EveryTask

Document workflow integrations

Bring the document in without losing its next step.

EveryTask integrations connect the places documents start with the client projects where they are reviewed, revised, signed and retained.

Connect an integration only when a workspace user chooses to use it.

Why connect an integration

Storage is where a file lives. A workflow is where it moves.

Documents often begin in a shared drive, but the work around them needs a different home. A proposal may need feedback, a contract may need review, and a final version may need a signature request and a reliable history. Importing the document into the right project removes the download-and-reupload detour and gives the file a useful next step.

EveryTask will keep integrations intentionally focused: a connection should make a real document workflow easier, rather than adding another place to search for the current file.

Available now

Google Drive for project-based document work.

01

Import from Google Drive

Choose a PDF from Google Drive while you are already inside the correct EveryTask project.

02

Keep the context

The imported PDF can continue into review, versions or signing with the surrounding client record.

03

Explore the integration

See how the Google Drive integration works, including what happens after the document is imported.

Google Drive integration

Google Drive is a trademark of Google LLC. Use of this trademark is subject to Google’s brand guidance.