In May 2021, Egnyte will be replacing the Tasks capability with the newer Review and Approval Workflows. Existing tasks will be converted to workflows and will not be lost.
The following table compares the similarities and differences between the two features:
| Capability | Tasks | Workflows |
| Assignees | Single Assignee | Up to 10 assignees per step |
| Types of Tasks | To do | To do, Review, Approval |
| Multiple Sequential Steps | No | Yes, up to 10 sequential steps (depending on your plan) |
| Commenting | No |
Yes, separate comment threads for each workflow step (coming soon) |
| View Assigned Tasks | Yes | Yes, with filters based on status and assignor |
| View Created Tasks/Workflows | Yes | Yes, with filters based on status and assignee |
| Email Notifications | Yes | Yes |
| Due Date | Optional, no time limit | Required, must be within 90 days |
| Task Names | Yes |
Yes |
| Task Descriptions | No |
Yes |
| Cancel or Delete Tasks/Workflows | Yes, tasks can be deleted | Yes, workflows can be canceled |
| Users Can Decline Tasks | Yes | No |
| Edit Existing Tasks/Workflows | Yes |
No |
| Audit Task/Workflow Actions | No |
Yes (depending on your plan) |
| Public API Support | Yes |
No |
| 21 CFR Part 11 Digital Signature | No |
Yes (depending on your plan) |
| 21 CFR Part 11 Document Retention | No |
Yes (depending on your plan) |
| 21 CFR Part 11 User Retention | No |
Yes (depending on your plan) |
Frequently Asked Questions
What happens to my existing tasks?
Existing tasks will be converted to workflows. Tasks will be converted to workflows with a single "to do" step and a single assignee.
What happens to my tasks that don't have a due date?
Tasks without a due date will be converted to workflows with the maximum allowed due date, 90 days.
What happens to my tasks that have a due date that is more than 90 days in the future?
Tasks with a due that is more than 90 days in the future will be converted to workflows with the maximum allowed due date, 90 days.
What happens to my tasks that were overdue but not complete?
In progress tasks with a due date in the past will be migrated with a due date set to the date of the task migration.
Can I choose to keep using tasks instead of switching to workflow?
Egnyte will be dropping support for tasks soon, so you cannot choose to stay on tasks indeterminately. If you need time to prepare for the transition to workflow, please contact your Customer Success Manager or the Egnyte Support team.