Metatask

Metatask

Workflow & business process organization and control

4.8/5 (20 reviews)

Metatask Overview

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
$5.00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, Japan, Latin America, Mexico

Supported Languages

English

Metatask Reviews

Overall rating
4.8/5
95% positive reviews
17
Excellent
2
Very good
0
Average
1
Poor
0
Terrible
Verified Reviewer

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

Used Daily for 1+ year
Reviewed on 11/28/2017
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Nicola Z.

Vary useful and easy to use

Used Daily for 1-5 months
Reviewed on 5/21/2019
Review Source: Capterra

Pros

Easy to use, fast setup, great integration with external software, document integration

Cons

No mobile application and push notification (I know it is possible to use Slack, but push notification is better)

Zapier integration is incredible to make action on other software, but it is limited the option with Metatask. For example could be good to search task and automatically complete the task when something happen in other software

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jurgen L.

Metatask on the rise!

Used Daily for 1-5 months
Reviewed on 2/21/2017
Review Source: Capterra

Metatask is by far one of the most promising process creation tools I've come across. It's obvious that this product is still being developed, so don't expect a lot of whistles and bells and be aware that some features are currently missing. But a lot of them are on the 2017 roadmap.
What I like most so far is the very clean and easy to use interface, the fact that a lot of options for creating templates and forms are already available and very intuitive, the fact that Metatask is becoming popular on Zapier, which will only help increase the possibilities of the tool and last but not least: the great support you get.
Of course, it's obvious that for some things, you have to find your own workaround, until the product is finished, but for me, it makes it more challenging and more fun because it stimulates your creativity.
Metatask is definitely worth trying and a tool to keep an eye on in 2017.

Pros

Very intuitive.
Clean interface.
Good logic.
Great support.

Cons

No clear view of upcoming features.
Not much information about the company or people behind it.
No beginner to advanced tutorial.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Peter K.

Exactly what I needed to manage an SEO business

Used Daily for 1-5 months
Reviewed on 3/15/2018
Review Source: Capterra

Pros

I have tried every project management tool, Asana, Flow, Trello, Jira and they just were either too simple or too complicated for a SEO/digital marketing business. Recurring tasks/templates makes up such a big part of the business and it's great to have Metatask take care of it all. Business Processes are documented but also converted to task lists which is what i was looking for. Still on the trial but for only a month, this is a steal.

Cons

I would really love to see subtasks be implemented in templates. Trying to be detailed in my templates means I just end up with either a lot of 'main' tasks or I just have to put all that information in the task description

Response from Metatask

Peter, thank you for a great feedback! Sub-tasks are coming soon - stay tuned!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Pablo D.

We have transformed our internal workflows thanks to Metatask & their team

Used Daily for 1-5 months
Reviewed on 8/25/2017
Review Source: Capterra

We have streamlined our workflows regarding our sales & purchasing department. We have significantly reduced miscommunication & increased our response time for our sales team and our clients.

Pros

One of the most intuitive services I've ever used, administered and deployed. Metatask really shines for administrators with its ready to deploy templates and their configuration. Managing workflows has never been easier.
It also shines due to the fact that there's a very low learning curve for users so deployment in a medium to large organization is trouble-free

Cons

Metatask is a very new and promising service so there's some details on that front. That being said the roadmap for new features seems to cover many of these limitations.
Please integrate a reporting feature!

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Metatask Pricing

Starting from
$5.00/month
Pricing options
Free Trial
Subscription
Value for money

$5/member/month with unlimited processes, templates and a custom domain.

Metatask Features

  • API
  • Audit Trail
  • Automatic Notifications
  • Compliance Management
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

  • Activity Dashboard
  • Activity Tracking
  • Auditing
  • Document Storage
  • Inventory Management
  • Inventory Tracking
  • Invoice Management

Additional information for Metatask

Key features of Metatask

  • Assignment management
  • Business process control
  • Chat
  • Collaboration
  • Collaboration tools
  • Commenting
  • Configurable workflow
  • Customizable templates
  • Deadlines
  • Forms management
  • Process management
  • Process mapping
  • Process modeling & design
  • Progress tracking
  • Task management
  • Task tracking
  • Template management
  • To-Do list
  • Workflow management
  • Zapier,MS Flow integration

Benefits

  • 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.

  • Metatask FAQs

    Below are some frequently asked questions for Metatask.

    Q. What type of pricing plans does Metatask offer?

    Metatask offers the following pricing plans:

    Starting from: $5.00/month

    Pricing model: Subscription

    Free Trial: Available

    $5/member/month with unlimited processes, templates and a custom domain.

    Q. What are the main features of Metatask?

    Metatask offers the following features:

    • Assignment management
    • Business process control
    • Chat
    • Collaboration
    • Collaboration tools
    • Commenting
    • Configurable workflow
    • Customizable templates
    • Deadlines
    • Forms management
    • Process management
    • Process mapping
    • Process modeling & design
    • Progress tracking
    • Task management
    • Task tracking
    • Template management
    • To-Do list
    • Workflow management
    • Zapier,MS Flow integration

    Q. Who are the typical users of Metatask?

    Metatask has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does Metatask support?

    Metatask supports the following languages:

    English

    Q. What type of pricing plans does Metatask offer?

    Metatask has the following pricing plans:

    Subscription

    Q. Does Metatask support mobile devices?

    We do not have any information about what devices Metatask supports

    Q. What other apps does Metatask integrate with?

    Metatask integrates with the following applications:

    Google Drive, Maintenance Care, Retently, Slack, Zapier

    Q. What level of support does Metatask offer?

    Metatask offers the following support options:

    Knowledge Base, Online Support, Video Tutorials