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.