Operational Efficiency
From tasks to forms to cards – learn how Eko works.
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Calendar
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Task
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Introduction to Tasks
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Anatomy of a Task
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4 Ways to Create a Task
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Create a Task from the 'Tasks' Tab
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Create a Task from the ‘Recents’ Tab
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Create a Task in a Chat Group
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Send a Message as a Task
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How can I see the details of a task I had completed previously?
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What happens if I don’t complete a task within the set due date?
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Introduction to Tasks
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Forms
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Introduction to Forms
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Anatomy of a Form
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Send a Form from the ‘Forms’ Tab
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Send a Form from the ‘Recents’ Tab
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Send a Form in a Chat Group
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Overview of the Forms Creator
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Create a New Form from a Template
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Create a New Form from Scratch
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Who can create new, custom Forms?
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Why can certain forms not be sent in a chat group?
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What are the types of e-forms available in Forms?
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Why can I not see the Approver for a certain form that’s in-progress?
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Introduction to Forms
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Workflows
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Introduction to Workflows
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Glossary of Workflow Terms
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Submit a Workflow from the ‘Workflows’ Tab
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Send a Workflow from the Recent tab
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Schedule a Workflow
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Workflow ‘Home View’ and Custom Views
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Run an Advanced Search
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Overview of the Workflows Builder
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Create Workflows from a template
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Create custom Workflows
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Duplicate a Workflow Template
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Publish/Unpublish Workflow Template
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Delete a Workflow Template
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Why I can not see the rest of my workflow’s stages?
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What types of workflows are available in the Workflows section?
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Why can I not see the current Approver?
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Who can create custom workflows?
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What is the difference between Forms and Workflows?
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When should I use Forms or Workflows?
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Introduction to Workflows
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Card
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Portal
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