How to rename a board
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Any board member can rename a board. This action will be logged and visible to all other board members in the activity log.
The steps to do it are the same:
Go to the board to be renamed.
Click on the board title, on the top bar.
Type the new board title.
Hit enter of click outside the input field.
Pro Tip: Add emojis (https://emojipePoucos leitoresTypes of notifications
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Drag has 3 different types of notifications.
Email notifications: Email notifications that arrive directly into users' inboxes.
Board notifications: Visual changes on board titles to notify users on board updates.
Activity log: List of historical activities that have been performed in a certain board, across all team members.
There are 3 types of email notifications.
If you cannot findPoucos leitoresHow do I sort (reorder) cards in a column?How do I sort cards?How does Drag differentiate email cards and task cards when sorting?
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You can define the order in which you see your cards within a column with Drag.
There are 2 ways of doing it:
1. Drag cards for custom sorting
Simply drag emails up and down to change the order of the cards the way you want.
2. Sort button for structured sorting
For a more structured sorting, you can use our sort button that allows you to sort cards by:
None (manual)
NewPoucos leitoresHow do I create a new board?If you add an empty boardIf you add a Shared InboxIf you add a Google Groups board
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It's very easy to create a new Drag board.
On you Gmail sidebar menu, find "Drag Boards" and click on the '+' icon next to it
Choose the type of board you want to create. If selecting Shared Inbox or Google Groups board, type the email address associated with the Shared Inbox or Google Group.Poucos leitoresHow do I create a new card?
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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 "+" button on the top right of a column inside a board.
Type the card name.
Hit enter (or just click outside input field).
(httpsPoucos leitoresHow do I filter a board?How does the filter work?How do I filter a board?How do I remove a filter?Recent filters
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You can quickly narrow down to the most relevant cards in your Drag boards in a few clicks with our filter feature.
You can filter Drag boards across up to 10 dimensions:
From
Email senders (in case of email cards).
To
Email recipients (in case of email cards).Poucos leitoresHow do I rename, resize, reorder or delete Drag columns?Rename columnsResize columnsReorder columnsDelete columns
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You can customize Drag columns in a way that makes sense for you and your team workflows.
Click on the column title to be changed.
Type the new column title.
Hit enter or click outside the input box.
Column titles must have a minimum of 2 and maximum of 25 characters.Poucos leitoresHow does the activity log work?1. Board activity log2. Card activity log
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The activity log, as the name suggests, log all activity done by any team member on a specific board. You can access the activity log in 2 different ways:
Notifications in the activity log will appear on the bell icon on the top right of each board:
The activity log is located on the right side ofPoucos leitoresHow do I use permalinks (card URL links)?
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Sometimes, you may want to refer to certain Drag boards or cards in different places. For example to help a team member in a ticket by sending a link to a similar conversation you had in the past with another customer.
Every board and card in Drag have unique IDs and URLs to help you track and access information easily. Drag allows you to use card URL links to share information inside our outside Drag, quicker.
PermalinkPoucos leitoresCan I drag and drop emails into Drag boards?
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Totally! You can drag and drop emails and task cards across a number of boards or folders:
From Drag boards to Drag boards
From Drag boards to Gmail Folders
From Gmail to Drag boards
You can select up to 50 emails to move at the same time from normal Gmail list to a Drag board. Just select the emails you want to move and drag them into the desired Drag board.
Updated on: 25/01/2023Poucos leitoresHow does the "select all" option per column work?
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In Drag, you can select all cards in a column or list by using the option "Select all" in the 3-dot button on the top right of each column or list. This article explain how this works.
Like Gmail, Drag selects all cards that are on display when you use the 'select all' option. For example, if you select allPoucos leitoresHow do I view boards in kanban view or list view?
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You can chose to view any of your boards in kanban view or list view (the Kanban view is the default in Drag).
The status of kanban view or list view is defined by board and will remain saved until this status in changed.
To choose if you want a board to be defined in kanban view or list view:
Click inside the board to be configured.
Click on the dropdown button next to the board title (top left).Poucos leitoresWhy can't I drag the first column?
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The first column on Drag boards 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 youPoucos leitoresWhat is the difference between filtering and sorting?
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Here is the difference between filtering a board and searching for cards on boards:
Filtering will show emails or task cards on their original boards and lists. It is more relevant when you want to get a specific view of a specific board. For example, you may want to filter a board by only cards assigned to you. This wPoucos leitoresHow do I turn the Drag view on/off my inbox?
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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 turn the Drag view on or off your inbox, justPoucos leitoresHow can I rename a card?From board viewFrom Card view
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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.
There are 2 ways to do rename cards:
Click on the card title. An inline editing box will open.
Type the new desired title and hit enter or simply leave the input field. The new title will sPoucos leitoresHow do I search for a card?
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Drag gives you the ability to search for cards on a specific board or across all boards.
To use it:
Click on the search icon on the top right:
A search bar is going to load. Type in the search box a term that you wish to search and hit 'enter'. Use the Search all boards and Include archivePoucos leitoresCan I reorder boards?
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Yes you can 😄! Just drag and drop boards to the order desired.
Updated on: 25/01/2023Poucos leitoresHow do I move cards into or across Drag boards?
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There are 4 ways to move cards across Drag boards:
Note a card can only be in 1 Drag board at a time.
Note that, for security reasons, you are not allowed to move emails to a board of which the original email recipient is not part. Read more about this restriction here.
1. Drag and drop cards into boardsPoucos leitores
