Create and Manage Cards on Mobile

Any member of an Eko workspace can create and edit a new card in their workspace at any time. To create, use, and sort between your cards on your mobile phone, simply follow these steps below.

From the Recents Tab

1. Tap the + icon.
2. Choose Card to create a card.

From the Card tab

1. Tap the + icon.

From a Chat

1. Tap the card icon. It should look like a checkmark on a stack of papers. 

Note: Creating a card from a group chat does not automatically share it with other users within the group.

You have now successfully created a new Card!

Using Cards

• After creating a card, create a title by filling in the first line of the card.
• Share the card with colleagues by first tapping the ‘people’ icon in the top right-hand corner.
  • Select users you wish to share the card with by finding their name in the directory, then tapping it.
  • Tap Done when finished.

• Tap the ‘calendar’ icon to add a due date.
• To create a discussion within the card, tap the speech bubble icon and type your message.
• Tap the ‘clock’ icon to view the history log.
• If you want to add even more detail, the ‘three-dotted’ icon allows you to access even more options. Here, you can:
  • Add a priority level
  • Add the card to your favorites
  • Close out a card
  • Delete a card

• In the bottom panel, tap the ‘chart’ icon to link this card to a new or existing card.
• Tap the check mark to add a checklist.
• Add an image by clicking the ‘picture’ icon.
• Tap the ‘paperclip’ icon to add a file.
• Tap the ‘#’ icon to add a hashtag.
• To tag a user directly, tap the ‘@’ icon.

Sorting and Filtering Cards

1. Under the Card tab, tap the ‘arrows’ to select how you would like to sort your existing Cards. You can sort by:
   • Last Updated
   • Due Date

2. Tap the funnel icon to filter your cards. You can filter them by:
   • All
   • Favorites
   • Created by Me (you)
   • Shared with Me (you)
   • Active
   • Closed

3. Search for a specific Card by tapping the magnifying glass icon and typing the title of the Card.

Great! Now you know how to navigate and use the Cards area.