Bring your team’s workspace into Gmail so that everything you need is at your fingertips.
Easily assign emails and tasks so every to-do has a responsible. Chat with your team within the context of a card to get things done faster. Need to ping a team mate for help? Just @mention them to get their attention.
Collaborate on email drafts to build better and faster responses. Know when someone else is already working on a reply with collision detection to avoid duplicated responses.
Your team can use shared boards and shared inboxes like they were their own – using them for anything from a simple Help Desk and CRM to a Marketing board.
Get work done faster by assigning emails and tasks to the best-placed team members. You can see, at a glance, who’s working on what.
@mention your team to start a real-time chat with someone to solve a Help Desk ticket faster, or to close a deal with more value. You can chat, internally, on any shared emails or tasks.
Work together on replies. Collaborate using shared drafts. Write a reply and have your colleague check it before sending.
Let your team focus on what they do best – with the help of simple, intuitive workflows.
Automate repetitive tasks, like moving emails from board to board, build automated ways to manage your workflow, and send automated email follow-ups.
Gather insights into what’s happening with your team to improve communication and company performance.
Know when your emails are viewed. Turn the most common responses into email templates for more consistency and speed of replies across your team.
Quickly select templates to send, instead of having to write them from scratch over and over again. Access them fast, from inside Gmail.
Know who’s viewing, clicking, and replying to your emails. Think WhatsApp’s ‘double-tick’ technology.
Easily automate repeatable workflows. Automatically send emails to boards, assign emails and create tasks for your team.
Add fields to what your company needs. Custom fields have all of the different field types that you may need to organize your cards.
Shorten the time to meaningful work.
Turn your workflows into a visual powerhouse: choose between kanban or list views, customize lists, color-code, sort, and filter.
Have all the context you need around a workflow from one place – email, tasks, contacts, notes, files (and your team!).
Get a full history of all actions on boards, understand team usage, and get smart actionable data.
Drag turns Gmail into a Kanban layout (we call them boards). It’s a proven way to be more organized. You know how to use Gmail, so no training needed.
Not everything comes as an email, sometimes there’s a separate task. You can add tasks directly to your inbox.
Most emails come with things to get done. Separate these out and add them as actionable tasks.
Is there a deadline – something you need to get done by a date? Keep things on track by adding a due date.
Get a full history of all actions on a board (and on a specific card). Learn what and when you need to deal with an email or task.
Sort & filter
Sort and filter boards so that you can focus on the things that matter most. By person, statuses, colors, labels, you pick how to filter boards.
Drag to boards
Drag works across boards. Received an email directly to you? Drag it to a team board so your entire team can help solve faster.
Share files with your team – upload all sorts of files to cards to close things faster.