Getting Started
Installing Gmelius
Add users from different domains
How to install Gmelius
How To Install Gmelius across a Google Workspace domain
Is Gmelius available on mobile?
First Steps
Switching to Gmelius
Using Gmelius
Boards
How to create a board
How to add and use task cards
How to add an email to a board
Manage your boards
How to delete a board
Shared Inbox
How to create a shared inbox
How to convert a Google Group into a shared inbox
Manage emails in your shared inbox
Manage users of a shared inbox
How to send emails and reply from a shared email address
How to stop sharing an email conversation
How to rename or delete your shared inbox
How to create and use tags
How to setup an email alias
How to change the workflow of a shared inbox and view shared conversations in the inbox
How to use keyboard Shortcuts
How to prevent email conversations from being shared
Understanding shared inboxes
How to use a shared conversation links
Users are not receiving emails in the shared inbox
Pin the "Assigned to me" in your inbox
Shared Labels
How to create and use Gmail shared labels
How to edit your shared labels
Understanding the difference between a shared inbox and a shared label
Email Delegation
Notes & Mentions
Team Reports
Workflow Intelligence
Workflow Rules & SLAs
Understanding Gmelius Rules
How to create a rule
How to set-up an autoresponder
How to create alerts for shared inboxes (SLA)
How to assign emails in a round robin
Meetings
How to create a meeting
How to schedule meetings from your inbox
How to share and edit meetings
How to connect your Zoom account to Gmelius Meetings
Sequences
How to create a sequence
How to add contacts to a sequence
How to remove a contact from a sequence
How to share a sequence
How to edit an active sequence
How to pause a sequence during the weekend
How to unthread emails in a sequence
Campaigns
How to create and edit campaigns
How many emails can I send each day with campaigns?
Understanding the difference between a single-stage and a multi-stage campaign?
How to add an unsubscribe link to a campaign
How to stop a multi-stage campaign?
How to export my Google contacts to a CSV file
Understanding the analytics of your campaign
How to set up a campaign with SMTP
Email Templates
How to create and use email templates
How to create and use email snippets
Manage your email templates
How to add attachments to a template
Email Tools
Email Tracking
How to track an email
How to know if my emails have been read
How to enable per-recipient tracking
I get an open notification when checking my sent emails
Email tracking is not working
Possible reasons behind a large number of opens on my tracked emails
Email Scheduling
Reminders
CRM Integration (Bcc rules)
Troubleshooting
General FAQs
What happens at the end of my trial?
What are the limits on the free version of Gmelius?
How to contact support
Do you have a public roadmap?
Is Gmelius available in another language?
Is Gmelius available for Microsoft Outlook?
Gmelius SLAs and System Requirements
Common Troubleshooting
Gmelius is not visible in Gmail
How to clear my local storage
Activation window keeps popping up
My signature is not updated on my templates
How to fix the Err_Connection_Reset error
Troubleshooting a Shared Inbox
How to know if my issue is related to a conflict or not?
Gmail is slow
Legal & Policies
Account Management
Admin
How to add and manage users
Roles and permissions
How to transfer your Gmelius subscription
How to cancel your subscription
How to uninstall Gmelius
How to permanently delete your Gmelius account
Difference between my legacy plan and the current ones
Feature Deprecation Process & Policies
Billing
Understanding your invoice
How to update my billing details
Refund Policy
Accepted forms of payment
Do you offer any discounts or coupons?
How to upgrade to a paid plan
User Settings
Integrations
In this page
- All Categories
- Using Gmelius
- Boards
- How to add and use task cards
How to add and use task cards
Updated
by Gmelius
Tasks represent actionable steps or to-do’s, ideas and reference items in your boards. There are two main ways to create tasks: 1. Simple task cards 2. Email task cards
Add tasks
Add a simple task card
To add simple task cards (not associated with an email conversation) to your columns:
- Click on the "+" icon next to the column name.
- Type in your task
- Click on
ADD

Turn an email into a task

Use the Add to Board
icon located on the top navigation bar inside an email conversation and select the board and the column you want your email to be placed.
Drag and drop
You can drag and drop tasks to reorganize your work or move it through stages.

In the example above, we are moving a task from the Unassigned to Carol's column via a simple drag and drop.The action assigns the task to Carol.
Manage your tasks
Here's a list of all the range of actions and options you have available on your task cards.

1) Add due dates
From the card
- Click on the card you would like to set a due date for and click on "Set due date"
- Select the date
- Select a Due Time if needed, and click on Done

From the email view
- Click on an email that is already in a board
- Select the date
- Select a Due Time if needed, and click on Done

2) Move cards between boards
- Click on the task card you would like to move and select
ADD TO SHARED LABEL
- Choose the board label into which you would like to duplicate your email task card.

3) Add Subtasks
Use subtasks to break up the work of a task into smaller parts. Subtasks are embedded within a parent task.

You can edit and delete your subtasks directly.
4) Reply to emails from inside your boards

5) More quick options
- Mark as closed: and mark it as completed ✔️ for the team
- Set a due date 📆
- Priority 🔥: to apply a priority to the task as per the Kanban methodology
- Move to: to move it to another column
- 🔗 Copy card link: for reference when conversing with another user in your board

6) Conversation widget and shared notes
As you would do from inside an email you have insider your email task card, your conversation widget to process your email. The actions will be reflected in your board.
- Shared Notes in your boards
You can use shared notes inside your cards and mention a colleague for real-time collaboration without leaving your board.

Assign tasks
a. drag and drop
For boards with an assignment automation enabled, e.g., board view of your shared inbox.

b. Card quick drop- down
Click the icon located on the top left corner to assign a conversation (the option is not available in compact view).

c. assign from inside the card
- via the top drop-down assignment button
- Via the conversation widget

Close and delete tasks
a. close tasks
When a task is completed you can mark it as closed. The task will be moved to the closed column. You can drag and drop to close, move to close or close the task card via the conversation widget.
b. delete tasks
You can only delete tasks that have been closed as follows. Right click on the task card, and choose to delete the card.
