Metatask

What is Metatask?

A simple tool for complex workflows

Helps your team perform the same tasks consistently.

1.Define model

Define any process as a simple list of tasks instead of a complicated flowchart or BPMN diagram.

2. Start the Process

Make internal processes available to the entire company. Metatask reduces chaos, endless email threads and paperwork.

3. Control Process

Get a clear view of all active processes. Track who's working on each task. See what's on target and what's late. Review all data, files, and documents in one place.

Characteristics

Process Templates

The templates are easy to use and are available to everyone. The internal processes directory makes it easy to start new processes for the entire team.

Approval workflows

Use approval tasks to quickly automate any approval process, such as vacation requests or travel requests.

Evaluations

Review documents, images, quotes, proposals, or anything else. Request changes before giving final approval. Repeat as many times as necessary.

Dynamic task assignment

Assign tasks to people based on their role in a process (such as a Process Starter), department membership, or form selection. You can even allow process participants to select a specific user in a form to assign them some tasks later in a process.

Data forms

Create a data form to collect any process-related data, files, or documents. Create a flow of information between people who work with a process.

User selection form field

Select people from a drop-down menu instead of manually entering names and emails. Define manager for a new project, assign mentor to a new employee or author for a new blog post. You can even limit the selection to a specific group, such as HR for a hiring manager selection.

Form fields for any data type

Create better forms with the rich set of configurable form fields: file uploads, money supported for multiple currencies, numbers, text, dates, multiple selection and single selection fields, and more.

Process dashboard

Easily view all your tasks from all processes in one place. My tasks dashboard is updated in real time and organized by a task expiration date.

Dynamic deadlines

Support SLAs by setting deadlines in days, weeks, or months from the completion of a previous task, the start of a process, or even the deadline for a process. Use the business calendar to automatically count non-business days and holidays.

Business calendar

Set up nonweek days, local holidays, and weekdays to ensure your SLAs are always tracked correctly based on weekdays.

Task inbox

Easily view all your tasks from all processes in one place. Your inbox is updated in real time and organized by due date of a related task or process.

Task view

The task view has all the information you need to work on a task in one place. It contains detailed instructions on what needs to be done. The data form contains all the information, documents, and files needed for the job. And real-time chat keeps all discussions related to tasks exactly where you work on them.

Private and delegated tasks

Create quick tasks for yourself or delegate work to other users and track your progress. Manage your ALL personal list without leaving Metatask.

Table sections

Use the sections of the table within the form to create invoices, POs, expense reports, time sheets, and any other process where you need to collect information in a form similar to a table.

Multi-currency support

Allow users to enter cash amounts in the relevant currency using the money field in multiple currencies Create expense reports, invoices, and other documents with multiple currencies. You can even configure currencies that support a single form field.

The required fields

Mark some form fields as necessary to ensure that all necessary information is provided by the parent before marking the task as complete.

File upload fields

Upload receipts, images, document scans, and any other files to form using the file upload fields. You can even configure it to allow you to upload multiple files at once.

Communication

Discuss tasks exactly where the work is happening, with everyone involved in a specific process. Leave comments on tasks, chat in real time, attach files, images and documents, mention your co-workers to invite for discussion.

Activity log

All activities are logged so you can always see who did what and when. The activity log is available for each task and process.

Conditions

Create optional tasks and define alternate flows with conditions. You can easily add tasks, require additional approvals based on values, and handle other process variations based on the form data.

Nested tasks

Better simplify and organize your processes by grouping related tasks. You can even add conditions and configure nested tasks for sequential or parallel execution to create some advanced workflows, such as parallel or unique branches.

Reporting

Get valuable statistics for all processes, analyze form data, and monitor your team's performance for a certain period of time with our advanced reports.

Simple process editor

The simple editor allows you to quickly define any repeatable process - from simple content publishing checklists to complex operational processes and multi-step approvals.

Integrations

Strike

Monitor Metatask processes without leaving Slack.

Zapier

Connect Metatask with over 1000 apps using Zapier.

Google

Sign in to Metatask with just one click using Google login.

API Metatask

Create custom integrations

Grow your business with confidence.

Metatask can handle thousands of business processes simultaneously, guiding all employees step by step so that nothing is forgotten or lost in email threads.

Increase customer satisfaction.

Your customers want predictable first-class service, and that's what Metatask is all about - predictable steps will lead to predictable results.

Take control of your sensitive data.

When the process involves multiple people from different departments, it is important that the right information is available only to the right people.

Always know the status of everything.

The process dashboard is designed to clearly show the progress of each process, so there is no longer need for "Can you give me an update on...?" type of emails.

System Requirements

Supported operating systems

Mac OS X 10.5 x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks) and Mac OS X 10.10 (Yosemite)

Hardware requirements

Memory - 1 GB of RAM and more

Free disk space - 50 MB

System type - 32-bit and 64-bit OS

- iOS, iPad