Metatask

4.8 (25)
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Workflow & business process organization and control

About Metatask

Metatask is a business workflow and process organization solution ideal for teams conducting recurring internal processes such as approvals, on-boarding, and reviews. With features including workflow templates, internal process sharing, control process management, task management, custom forms, chat functionality, and zapier integration, Metatask provides the tools to help businesses create and organize their internal processes, for consistency across the brand.

In order to help businesses and teams perform the same tasks consistently, Metatask provides the tools to create and define templates for business processes which can be assigned to specific teams and shared across the entire company. Users can start processes for common tasks such as onboarding, vacation requests, and more, and can see the progress of all ongoing or completed processes being carried out by other team members. Overdue tasks or processes can be identified by color coded progress bars and red alerts outlining imminent or past due dates.

Tasks can be delegated to the relevant team members when a process is created, and due dates can be set automatically based on pre-set parameters and trigger rules. Users can comment on tasks using the chat tool so that all conversation, files, and updates are attached to that particular chat. With the form functionality, users can extract important data from chat comments, emails, and attachments, and control who, when, and how users provide process information.


Key benefits of Metatask

  • Zapier integration allows users to connect with over 500 other applications including CRMs, scheduling tools, email applications, Google Drive, and more.

  • Discuss processes, attach relating documents, update team members in real time, and more using Metatask’s instant chat feature which keeps all conversation relating to tasks in one place.

  • Create process templates for a variety of processes including onboarding, purchase orders, conducting reviews, requesting vacations, marketing campaigns, expense approval, and more.

  • Create to-do lists for each process using task management tools. Once a process is created, tasks are automatically created and assigned to the relevant team members with pre-assigned due dates.

  • Processes can be configured to suit business needs with features including ordered tasks which generate due dates for tasks based on the time that the previous task was completed. Users can also configure notifications to be sent when specific actions occur.

  • Images

    Metatask Software - 1
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    Metatask Software - Task assignee has all information needed to work on a task in a single place. It has detailed instruction on what needs to be done. Data form has all required information. Real-time chat keeps all discussions related to tasks right where you work on them.
    Metatask Software - Easily view all your tasks in one place. You Inbox is updated in a real-time and organised by a tasks' due date or a related process.
    Metatask Software - View the progress and due dates of tasks and processes from the process list
    Metatask Software - Access Metatask from mobile devices for on-the-go workflow management
    Metatask Software - 7
    Metatask Software - The Metatask template gallery provides a directory of common processes
    Metatask Software - 9
    Metatask Software - 10
    Metatask Software - 11
    Metatask Software - 12
    Metatask Software - 13
    Metatask Software - 14
    Metatask Software - Create tasks to be assigned to specific users with set due dates
    Metatask Software - Get valuable statistics for all processes, review form data and monitor your team performance for given period of time with our advanced reports.
    Metatask Software - Use table sections inside form to create invoices, POs, expenses reports, time-sheets and any other process where you need to collect information in a table-like form.
    View 18 more
    Metatask video
    Metatask Software - 1
    Metatask Software - 2
    Metatask Software - Task assignee has all information needed to work on a task in a single place. It has detailed instruction on what needs to be done. Data form has all required information. Real-time chat keeps all discussions related to tasks right where you work on them.
    Metatask Software - Easily view all your tasks in one place. You Inbox is updated in a real-time and organised by a tasks' due date or a related process.
    Metatask Software - View the progress and due dates of tasks and processes from the process list
    Metatask Software - Access Metatask from mobile devices for on-the-go workflow management
    Metatask Software - 7
    Metatask Software - The Metatask template gallery provides a directory of common processes
    Metatask Software - 9
    Metatask Software - 10
    Metatask Software - 11
    Metatask Software - 12
    Metatask Software - 13
    Metatask Software - 14
    Metatask Software - Create tasks to be assigned to specific users with set due dates
    Metatask Software - Get valuable statistics for all processes, review form data and monitor your team performance for given period of time with our advanced reports.
    Metatask Software - Use table sections inside form to create invoices, POs, expenses reports, time-sheets and any other process where you need to collect information in a table-like form.

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    Reviews

    Overall rating

    4.8 /5
    (25)
    Value for Money
    4.8/5
    Features
    4.3/5
    Ease of Use
    4.7/5
    Customer Support
    5/5

    Already have Metatask?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 25
    Sofia
    Sofia
    Overall rating
    • Industry: Computer Software
    • Company size: 201–500 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Simple BPM tool with great support

    Reviewed on 2018/12/10

    Metatask has been a win for the 20% of the operational/process-related work our cross-functional...

    Metatask has been a win for the 20% of the operational/process-related work our cross-functional team addresses. Communication, operational efficiency, and transparency has improved since we started using Metatask.

    Pros

    Metatask improves our operation efficiency by making sure that no-one is assigned a task unless the needed information is shared, and that task assignees is notified once there's something for them to do.

    Cons

    UX could be better in some particular scenarios (i.e., finding functionality), but this is mitigated by the fact that the Support and Product team are readily available on the chat bot.

    Response from Metatask

    Thank you for taking time and writing review!
    We have plans to improve search and few improvements are already available in a latest version.

    Michael
    Overall rating
    • Industry: Construction
    • Company size: 11–50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    If you need to get employees to consistently follow ANY process, check out Metatask

    Reviewed on 2020/01/23

    The support level is almost super human. They respond with answers and solutions very quickly and...

    The support level is almost super human. They respond with answers and solutions very quickly and are always open to customer feedback and feature requests.

    We mainly use the software to make sure that our Operations people follow a consistent process. It also allows them to suggest improvements and then see exactly where their suggestion goes and they can feedback at the end of the review process. It connects them with the business more closely and they feel they are being listened to. We have only deployed this about 45 days ago, but I can only see us adding more and more processes. We don't include our sales staff in Metatask at the moment, but we take on the added expense because of how well it works and how much time it saves and how many mistakes it prevents.
    This may not be an exact fit for your needs, but it is easily worth the time to go through a trial and figure that out. For us it was near perfect.
    Highly recommended; one of the best improvements we've made to workflow in 13 years of being in business.

    Pros

    Very straightforward to set up "Templates" for processes. Very easy to set up users and groups (allowing processes to be quickly updated when staff changes). Actually creating processes takes some time, but mainly because of how much automation can be built into the system. The pricing is very straightforward and very fair for the features provided.

    Cons

    The website interface is great and very well executed, however, I wish there was a mobile app, just so that I could set up notifications on the tablets we have distributed to our manufacturing staff.
    There is not currently the ability to display some fields while hiding others based on a previous answer within the same task step, but I believe this is a feature that is being worked, and it is pretty easy to get around.

    Alternatives Considered

    Process Street, Zoho Desk, Slack and Kissflow

    Reasons for Switching to Metatask

    Feature set versus price was a large factor in deciding to go with Metatask, as was the level of support I received during my free trial. The level of support has not changed as I transitioned into a paying customer.

    Response from Metatask

    Thanks for a great feedback! Conditional form fields are already planned among some other great features for this year!

    Verified Reviewer
    Overall rating
    • Company size: 11–50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    To simple

    Reviewed on 2017/11/10

    This is neutral for me. I think it is good option for non complicated tasks in teams. It is very...

    This is neutral for me. I think it is good option for non complicated tasks in teams. It is very bad for tasks which containes very complicated tascs conneced with many files.

    Pros

    Nice, clear and brigt look. Very useful group chat in one task. Very useful option is also that this is connected with date and hour of modification.

    Cons

    Lack of possibility to add files connected with task to share them with others - it would be very useful.

    Response from Metatask

    Hello there! Sorry to hear you were not able to configure your process to share files the way you wanted. Metatask have multiple options for collecting and sharing files and documents between process or task participants (file attachments in task comments, file attachments in data form). We would be happy to help you configuring your workflow the right way for sharing files - please just contact us in support chat within Metatask app.

    Kenneth
    Overall rating
    • Industry: Real Estate
    • Company size: 2–10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Impressed by Customer Service

    Reviewed on 2019/11/14

    Consistency is directly tied to efficiency and Metatask helps me provide the same information to...

    Consistency is directly tied to efficiency and Metatask helps me provide the same information to my team every time so they can set up clients successfully every time. When I run into obstacles or have a question, customer service has been awesome in getting answers. They even made me a video to visually explain an answer. That alone made this purchase a great value.

    Pros

    Workflow Automation made simple and pretty easy to understand
    Really nice fit for small and micro-business organizations
    Process dashboard allows user to stay on top of several processes at once
    Assigning tasks to people based on role in the process saves a lot of time and prevents confusion about "who does what"
    Using conditions and form data creates almost unlimited applications for this service
    Combined with Zapier, this is almost a "must have" package for small business
    Customer Service and Support is Excellent!

    Cons

    Markup and formatting options leaves a bit to be desired
    Terminology and how its used is a bit of a learning curve
    No app for mobile device
    No option to print checklist (or "process")

    Alternatives Considered

    Process Street, Manifestly, Kissflow and Tallyfy

    Reasons for Switching to Metatask

    Services provided for monetary consideration made Metatask the best value in my research.

    Response from Metatask

    Kenneth, Thanks for a great feedback! Printing of processes is something we plan to improve going forward.

    Mike
    Overall rating
    • Industry: Information Technology & Services
    • Company size: 11–50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Excellent tool for managing workflows

    Reviewed on 2021/08/03

    Does what it sets out to do very well, and is very reasonably priced.

    Does what it sets out to do very well, and is very reasonably priced.

    Pros

    Sharp focus on a simple, visual, intuitive way to manage workflows / business processes. It's very easy to get started and the tool is easy to use and understand. Like the Office 365 option for authentication and the integration with Slack for notifications. The ability to group steps, implement approvals, configure conditional steps, set up user roles is all very useful and straightforward to implement.

    Cons

    No way to link multiple processes together

    Showing 5 reviews of 25 Read all reviews

    Metatask FAQs

    Below are some frequently asked questions for Metatask.

    Metatask offers the following pricing plans:

    • Starting from: US$6.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    $6/member/month with unlimited processes, templates and a custom domain.

    Metatask has the following typical customers:

    Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    Metatask supports the following languages:

    English

    Metatask supports the following devices:

    Metatask integrates with the following applications:

    Google Drive, Slack, Zapier

    Metatask offers the following support options:

    Email/Help Desk, Knowledge Base, 24/7 (Live rep), Chat

    Related categories

    See all software categories found for Metatask.