Eklo Help: guides for church staff
Step-by-step guides to Chat, Tasks, Forms, approvals and Ask Eklo for church staff and volunteers.
Last updated
Eklo is one workspace where your church's staff and volunteers talk, keep track of work, and handle requests. These guides cover what's in the private beta today.
Start here
- Getting started: set up your church's workspace.
- Signing in: emailed codes, links and passkeys.
- People, roles & invitations: invite your team and choose what each person can do.
Using Eklo
- Chat: channels, team channels and direct messages.
- Tasks & projects: projects, tasks, stages and the board.
- Task templates: reuse a task and its subtasks.
- Forms: request forms, public forms and submissions.
- Workflows & approvals: approve requests and ask the submitter for more information.
- Teams: team pages and team channels.
- Notifications: the bell, emails while you're away, and the email digest.
- Ask Eklo: the AI assistant, and how to turn AI off.
For owners and admins
- Workspace settings: name, campuses, custom fields and AI.
- Data export & deletion: take a copy of your data, delete an account or a workspace.
- Single sign-on: sign in through Okta, Microsoft Entra ID or Google Workspace.
Need a hand?
If you're stuck or something doesn't work the way these guides say, click Help at the bottom of the left rail in Eklo (on a phone, tap More in the bar along the bottom, then Help & support), then Contact support. Describe what happened and click Submit ticket. We read every message. When we reply, you get a notification, and the ticket and our replies are under Your tickets in Help.