Learn how to use Drag with your team. Understand key collaboration features
in Drag and how to make the most of them.
- Card assignment (1:51 min)
- Chat and @mentions (1:05 min)
- Send email as shared inbox (2:23 min)
- Shared drafts (1:03 min)
- Roles & permissions (2:37 min)
Card assignment
Learn how to assign cards to team members and know who is working on what.
How to assign cards
Users can assign Drag cards in Gmail using Drag. This way, everyone knows who is dealing with what in a workflow.
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Creating automation rules
Put repetitive tasks such as assigning cards on auto-pilot by creating auto-assignment rules.
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Using board views
Save and quickly access cards that meet a certain set of predefined conditions, such as “assigned to me”.
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Internal chat and @mentions
Add context to conversations with an internal chat per card. @mention team members to get their attention.
How to @mention someone
With Drag you can have an internal chat with your team around a specific email or task
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How to use shared drafts
Learn how to share email drafts in Gmail with Drag, for collaboration or internal approvals.
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How to reply as shared inbox
Learn how to configure your account to send emails on behalf of a shared inbox or another team member.
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Roles and permissions
Learn how to map roles to each user, implying the actions that they are allowed to perform in Drag. Use default roles or create custom ones with your own combination of permissions.
Roles and permissions
Users can be assigned roles which imply the actions that they are allowed to perform in Drag.
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How to use custom roles
Create custom roles in Drag with your own combination of permissions, and map those to team members.
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Using Drag with a VA
This article covers how to delegate emails and tasks to virtual assistants using Drag.
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