If you were selected as the editor in a workflow, the workflow appears in your Tasks work area.

You can receive workflows as a user, as a group member, or as a substitute.

You can show workflows based on different criteria. On the ribbon, click Task > x active. Here, select whether you want to view group tasks, substitution tasks, or escalations.

You will recognize a workflow based on the workflow icon.

A new workflow is marked with a green dot and bolded font.

When you receive a workflow, you have the following options:

• Pass workflow forward function
• Accept workflow function
• Return workflow function
• Delegate workflow function

'Pass workflow forward' function

After you have completed your task, forward the workflow to the next editor.

Steps

1. Select the workflow that you would like to pass forward.

2. In the favorites bar, click Tasks > Pass workflow forward.

If you have received a workflow and this button is inactive, this is for one of the following reasons:

• 1. You received the workflow as part of a group. In this case, you have to accept it first by clicking Accept workflow.
• 2. The workflow contains a form. You will see the form in the viewer pane. In this case, forward the workflow by clicking the button on the form.

'Accept workflow' function

If you have received a workflow as part of a group, you have to accept it before you can process and forward it. This prevents the workflow from being processed by multiple users at once.

Steps

1. Select the workflow that you want to accept.

2. On the toolbar, click Tasks > Accept workflow.

Once the workflow is accepted, it is removed from the Tasks work area of the other group members. Use the Return workflow function to undo accepting the workflow.

'Return workflow' function

You can return a workflow you received as a group member and accepted with the Accept workflow function.

Steps

1. Select the workflow you want to return.

2. On the toolbar, click Tasks > Return workflow.

The workflow now appears in the Tasks work area of all group members the workflow was sent to.

'Delegate workflow' function

You can delegate your workflow step to other users or groups.

Steps

1. Select the workflow that you want to delegate.

2. On the ribbon, click Task > Delegate workflow.

As recipient, you can select one user or group, or multiple users or groups.

Delegate to following user/group: From the drop-down menu, select which user or group you want to delegate the workflow to.

Notify after processing the node: If this box is checked, the workflow is assigned back to you after the delegated user has processed the workflow node.