e-flow Learning Guides

Learning Pack 1: Getting Started, Navigation and Search

• LP1: Switching Between Organisations to access the reports
• LP1: Accessing e-flow
• LP1: Changing your password
• LP1: Single Sign-On (SSO)
• LP1: Editing your Account Details
• LP1: Absence Manager
• See all 12 articles

Learning Pack 2: Completing Work

• LP2: Online Approval Tool - User Preferences- Proofscope
• LP2: Online Approval Tool - Nebula Sidebar - Proofscope
• Walmart How2Recycle® - Only Artwork Project – e-flow Supplier Guide: Managing and Completing Tasks
• 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
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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
• See all 13 articles

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
• See all 14 articles

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
• See all 8 articles

Learning Pack 6: Activity Template Admins

• LP6: Adding an Email Event to a Task
• LP6: Approval Classifications and How to Add Them

Learning Pack 7: Organisation Administration

• LP7: What is an Organisation? (Domain)
• LP7: Organisation Connections
• LP7: Managing Incoming Connection Requests
• LP7: Create A Connection to an External Organisation
• LP7: Edit Your Organisation Account Settings
• LP7: Create a Role

Learning Pack 8: Content Hub

• LP8: Content Hub and Adding Content - Master & Variations
• LG8: Understanding Master Content Rule & Variations

e-flow Glossary

• Glossary