Egnyte Task Manager

Easily assign and track action items for more effective document collaboration

In the past, requesting input on a file would involve a series of emails, text messages, and phone calls to get it done. Now, with Egnyte Task Manager, you simply assign a task to the appropriate person and we take care of the rest.

Create a Task with Ease

As the head of global sales, Alice is finalizing the financial analysis for the quarterly business review in 2 days. She urgently needs the latest sales figures from John in the finance team. With just a few click using Egnyte Task Manager, she assigns an action item with a due date to John and he is automatically notified with the details.

1While previewing the file, Alice clicks to add a new task to a file.

2She enters a task description and assigns it to John with a due date

A system notification and email are sent to the assignee

3A system notification and email are sent to the assignee

Receive a Task

Busy working at his desk, John receives an alert from Egnyte with the details of the task that Alice assigned to him. With this information, John is able to prioritize his focus and address the most pressing issues first.

John receives an email alert from the system and clicks the link

1John receives an email alert from the system and clicks the link

He reviews the document from the task manager

2He reviews the document

John comments on the task

3John comments on the task

John marks the task as complete

4John marks the task as complete

Track tasks assigned to you

Later in the day, after John finished the request from Alice, he wanted to see if he had any outstanding action items that needed his attention. Here is how John is able to use Egnyte Task Manager to view, edit, and resolve his tasks with just a few clicks.

Open the Egnyte Task Manager and select the My Tasks shortcut

1John opens the Egnyte Web UI and selects the “My Tasks” shortcut

Click the “Assigned to me” tab to select a task

2From there, he clicks the “Assigned to me” tab and selects a task.

Review the document, add comments, and complete the task

3John reviews the document, comments on it, and then completes the task.

A system notification and email is sent to the owner

4A system notification and email are sent to the owner

Track the status of a task you assigned

Earlier in the week, Alice had also assigned a task to Katrina in marketing to provide an overview of the latest European launch, but hadn’t seen an update yet. Concerned that it may have fallen through the cracks, Alice used Egnyte Task Manager to check the status, and to contact Katrina from within the web UI to request that she complete the task.

Select the my tasks from the shortcut

1Select the “My Tasks” shortcut

Click the assigned by me tab from the task manager

2Click the “Assigned by me” tab

Select the task you want to comment on from the task list

3Select the task you want to comment on

Post a comment on the file and the system notifies the user

4Alice posts a comment on the file and the system notifies Katrina

Get Started
  • Egnyte Connect Desktop App
  • Introducing Egnyte Connect Desktop App

    Unlimited content, always at your fingertips