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.

Pricing starting from:

$6.00/month

  • Free Trial
  • Subscription
View Pricing Plans

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.

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, China, Germany and 3 others, Japan, Mexico, United States

    Supported Languages

    English

    Pricing starting from:

    $6.00/month

    • Free Trial
    • Subscription
    View Pricing Plans

    Images

    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.
    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.
    View the progress and due dates of tasks and processes from the process list
    Access Metatask from mobile devices for on-the-go workflow management
    The Metatask template gallery provides a directory of common processes
    Create tasks to be assigned to specific users with set due dates
    Get valuable statistics for all processes, review form data and monitor your team performance for given period of time with our advanced reports.
    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 screenshot: Metatask screenshot: Metatask screenshot: 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 screenshot: 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 screenshot: View the progress and due dates of tasks and processes from the process list Metatask screenshot: Access Metatask from mobile devices for on-the-go workflow management Metatask screenshot: Metatask screenshot: The Metatask template gallery provides a directory of common processes Metatask screenshot: Metatask screenshot: Metatask screenshot: Metatask screenshot: Metatask screenshot: Metatask screenshot: Metatask screenshot: Create tasks to be assigned to specific users with set due dates Metatask screenshot: Get valuable statistics for all processes, review form data and monitor your team performance for given period of time with our advanced reports. Metatask screenshot: 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.

    Features

    Total features of Metatask: 84

    • @mentions
    • API
    • Access Controls/Permissions
    • Agile Methodologies
    • Alerts/Notifications
    • Applications Management
    • Approval Process Control
    • Assignment Management
    • Audit Trail
    • Autofill
    • Budget Management
    • Business Process Automation
    • Business Process Control
    • Calendar Management
    • Chat/Messaging
    • Collaboration Tools
    • Commenting / Notes
    • Communication Management
    • Compliance Management
    • Compliance Tracking
    • Conditional Logic
    • Configurable Workflow
    • Create Subtasks
    • Custom Development
    • Customizable Branding
    • Customizable Dashboard
    • Customizable Fields
    • Customizable Forms
    • Customizable Reports
    • Customizable Templates
    • Data Import/Export
    • Deadline Management
    • Document Management Software
    • Drag & Drop
    • Employee Onboarding
    • File Sharing Software
    • File Storage
    • Forms Creation & Design
    • Forms Management
    • Mobile Access
    • Monitoring
    • No-Code
    • Order Processing
    • Parent Task
    • Percent-Complete Tracking
    • Process Change Tracking
    • Process Control
    • Process Modeling & Designing
    • Process/Workflow Automation
    • Progress Tracking
    • Project Management Software
    • Project Planning/Scheduling
    • Quotes/Estimates
    • Real Time Analytics
    • Real Time Data
    • Real Time Notifications
    • Real Time Reporting
    • Real-time Updates
    • Recurring Tasks
    • Reporting & Statistics
    • Reporting/Analytics
    • Reporting/Project Tracking
    • Resource Management Software
    • Role-Based Permissions
    • Rules-Based Workflow
    • Search/Filter
    • Service Level Agreement (SLA) Management
    • Status Tracking
    • Task Board View
    • Task Editing/Updating
    • Task Management Software
    • Task Progress Tracking
    • Task Scheduling
    • Template Management
    • Templates
    • Third Party Integrations
    • Time & Expense Tracking
    • To-Do List
    • User Management
    • Version Control
    • Visual Workflow Management
    • Web Forms
    • Workflow Configuration
    • Workflow Management Software

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    Reviews

    Overall rating

    4.8 /5
    (25)
    Value for Money
    4.8/5
    Features
    4.4/5
    Ease of Use
    4.7/5
    Customer Support Software
    5/5

    Already have Metatask?

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

    Write a Review!
    Showing 5 reviews of 25
    Kunal T.
    Overall rating
    • Industry: Internet
    • Company size: 1,001-5,000 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

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

    One of the best task management tools I've used personally.

    Reviewed on 08/11/2017

    Pros

    The minimalism of the UI makes it so much nicer to look at. Ease of access and use is also pretty awesome.

    Cons

    By default, it sends way too many notifications via email. Easily fixed in settings though, so not a huge problem.

    Response from Metatask

    Thanks a lot for your feedback!
    We are very happy that you liked our product. In regards to email notifications - we going to adjust our default settings to send less of these to new users.
    Thanks for a suggestion.

    Seray Ö.
    Overall rating
    • Industry: Real Estate
    • Company size: 1,001-5,000 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Customizable templates are great starting point

    Reviewed on 02/01/2021

    Metatask is quite comprehensive project management platform with its highly customizable project...

    Metatask is quite comprehensive project management platform with its highly customizable project management templates which we could configurate according to our own project management requirements.

    Pros

    Metatask has great project management starting templates that accelerated the process of creating our own project managmement platform according to our own internal project management requirements. Metatask's tecnical support team is highly interactive during the setup process and they actively play role in customization process.

    Cons

    That would be extremely beneficial if there were mobile apps for ios and Android devices with real time push notifications so that for any progress of their choise the users could receive push notifications from their mobile devices.

    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 Software
    • Likelihood to recommend 5.0 /10

    To simple

    Reviewed on 10/11/2017

    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.

    Michael P.
    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 Software
    • Likelihood to recommend 10.0 /10

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

    Reviewed on 23/01/2020

    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.

    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: 51-200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Using Metatask for about a year to manage all our admin processes.

    Reviewed on 28/11/2017

    I can take my iPhone and quickly check the status of all things going on, at a glance. This gives...

    I can take my iPhone and quickly check the status of all things going on, at a glance. This gives me a great peace of mind. Employees now have a good understanding what and when needs to be done, they see every step and who is responsible. We are saving tons of time without syncing-up in emails as before.

    Pros

    I was looking for a way to systematize our HR and IT-related processes like onboarding people, terminations, leave requests, clients setup etc. Metatask has light and clean user interface and it was easy to setup all my workflows; inside the app they look like a list of steps that needs to be done.
    Setting due dates: I like the flexibility to use business or calendar days and to have customized holidays schedule.
    Available tasks inbox: I like to assign tasks to departments instead of specific employees, we have more than one person who can handle HR and IT related tasks and this was very handy.
    Chat tool: I like that comments when added appear instantly, like in Slack or Skype, we use it for a quick chat about tasks.
    Zapier: using it to send emails from a process and save documents to G-drive.
    Forms: I like how forms are used to collect and transfer data from task to task.

    Cons

    After a year of using we feel a need for more advanced features: conditions to exclude or include some tasks, some way to have request/approval workflows.
    Definitely, needs at least some reports and export to CSV or Excel.

    Response from Metatask

    Thanks for a great feedback!
    A lot had changed since 2017 - all features you've mentioned in "Cons" are already available to all our users! Even on our basic plan you can use advanced features like Reports, Conditions, Nested tasks and many more!

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

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

    We do not have any information about Metatask features

    Metatask has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

    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 Software, 24/7 (Live rep), Chat

    Related categories

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