e-flow Learning Guides
Browse our rich library of training material and quick start guides.
e-flow Glossary
Learning Pack 1: Getting Started, Navigation and Search
- LP1: Accessing e-flow
- LP1: Changing your password
- LP1: Single Sign-On (SSO)
- LP1: Editing your Account Details
- LP1: Absence Manager
- LP1: Switching Between Organisations (Domains)
Learning Pack 2: Completing Work
- LP2: Task Types and Configuring an Activity Template
- LP2: Viewing Activity Summary (Key Metrics, Tasks, Linked Activity, Fields, Assets, Products, Briefs and Commercials)
- LP2: Basic Tasks and Viewing Comments/Notes
- LP2: Completing Form Tasks
- LP2: Categories and Dropdowns
- LP2: What are Sequences
Learning Pack 3: Activity Management
- LP3: What is an Activity & How to Create an Activity
- LP3: My Activities
- LP3: Manage Activity (Cancel / Pause / Resume)
- LP3: RACI Assignments
- LP3: Sending a Basic Task
- LP3: Bypassing a Stage
Learning Pack 4: Assets & Libraries
- LP4: Assets and Asset Libraries
- LP4: Create an Asset Library
- LP4: Upload an Asset to an Asset Library
- LP4: Upload a Revised Asset via the Asset Details Page
- LP4: Share an Asset Externally
- LP4: Moving Assets to a Different Library
Learning Pack 5: User Administration
- LP5: Role Security Levels
- LP5: Password Expiry
- LP5: Create Users in e-flow
- LP5: Assign a Role to a User
- LP5: Deactivate a User
- LP5: Understanding and Working With User Roles