What is Drag Card View?TabsFeatures
Articles on: 🚀 Getting Started
We call Drag Card View the view you have when clicking inside a card on a Drag board.
This is how it looks:
This article will walk you through how to use it.
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.
Below is a quick explanation of what each tab consists of:
Detail tabs only exists in cards that contain emails. It shows the content of the email conversation within a specific card. If the card you're looking into is merged to other cards, you will be able to access the content of the other merged cards on the Related tab.
By default, the title of an email card will be the original email subject. But you can rename cards, to any name you want.
Inside this tab, you can perform typical email actions such as archive, deleted, mark as read/unread, star/unstar, reply, reply all or forward. You can also reply as a shared inbox, Google Group or another team member's email address, if the required set up is in place.
You can also build a checklist around a specific card using the task tab. To do it:
Click on the task tab.
Write the subtask you want to add in the input box on the top.
Hit enter on the keyboard.
To mark a subtask as complete, check the checkbox next to the subtask name.
You can also edit or delete a subtask by clicking on the respective pen and bin icons, respectively, on the right side next to each task.
From the card view, you can also view the number of complete subtasks next to Tasks tab title, followed by the total number of subtasks (for example, 2/3 means 2 tasks out of 3 have been completed).
This tab is like a virtual notebook. It was made for you to make notes about that specific card that you want to be accessed easily. To use it:
Click on the Notes tab.
Type the notes you would like to add to the card.
Notes will be auto-saved when you leave the interface.
The Activity tab logs every activity that happened within a specific card. It works as an activity log at card level.
Click here to learn more about our Activity Log at both board and card levels.
The Files tab allows you to upload or download any files that are related to the card in question. For example, if your card represents a deal that you are about to close with a customer, you might want to upload a contract template or a proposal previously sent to that customer. This way, other team members working on the same deal can have quick access to important files within the context of that specific deal.
Read more about how to upload files to cards here.
The Related tab makes it easier for you to access other cards that are merged to the card in question. Note this tab will only have contents if you are using merged cards.
Click here to learn more about merged cards and here to learn about the Related tab.
On top of the tabs, the Drag Card View also offers other collaboration, workflows and productivity features, listed below:
Add another layer of organization by changing the color of your cards. To do it:
Click on the color code icon on the top bar.
Select a color.
Color changes will be reflected to all members on the Drag Board.
Breadcrumbs are located on the top of the Drag Card View, right below the Card title. They display the position of a card across different boards and columns, without needing to go back to the board view to understand the context of a certain email.
You can also assign cards to specific team members from the detail view. Learn more about assignments here.
Remember you can only assign an email for a team member that has been invited to share a board with.
Keep on track of deadlines by setting due dates to cards. To do it:
Click on the calendar icon on the top bar.
Type the desired time on the clock input field on the top right of the calendar.
If you wish to create an event in your Google Calendar, check the checkbox "Add to calendar".
If you choose to add an event on your Calendar, a "Duration" input field will load. Type the duration of the event (in minutes).
At last, to save the changes, select the date you wish to assign the selected cards.
Drag integrates with Google Calendar and automatically creates events and send notifications based on the due dates you assign to cards. Click here to learn more about due dates and Calendar integration.
You can also use Drag shared tags to organize cards across Drag boards. Read more about shared tags here.
There are a few ways you can move cards across different Drag boards. One of them is using the "move to" button on the top bar. To move a card from the detail view:
Click on the move to button on the top bar.
Select the board you want to move it to.
Select the column within the destination board that you want to move the card to.
Click on move.
Click here to learn more about how to move one or multiple cards across Drag boards.
If an email is not relevant at the moment but will be in the future, you can snooze it to a future date. This way, it doesn't clutter your inbox when it doesn't need to.
Our snooze button works exactly the same way the Gmail's one does.
When emails are snoozed, you can still access them in the "snoozed" subboard under their respective board titles on the left-hand column.
In Drag, each board and each individual card has a unique URL. By using the card URL button on the top bar, you can copy these URLs and share with colleagues across any platform, to easily give them access to a specific card or board.
To copy a card URL, simply click on the card URL button and it will be automatically copied to your Clipboard, so you can paste it anywhere.
Read more about card URLs here.
These buttons work exactly like the Gmail ones, to print emails or open them in a new tab.
Custom Fields allow you to customize Drag to perfectly fit your different workflows. With them, you can create customizable fields for each of your boards that help you manage a specific workflow. For example, "deal value" or "lead job title" for Sales teams or "years of experience" for Recruiters.
Read more about how to use Custom Fields here.
You can easily navigate across Cards on a single column by using the Previous / Next buttons. This means you don't need to go back to the Board view to check other Cards.
These buttons are located on the top right of the detail view, right above the live chat icon.
The Previous / Next buttons will display Cards within the same column in a board.
Drag has an internal chat box on the right side of the card view for chat within the context of a card. Click on the chat button on the top right of the screen to expand or collapse the chat box. Whatever setting you choose (expand/collapse) will be saved and become default for any card you open within Drag.
You can also @mention your team members inside the chat, notifying them instantly about the conversation on the card. Learn more about @mentions here.
Every team member invited to collaborate on the board will be able to see the conversations in the comments box.
Updated on: 27/01/2023
We call Drag Card View the view you have when clicking inside a card on a Drag board.
This is how it looks:
This article will walk you through how to use it.
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.
Below is a quick explanation of what each tab consists of:
Details Tabs
Detail tabs only exists in cards that contain emails. It shows the content of the email conversation within a specific card. If the card you're looking into is merged to other cards, you will be able to access the content of the other merged cards on the Related tab.
By default, the title of an email card will be the original email subject. But you can rename cards, to any name you want.
Inside this tab, you can perform typical email actions such as archive, deleted, mark as read/unread, star/unstar, reply, reply all or forward. You can also reply as a shared inbox, Google Group or another team member's email address, if the required set up is in place.
Tasks Tab
You can also build a checklist around a specific card using the task tab. To do it:
Click on the task tab.
Write the subtask you want to add in the input box on the top.
Hit enter on the keyboard.
To mark a subtask as complete, check the checkbox next to the subtask name.
You can also edit or delete a subtask by clicking on the respective pen and bin icons, respectively, on the right side next to each task.
From the card view, you can also view the number of complete subtasks next to Tasks tab title, followed by the total number of subtasks (for example, 2/3 means 2 tasks out of 3 have been completed).
Notes Tab
This tab is like a virtual notebook. It was made for you to make notes about that specific card that you want to be accessed easily. To use it:
Click on the Notes tab.
Type the notes you would like to add to the card.
Notes will be auto-saved when you leave the interface.
Activity Tab
The Activity tab logs every activity that happened within a specific card. It works as an activity log at card level.
Click here to learn more about our Activity Log at both board and card levels.
Files Tab
The Files tab allows you to upload or download any files that are related to the card in question. For example, if your card represents a deal that you are about to close with a customer, you might want to upload a contract template or a proposal previously sent to that customer. This way, other team members working on the same deal can have quick access to important files within the context of that specific deal.
Read more about how to upload files to cards here.
Related Tab
The Related tab makes it easier for you to access other cards that are merged to the card in question. Note this tab will only have contents if you are using merged cards.
Click here to learn more about merged cards and here to learn about the Related tab.
On top of the tabs, the Drag Card View also offers other collaboration, workflows and productivity features, listed below:
Color code
Add another layer of organization by changing the color of your cards. To do it:
Click on the color code icon on the top bar.
Select a color.
Color changes will be reflected to all members on the Drag Board.
Breadcrumbs
Breadcrumbs are located on the top of the Drag Card View, right below the Card title. They display the position of a card across different boards and columns, without needing to go back to the board view to understand the context of a certain email.
Card assignment
You can also assign cards to specific team members from the detail view. Learn more about assignments here.
Remember you can only assign an email for a team member that has been invited to share a board with.
Due dates
Keep on track of deadlines by setting due dates to cards. To do it:
Click on the calendar icon on the top bar.
Type the desired time on the clock input field on the top right of the calendar.
If you wish to create an event in your Google Calendar, check the checkbox "Add to calendar".
If you choose to add an event on your Calendar, a "Duration" input field will load. Type the duration of the event (in minutes).
At last, to save the changes, select the date you wish to assign the selected cards.
Drag integrates with Google Calendar and automatically creates events and send notifications based on the due dates you assign to cards. Click here to learn more about due dates and Calendar integration.
Tags
You can also use Drag shared tags to organize cards across Drag boards. Read more about shared tags here.
Move card
There are a few ways you can move cards across different Drag boards. One of them is using the "move to" button on the top bar. To move a card from the detail view:
Click on the move to button on the top bar.
Select the board you want to move it to.
Select the column within the destination board that you want to move the card to.
Click on move.
Click here to learn more about how to move one or multiple cards across Drag boards.
Snooze
If an email is not relevant at the moment but will be in the future, you can snooze it to a future date. This way, it doesn't clutter your inbox when it doesn't need to.
Our snooze button works exactly the same way the Gmail's one does.
When emails are snoozed, you can still access them in the "snoozed" subboard under their respective board titles on the left-hand column.
Card URL
In Drag, each board and each individual card has a unique URL. By using the card URL button on the top bar, you can copy these URLs and share with colleagues across any platform, to easily give them access to a specific card or board.
To copy a card URL, simply click on the card URL button and it will be automatically copied to your Clipboard, so you can paste it anywhere.
Read more about card URLs here.
Print / Open as new tab
These buttons work exactly like the Gmail ones, to print emails or open them in a new tab.
Custom fields
Custom Fields allow you to customize Drag to perfectly fit your different workflows. With them, you can create customizable fields for each of your boards that help you manage a specific workflow. For example, "deal value" or "lead job title" for Sales teams or "years of experience" for Recruiters.
Read more about how to use Custom Fields here.
Previous / Next buttons
You can easily navigate across Cards on a single column by using the Previous / Next buttons. This means you don't need to go back to the Board view to check other Cards.
These buttons are located on the top right of the detail view, right above the live chat icon.
The Previous / Next buttons will display Cards within the same column in a board.
Internal Live Chat and @mentions
Drag has an internal chat box on the right side of the card view for chat within the context of a card. Click on the chat button on the top right of the screen to expand or collapse the chat box. Whatever setting you choose (expand/collapse) will be saved and become default for any card you open within Drag.
You can also @mention your team members inside the chat, notifying them instantly about the conversation on the card. Learn more about @mentions here.
Every team member invited to collaborate on the board will be able to see the conversations in the comments box.
Updated on: 27/01/2023
Actualizado em: 08/05/2023
Obrigado!