• 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 boFeatured

• How do I use 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 menu button on the top right of your screen and select "Reports". How it works The Drag reports consist in 4 categories, which you can find on the left side of your screen next to main menu: Cards: Where you can visualize the volume of cards that were created or were active within a period of time, on each board or group of boFew readers

• How to use email sequences and automated follow ups?

  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. WhFew readers

• 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 checkmarksFew readers

• 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 tFew readers

• 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. How do I upload files to card? It is very easy to upload files to Drag cFew readers

• How do I use Custom Fields in Drag?

  Through Custom Fields, Drag provides a highly customizable approach to managing your business workflows right from Gmail. This article explains everything you need to know about Custom Fields. What are custom fields? We all know that a Sales pipeline requires different fields than a Helpdesk, or from ReFew readers

• 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.Few readers

• 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, wiFew readers

• 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: WFew readers