Metatask Features

Metatask

Workflow & business process organization and control

4.77/5 (26 reviews)

Competitor Feature Comparison

@mentions
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Agile Methodologies
Alerts/Notifications
Analytics/ROI Tracking
Application Management
Approval Process Control
Approval Workflow
Assignment Management
Audit Trail
Autofill
Bar Chart
Billing & Invoicing
Brainstorming
Budget Management
Business Process Automation
Business Process Control
CRM
Calendar Management
Campaign Management
Capacity Management
Channel Management
Chat/Messaging
Client Management
Client Portal
Collaboration Tools
Color Codes/Icons
Commenting/Notes
Committee Management
Communication Management
Compliance Management
Compliance Tracking
Conditional Logic
Configurable Workflow
Contact Database
Contact Management
Contractor Management
Create Subtasks
Custom Development
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Synchronization
Deadline Management
Dependency Tracking
Discussions / Forums
Document Management
Document Storage
Drag & Drop
Email Management
Employee Management
Employee Onboarding
Event Calendar
Feedback Management
File Management
File Sharing
File Storage
Forms Creation & Design
Forms Management
Gantt/Timeline View
Goal Setting / Tracking
Idea Management
Issue Management
KPI Monitoring
Lead Management
Marketing Calendar
Milestone Tracking
Mobile Access
Monitoring
Multi-Campaign
Multi-User Collaboration
Multi-board
Negative Feedback Management
No-Code
Order Processing
Parent Task
Percent-Complete Tracking
Policy Management
Prioritization
Process Change Tracking
Process Control
Process Modeling & Designing
Process/Workflow Automation
Progress Tracking
Project Management
Project Planning
Project Planning/Scheduling
Project Scheduling
Project Time Tracking
Project Tracking
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
Roadmapping
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Reports
Search/Filter
Service Level Agreement (SLA) Management
Status Tracking
Supports Agile
Supports Scrum
Surveys & Feedback
Task Board View
Task Editing/Updating
Task Management
Task Progress Tracking
Task Scheduling
Team Management
Template Management
Templates
Third Party Integrations
Time & Expense Tracking
Time Tracking
To-Do List
User Management
Version Control
Visual Workflow Management
Web Forms
Widgets
Workflow Configuration
Workflow Management
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@mentions
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Agile Methodologies
Alerts/Notifications
Analytics/ROI Tracking
Application Management
Approval Process Control
Approval Workflow
Assignment Management
Audit Trail
Autofill
Bar Chart
Billing & Invoicing
Brainstorming
Budget Management
Business Process Automation
Business Process Control
CRM
Calendar Management
Campaign Management
Capacity Management
Channel Management
Chat/Messaging
Client Management
Client Portal
Collaboration Tools
Color Codes/Icons
Commenting/Notes
Committee Management
Communication Management
Compliance Management
Compliance Tracking
Conditional Logic
Configurable Workflow
Contact Database
Contact Management
Contractor Management
Create Subtasks
Custom Development
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Synchronization
Deadline Management
Dependency Tracking
Discussions / Forums
Document Management
Document Storage
Drag & Drop
Email Management
Employee Management
Employee Onboarding
Event Calendar
Feedback Management
File Management
File Sharing
File Storage
Forms Creation & Design
Forms Management
Gantt/Timeline View
Goal Setting / Tracking
Idea Management
Issue Management
KPI Monitoring
Lead Management
Marketing Calendar
Milestone Tracking
Mobile Access
Monitoring
Multi-Campaign
Multi-User Collaboration
Multi-board
Negative Feedback Management
No-Code
Order Processing
Parent Task
Percent-Complete Tracking
Policy Management
Prioritization
Process Change Tracking
Process Control
Process Modeling & Designing
Process/Workflow Automation
Progress Tracking
Project Management
Project Planning
Project Planning/Scheduling
Project Scheduling
Project Time Tracking
Project Tracking
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
Roadmapping
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Reports
Search/Filter
Service Level Agreement (SLA) Management
Status Tracking
Supports Agile
Supports Scrum
Surveys & Feedback
Task Board View
Task Editing/Updating
Task Management
Task Progress Tracking
Task Scheduling
Team Management
Template Management
Templates
Third Party Integrations
Time & Expense Tracking
Time Tracking
To-Do List
User Management
Version Control
Visual Workflow Management
Web Forms
Widgets
Workflow Configuration
Workflow Management
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@mentions
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Agile Methodologies
Alerts/Notifications
Analytics/ROI Tracking
Application Management
Approval Process Control
Approval Workflow
Assignment Management
Audit Trail
Autofill
Bar Chart
Billing & Invoicing
Brainstorming
Budget Management
Business Process Automation
Business Process Control
CRM
Calendar Management
Campaign Management
Capacity Management
Channel Management
Chat/Messaging
Client Management
Client Portal
Collaboration Tools
Color Codes/Icons
Commenting/Notes
Committee Management
Communication Management
Compliance Management
Compliance Tracking
Conditional Logic
Configurable Workflow
Contact Database
Contact Management
Contractor Management
Create Subtasks
Custom Development
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Synchronization
Deadline Management
Dependency Tracking
Discussions / Forums
Document Management
Document Storage
Drag & Drop
Email Management
Employee Management
Employee Onboarding
Event Calendar
Feedback Management
File Management
File Sharing
File Storage
Forms Creation & Design
Forms Management
Gantt/Timeline View
Goal Setting / Tracking
Idea Management
Issue Management
KPI Monitoring
Lead Management
Marketing Calendar
Milestone Tracking
Mobile Access
Monitoring
Multi-Campaign
Multi-User Collaboration
Multi-board
Negative Feedback Management
No-Code
Order Processing
Parent Task
Percent-Complete Tracking
Policy Management
Prioritization
Process Change Tracking
Process Control
Process Modeling & Designing
Process/Workflow Automation
Progress Tracking
Project Management
Project Planning
Project Planning/Scheduling
Project Scheduling
Project Time Tracking
Project Tracking
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
Roadmapping
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Reports
Search/Filter
Service Level Agreement (SLA) Management
Status Tracking
Supports Agile
Supports Scrum
Surveys & Feedback
Task Board View
Task Editing/Updating
Task Management
Task Progress Tracking
Task Scheduling
Team Management
Template Management
Templates
Third Party Integrations
Time & Expense Tracking
Time Tracking
To-Do List
User Management
Version Control
Visual Workflow Management
Web Forms
Widgets
Workflow Configuration
Workflow Management
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Metatask Feature Reviews

25 reviewers had the following to say about Metatask's features:

Seray Ö.

Customizable templates are great starting point

2021-01-02

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Metatask


Thank you for a great feedback! We adding new features all the time based on a feedback from our users.

Read more
Anonymous
( company, 51-200 employees)

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

2017-11-28

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

Pros

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.

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
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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!

Read more
Serge T.

A very good task / process management tool for SMEs

2017-03-10

Metatask is focus on one thing and does it well with an intuitive interface, easy integration via Zapier.

Pros

Well designed UI. Easy integration via Zapier!

Cons

The ability to populate form data from a predefined list or via Zapier.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Metatask

I hope that they are successful with Metatask and when they decide to charge for it, I hope that it will be reasonably priced. Go try it!

Source: Capterra
Helpful?   Yes   No
Read more
Pablo D.

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

2017-08-25

We have streamlined our workflows regarding our sales & purchasing department.

Pros

Managing workflows has never been easier.

Cons

Please integrate a reporting feature!

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nicola Z.

Vary useful and easy to use

2019-05-21

Pros

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

Cons

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
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Marlyn G.

We have used the software to manage the administrative processes of the company's clients

2018-05-18

Pros

The list to implement templates and their configuration is very useful and easy for administrators as well as managing workflows. The learning curve is very low for the users, so the implementation in a medium organization does not represent problems

Cons

It is necessary to have more advanced functions, to be able to condition the exclusion or to include tasks, to be able to have application and approval workflows. Have at least some reports and be able to export.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Metatask


We are happy to know you've been enjoying using Metatask at your company, Marlyn!

All the features that you mentioned are in our roadmap and should be implemented in the course of this year.

Read more
Kenneth F.

Impressed by Customer Service

2019-11-14

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.

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")

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Metatask


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

Read more
Michael P.

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

2020-01-23

Highly recommended; one of the best improvements we've made to workflow in 13 years of being in business.

Pros

Actually creating processes takes some time, but mainly because of how much automation can be built into the system.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Metatask


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

Read more
Anzhelika L.

Metatatsk - easy to use and promising

2017-03-15

Besides, all the team can track tasks, so we closely in touch.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Medical Practice company, 11-50 employees)

looked at bunch of process software and this really works for us

2018-07-15

allows us to track and standardize processes

Pros

clean interface, intuitive, lots of functionality, affordable - and some good zapier integrations that let you schedule tasks

Cons

The only thing I might change is that I would like to be able to complete process at any point in the process (currently if there is a decision point mid-process that would end the process, the user still must complete all of the remaining steps to "complete" the process.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Metatask


Thanks for reviewing us! We plan to add a way to complete processes at any time without completing all tasks. In a meantime an easy workaround is to delete all tasks not planned for completion and process will become completed.

Read more
Mathieu M.

Good looking, easy to use and free. Amazing product.

2017-07-07

More automatisation and standardisation

Pros

The product is still relatively new, but there's already a lot of feature.

Cons

The lack of SSO (Google) for better onboarding. Access rights can be a little tricky, but those should be fixed in the next update (Metatask 2.0).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kunal T.

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

2017-11-08

Pros

The minimalism of the UI makes it so much nicer to look at.

Cons

By default, it sends way too many notifications via email.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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.

Read more
Peter K.

Exactly what I needed to manage an SEO business

2018-03-15

Pros

Recurring tasks/templates makes up such a big part of the business and it's great to have Metatask take care of it all.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Metatask


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

Read more
Tadej P.

Metatask is a great tool, simple and easy to use and provides just what our team needs.

2017-06-16

A platform for running processes and its' optimization.

Pros

It's simple, without any hassle and fully customizable at the same time. The UI design is great and to-the-point.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Amer A.

Simple Workflow Tool

2019-11-11

It helped us mainstream all requests to the marketing department, manage the process and control work progress

Pros

It's a pure workflow tool.

Cons

I wouldn't say so. We had suggestions for functionality and the team addressed them promptly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Metatask


Thanks for a feedback Amer! Looking forward to empower your team with even more great features!

Read more
Thanakiat E.

Review

2019-04-22

Pros

Easy to access

Cons

1. Price per user isn't worth to purchase

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Naiche L.

Simple but pretty versatile

2018-12-26

I still haven't implemented Metatask so I cannot say for sure how well it actually work in a production setting.

Pros

I like that Metatask has simplified the process of creating process in an online tool, all while maintaining a great set of features. Other platforms make it too complicated to create and maintain complex processes.

Cons

The platform is still pretty limited in what it does, especially in the area of reporting. But, it does play with Zapier so you can use Zapier to fill in some of those gaps.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Metatask


Thanks for taking time to write a review!
Reports will be here very soon, Jan-Feb 2019.
And they look great!

Read more
Ran W.

This is a great sofeware

2019-11-12

Pros

Customer Service Team is amazing and I am really happy with their fast response.

Cons

If in the future there is a mobile app that would be great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Metatask


Thanks for kind words, Ran! We are very happy you liked our support!

Read more
Mike D.

Excellent tool for managing workflows

2021-08-03

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

Pros

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Jean-Michel G.

Very efficient workflow software

2019-01-11

Industrial company with internal workflow involving lot of services for products/articles creation within the ERP.

Pros

Lot a features to map very large number of workflows. Last and efficient support.

Cons

TOday i need to use Zapier for workflow output.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Nathan C.

Great User Experience

2019-04-22

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
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 11-50 employees)

To simple

2017-11-10

I think it is good option for non complicated tasks in teams.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No

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.

Read more
Jurgen L.

Metatask on the rise!

2017-02-21

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.

Pros

Clean interface. Good logic.

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
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sofia P.

Simple BPM tool with great support

2018-12-10

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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.

Read more
Nhon H.

If you havn't used this, do it now. You'll be impressed with your outcome of your business processes

2017-07-18

Automate your business process

Pros

Turn it into a process, then it makes into task automatically.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more