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.

Escalations: If you check this option, escalated tasks for which you have been entered as a user to be notified are shown. Using the Show workflow function, you can see what step resulted in the escalation.

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:

• Show workflow function
• Pass workflow forward function
• Accept workflow function
• Return workflow function
• Delegate workflow function
• Hand off workflow function
• Postpone workflow function
• Forward workflow via form

'Show workflow' function

You can view details for the selected workflow.

Steps

1. Select the workflow you want to view.

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

If you click the blue square in the minimized view of the workflow and move it, keeping the mouse button pressed down, you can change the section shown in the large view.

Click a workflow node in the workflow diagram to get more information on the node settings.

'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. On the ribbon, click Task > 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 ribbon, click Task > 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 ribbon, click Task > 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. If you select multiple users or groups, they will receive the workflow in the order in which they appear in the list. To change the order of recipients, click a recipient and change their position using the up and down arrows.

Show members: If you selected and clicked group, you can view the group's members.

Notify after processing the node: You will receive a notification after the workflow is processed. This gives you the option to check the processing status before you pass the workflow forward to the next recipient.

In the workflow overview under Show workflow, you will still be shown as the editor of your step. The users you have delegated the workflow to represent an additional step.

'Hand off workflow' function

You can hand off your workflow step to another user or group. Unlike the Delegate workflow function, you hand off your processing step entirely and are no longer notified regarding the progress of the workflow.

Steps

1. Select the workflow that you want to hand off.

2. On the ribbon, click Task > Hand off workflow.

In the workflow overview under Show workflow, you are no longer shown as the editor of your step. You will be replaced by the user you have handed off the workflow to.

'Postpone workflow' function

You can postpone the workflow to process it at a later time.

Steps

1. Select the workflow that you want to postpone.

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

This function enables you to hide the workflow in the Tasks work area until a specific date. Once the date has been reached, the workflow appears in the list again.

Outlook

You can show postponements or delete them.

Steps: Viewing postponements

To view postponements, you need an appropriate Tasks view.

Available in: Tasks work area

1. On the ribbon, click View > Create view.

2. Check the Show postponed workflows box.

3. Make additional settings if needed.

A new tile is created on your My ELO home screen. This tile takes you to your postponed workflows in the Tasks work area.

Steps: Canceling postponements

To cancel a postponement, you need a tasks view that shows your postponed workflows.

1. Click the tile that takes you to your postponed workflows.

2. Select the workflow you want to cancel the postponement for.

3. On the ribbon, click Task > Edit > Cancel postponement.

The postponement is canceled. The workflow is once again shown in the Tasks work area.

Forward workflow via form

If you receive a workflow you have to forward via a form, the Pass workflow forward button is not active.

Steps

To forward this workflow after editing the form, click the corresponding button within the form.