How can I share a board?Articles on: 🤝 Collaboration
It's very simple to invite new users or remove users from boards. Follow these steps:
Click on the board you want to share.
Click on the Share Board with team button or on the team members avatars on the top right of the board.
Type the email of the user you want to invite under the invAlguns leitores
How do I use Google Groups integration in Drag boards?How to set up Google Groups BoardsCan I send / reply to emails from a Google Group email address?Can I create automation rules in my GooArticles on: 🤝 Collaboration
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 oAlguns leitores
How to reply to emails from a shared email address such as support@?From an Empty or Shared Inbox BoardFrom a Google Groups BoardHow to setup a default email sender?How do signatures work whArticles on: 🤝 Collaboration
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@.
Click below to learn how to use this feature:
From an Empty or Shared Inbox Board.
From a Google Groups Board.
How to setup a default email sender (1-how-to-setup-a-default-eAlguns leitores
Can I compose a new email from a shared board?How to start a new conversation from a Drag boardHow to reply to existing conversations as a Shared Inbox email addressArticles on: 🤝 Collaboration
Yes! You can start a new conversation from any board, and send new emails as a Shared Inbox email address. This article explains how.
Please note 'Composing as Shared Inbox' is included in our Plus and Pro Plans.
Note to be able to compose new messages a Shared Inbox (or as another team member), you need to first grant permissions to 'reply as' that specific email address (/enPoucos leitores
How do I @mention someone on a card?Articles on: 🤝 Collaboration
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 card View. You can only @mention team members that are on that specific board.
The recipient(s) of anPoucos leitores
How to add a Shared Inbox boardArticles on: 🤝 Collaboration
You can either create a new Shared Inbox board from scratch or "Add Incoming Emails" from a Shared Inbox into an existing board (so that all emails sent to that Shared Inbox load on that board in real time).
Note this article is only for teams that want to share a real email address with login and password. If you are using a Google Group, check this article instead (https://help.dragapp.com/en/article/how-do-i-use-gPoucos leitores
How to use Gmail Delegation in Drag?Delegating your entire inbox:Delegating selected emails:Articles on: 🤝 Collaboration
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:
To delegate your own inbox:
Open your inbox and turn the Drag view on.
Share your personal board with your assistant or team members. They will have immediate access to your inPoucos leitores
Using Gmail Shared tags with DragHow do I manage shared tags on boards?How do I add new shared tags?How do I edit or delete tags?How do I apply tags or remove them from specific cards?Can I Articles on: 🤝 Collaboration
Drag allows teams to tag emails and tasks to make it easier to categorize pieces of workflows.
For example, for Customer Support teams, labels may be support level, criticality, type of ticket (bug report / help / feature request), etc. For sales teams, they may represent size of opportunity, timezone, probability, etc. It's really up to you and your team to define the best way to categorize your cards.
We undersPoucos leitores
How do I know when someone assigned or @mentioned me on a card?Articles on: 🤝 Collaboration
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 the mentioned team members' email address and will look like this:
When someone assigns you to a card:
When someone @mentions you on a card:
How do I assign an email in Gmail with Drag?How to assign team members to cards?How to unassign cards?Articles on: 🤝 Collaboration
Users can assign Drag cards (emails or tasks) in Gmail using Drag. 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.
You can only assign cards to team members that have access to that board. If you want to assign an email to a team member, make sure that member is invited to the respective boPoucos leitores