on the share button. Alternatively, you can find the board name on the left column, click on the dropdown menu next to it's name and click on share board. Typ
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 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
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: Open the Drag Card View and click on 'due date' butto
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 option you chose, the next steps
How do I rename or delete a board?
If you are the board owner For an Empty board or Google Groups boards, the board owner is who created the board. For Shared Inboxes, it is the Shared Inbox account (e.g. support@). 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 optio
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
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: You can drag emails from your main inbox to shared boards and vice versa. To do it, simply click and hold the desired card and then drag it to where you wanna send it.
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. Be
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 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 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
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 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 kanban view 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 do so, just use the toggle button on the top right of your main inbox to turn Drag view on or off. !(https://storag
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