ELO Desktop Client Plus

This chapter is aimed at ELO Desktop Client Plus users. ELO Desktop Client Plus users require an appropriate license.

This enhanced version contains all functions of the ELO Desktop Client. In addition to the default and lean views, a full-screen mode is also available.

ELO Desktop Client Plus also includes the Tasks work area. The Tasks work area contains an overview of your workflows and reminders. The functions of the Tasks group on the toolbar are used for editing workflows and reminders. You can edit and manage existing workflows in this area.

Full screen

You can open full-screen mode by selecting the button at the right of the header.

Full-screen mode also provides a preview area for folders and documents integrated into ELO. Otherwise, the work areas in the ELO Desktop Client Plus do not differ from those in the standard client.

The home screen connects the tile navigation with the My ELO work area.

List of tasks

In this list, you will find tasks that are assigned to you or a group you belong to. In addition to workflows, reminders and monitoring tasks are shown here. The icons on the right indicate the priority, type of document, and whether the workflow has been escalated.

The following types of tasks are available; you can distinguish them by their icon:

Workflows	Workflow icon
Reminders	Calendar icon
Monitoring entries	Camera icon

The tasks are sorted according to their priority: A (high), B (medium), and C (low). Overdue tasks are denoted with a red icon with a white exclamation mark. New entries are shown with a green dot.

Under Configuration > Display > Task list display options > Maximum number of days in the future you specify how many days in advance tasks should be shown in the task list.

If you need more information on the individual entries, switch to the table view (table icon).

For a better overview, you can sort the tasks according to your requirements. Right-click the table header to do so.

Select an entry to view its contents in the viewer pane.

If the workflows contain forms, open them by selecting the Form button. There, you can process and forward the workflow.

Tasks disappear from the tasks area in the following ways:

• Workflows: Actively: You forward the workflow using the form (Form tab) or the function (Task group > Forward workflow), delegate it, or hand it off. Passively: A group workflow is accepted by another member of the group.
• Reminders and monitoring: You delete the entry (Organize > Delete).