Metatask

Metatask

Workflow & business process organization and control

4.8/5 (24 reviews)

Metatask Overview

What is 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.

Metatask Overview

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

Devices
Business size
S M L
Markets
Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, Japan, Latin America, Mexico
Supported Languages
English

Screenshots

Metatask screenshot:
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 Reviews

Metatask Reviews

Overall rating
4.8
/
5 24 reviews
Excellent
20

Very good
3

Average
0

Poor
1

Terrible
0

Value for Money
4.8
Features
4.3
Ease of Use
4.7
Customer Support
5
96% recommended this app
Nathan C.

Great User Experience


Michael P.

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

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.


Verified Reviewer

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

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.


Kenneth F.

Impressed by Customer Service

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.


Verified Reviewer

To simple

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.


Nathan C.
Industry: Airlines/Aviation
Company size: 201-500 Employees

Great User Experience

Used Daily for Free Trial
Reviewed on 4/22/2019
Review Source: Capterra

Pros

- Does almost everything it needs to do, and nothing that it doesn't
- Forms are satisfying and workflows are easy to build

Cons

- Would be nice to have a "read only" group
- Would be nice to add new fields on a template that default to something other than editable.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Michael P.
Industry: Construction
Company size: 13-50 Employees

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

Used Daily for 1-5 months
Reviewed on 1/23/2020
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Company size: 51-200 Employees

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.

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Kenneth F.
Industry: Real Estate
Company size: 2-10 Employees

Impressed by Customer Service

Used Daily for 1-5 months
Reviewed on 11/14/2019
Review Source: Capterra

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")

Response from Metatask

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Verified Reviewer
Company size: 13-50 Employees

To simple

Used Daily for 1-5 months
Reviewed on 11/10/2017
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 5.0/10

User recommendation
9.4/10
Based on 24 user ratings
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Metatask Pricing

Metatask Pricing

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

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

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

Value for Money
4.8/5
Based on 24 user ratings
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Metatask Features

Metatask Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.3/5
Based on 24 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for Metatask

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

    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