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
- Manage your boards
Manage your boards
Updated
by Gmelius
Manage Columns
Move, rename, delete, and add columns as your work progresses.
Create Columns
Click "Add Column" , name your board and click on the arrow to save.

Move a column
Drag and drop a column to a position of your choice.

Sort columns by volume of cards
The option is located on your board options set - accessed via the more (three vertical dots) list located at the top right corner of your board.

Delete a column
Click on the more option (three vertical dots) at the top right corner of the column and choose the option "Delete Column".

Closed Column
The closed column cannot be deleted. This is where all your completed tasks are routed and gives you a completion and productive metric at a glance.
Adding automation in columns
When working on a blank or GTD board, you can increase efficiency by adding some automation into your columns.
Add auto-assignments to your columns
You can choose to assign automatically cards moved to a column to anyone with whom the board is shared. For example, your warehouse manager gets assigned the conversations related to parcels shipped.
Here's how:
- Click on the three vertical dots on top of the column you want to edit and then on Edit Automation.

- Select the option "will be automatically assigned to"
- Choose a user from the drop-down and don't forget to click on save.

Auto-apply a pending status to a column
- Click on the three vertical dots on top of the column you want to edit and then on Edit Automation.

- Select the option "will be automatically updated with the status Pending" and save.

Board Options
Click on the top right corner to access the settings and options of your board.

The options include
- Create a new board
- Mark as favorite
- Save this board as a template
- Enable: Compact view
- Sort columns by volume of cards
Board Settings
The creator of the board has an extra set of options to customize the appearance and performance of their board.
Settings Tab
- Sync a calendar

- Appearance: Choose to split your board with a pending status
- Advanced Settings: Choose to archive emails added to your board
Sharing Tab
- Sharing: add and remove collaborators from your board
Notifications Tab: choose the notifications your wish to trigger for actions in your board

Pro Tips ⚡︎
- Sort columns based on the volume of cards (tasks)
- Use shortcuts to manage your tasks faster

- Use the internal board search to find the right card
- Hover over a task card to see tags and emails notes

- Sort your cards by due dates and priority levels in each column

Share your boards
While creating a new board you can add your team directly. However, you can also add them after the creation of the board.
Here's how:
- Next to your board name click on the blue Share icon

- Type in the name of a user you want to share that board with
- Click on + ADD USER
- Optional: syncing your Gmelius board with Trello will create a board on Trello that you will be able to share not only with people in and outside of your organization. See more info here
- Click on DONE

⚠️ Legacy Users: Migration to the new boards
If you are the owner of a board and it appears with a lock, it means that your board is still locked in the old version and it's time to switch!
Click on the board and it will unlock it and update your existing board to the new version!
All the cards and columns will remain unchanged.
