Switching to Gmelius
Create a shared inbox
Convert a Google Group into a shared inbox
Manage emails in your shared inbox
Manage users of a shared inbox
Send emails and automatically reply from a shared email address
Remove emails from your shared inbox
Rename or delete your shared inbox
Create and use tags
How to: Setup a G Suite email alias
How to: Change the workflow of a shared inbox and view shared conversations in the inbox
How to: Prevent sharing conversations from a particular email address
Create and work with Gmail shared labels
Managing your shared labels
What is the difference between a shared inbox and a shared label?
Notes & Mentions
Create a new meeting
How To: Schedule meetings from your inbox
How To: Share and edit meetings
How To: Connect your Zoom account to Gmelius Meetings
Create a sequence
Enroll contacts in a sequence
Unenroll a contact from a sequence
Share a sequence
Edit an active sequence
Pause a sequence during the weekend
Unthread emails in a sequence
Workflow Rules & SLAs
Create and edit campaigns
How many emails can I send each day with campaigns?
What is the difference between a single-stage and a multi-stage campaign?
Add an unsubscribe link to a campaign
CRM Integration (Bcc rules)
How to track an email
How to know if my emails have been read
How to enable per-recipient tracking
Why do I get an open notification when checking my sent emails?
Email tracking is not working
What are the possible reasons behind a large number of opens on my tracked emails?
Test email tracking
What is the difference between snooze and follow-up?
How to customize snooze and follow-up behavior?
Snooze and Conversation View mode OFF
Shared conversation links
FAQs & Troubleshooting
What happens at the end of my trial?
How to contact support
How to use Gmelius shortcuts
Do you have an affiliate program?
Do you have a public roadmap?
Is Gmelius available in another language?
Is Gmelius available for Microsoft Outlook?
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?
Legal & Policies
Add and manage users
Roles and permissions
Groups and sub-teams
Transfer your Gmelius subscription
How to cancel your subscription
How to uninstall Gmelius
Permanently delete your Gmelius account
What is the difference between my legacy plan and the current ones?
Prevent forwarded emails from being shared
Understanding your invoice
How To: Update my billing details
How to: Get an invoice with my company details
Accepted forms of payment
Do you offer any discounts or coupons?
Table of Contents
Updated by Gmelius
Helpful to know
Where are my boards located?
You can locate your boards on your left Gmail pane, right below your Gmail native Drafts folder.
- Click on the "New Board" button.
- Name your board
- Choose a Board layout
From here, you’ll see a screen that gives you options for starting your own blank board and features recommended and saved templates based on function and team type.
If you’d like to create your own board from scratch, simply click the “Blank Board” option. More on your board layout types below 👇
- Add any collaborators and your board is ready to be used!
Types of Boards
When creating your new board, you'll realize you have 4 different template options to choose from.
1) The blank board
This board is exactly what it sounds like, completely blank. It's good for anyone that wants to build a board specifically to their liking or if it's your first time using the boards' feature, it's a good testing ground.
Here's how a blank board looks like:
2) The inbox board
With Gmelius you can transform your inbox into a board, organize and manage your email communication as you would do with any project. When created it will have an "inbox" column where all incoming conversations are route and then can be processed in stages of completion, i.e., "in progress", "pending" and "closed". Just like the blank board this too can be customized to your preference.
Here is an example of an inbox board:
3) The get-things-done (GTD) board
This is another pre-made board. Rather than it being split into the separate board users, it splits the columns into stages of completion, i.e., inbox, "to-do", "in progress" and so on. Just like the previous board types all of the columns are of course customisable and can be automated. See image below for an example of this board:
4) Saved templates
If you already have a board that you've put a lot of time and effort into customizing and you'd like to duplicate it, this is the option for you.
You'll first need a template though, so head over to the board you want to duplicate and save the board as a template. Now you can create an all-new board with the same customization as the previous one.
See image below on how to save a board as a template: