Automate Project File Management with Asana and Egnyte

Keep tasks and documents in sync automatically so your team spends less time hunting files and more time delivering work.

Files Attached Instantly

Neotask attaches matching Egnyte documents to new Asana tasks without any manual effort.

Reviews Triggered on Milestone

Document review workflows launch automatically when an Asana task reaches an approval stage.

Folders Built Automatically

Egnyte folder structures update in step with Asana project and task activity.

What You Can Automate

Auto-Attach Project Documents

When a new Asana task is created, Neotask finds the relevant Egnyte file by keyword and attaches it immediately.

Lock Files at Review Stage

Moving a task to Review automatically locks the Egnyte document and notifies the assigned approver.

Create Folders for New Projects

A new Asana project instantly generates a matching Egnyte folder with the correct team permissions applied.

Update File Metadata on Change

Egnyte file metadata updates automatically whenever a linked Asana task changes status or due date.

Archive Files on Task Completion

Completing an Asana task triggers automatic archiving of the associated Egnyte document to the right folder.

How It Works

Step 1

Connect your Asana workspace and Egnyte account, then tell Neotask which projects and folders to link and what naming patterns to use for matching.

Step 2

Neotask monitors task creation and status changes in Asana, then automatically finds, attaches, locks, or archives matching Egnyte files.

Step 3

Your team opens tasks and finds documents already attached, folders already created, and review notifications already sent.

Capabilities

Capability Asana Egnyte
Task and Project Management Create, update, and track tasks and projects -
File Search and Retrieval - Search files by name, keyword, or metadata
Document Analysis - Analyze and extract content from documents
Status Tracking Monitor task statuses and milestones -
Folder and Content Organization - Manage folder structures and file metadata
Timeline Management Track deadlines and project timelines -

Asana + Egnyte: Project File Management on Autopilot

When project tasks live in Asana and files live in Egnyte, teams lose time every day bridging the gap manually. A task gets created but the brief is buried three folders deep. A design reaches the Review column but nobody locks the file or pings the approver. A project wraps up and old files sit ungrouped across shared drives.

Neotask connects Asana and Egnyte so those handoffs happen without anyone having to remember them.

Attach the Right File Every Time

When a task is created in Asana, Neotask searches Egnyte by project name, client, or keyword and attaches the matching document directly to the task. No folder browsing, no copy-pasting links - the context is already there when the assignee opens the task.

Milestone Actions That Actually Execute

When a task reaches a Review or Approval stage in Asana, Neotask locks the associated Egnyte file, updates its metadata, and sends a notification to the designated reviewer. The workflow that exists in your process documentation now runs reliably on every task.

Folder Structures That Keep Pace

New Asana projects create matching Egnyte folders with preset permissions. Completed projects trigger file archiving. Your Egnyte structure reflects your Asana board without anyone maintaining it as a separate job.

Who Uses This Integration

This integration serves any team that runs projects in Asana and stores deliverables in Egnyte - agencies, operations teams, creative departments, and product teams managing client or internal work. The automation adapts to your naming conventions and folder logic, not the other way around.

Try Asking Neotask

Pro Tips

Tip

Use consistent naming conventions in both Asana and Egnyte so Neotask can reliably match tasks to files without ambiguity.

Tip

Set up a dedicated Egnyte archive folder per year so completed project files are easy to locate and audit later.

Tip

Trigger Neotask on Asana custom field changes, not just status, for more granular document workflow control.

Frequently Asked Questions

Does Neotask need full admin access to Egnyte?

No. Neotask only needs read and write access to the specific folders you configure for the integration - admin access is not required.

Can I match Egnyte files to Asana tasks using custom fields?

Yes. You can configure Neotask to use any Asana field - such as client name or project code - as the search key for finding the right Egnyte files.

What happens if no matching Egnyte file is found?

Neotask can be configured to create a placeholder folder, notify a designated team member, or log the miss for review depending on your preference.

Does this work with Egnyte's permission model?

Yes. Neotask respects existing Egnyte permissions and can apply folder-level permission templates when creating new project folders.

Can I run this for multiple Asana workspaces?

Yes. You can configure separate rules for each Asana workspace and map them to different Egnyte root folders.

Ready to Connect Asana and Egnyte?

Stop switching between your project board and your file platform. Let Neotask keep your tasks and documents in sync automatically.

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Plans

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$200/mo

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