About Metatask

Metatask simplifies tasks and processes management for teams using smart reusable checklists and forms.

Process Templates

Templates are easy to use and available to everyone. Directory of internal processes makes it easy to start new processes for the whole team.

Approval workflows

Use approval tasks to quickly automate any approval processes, like Vacation requests or Travel requests.

Reviews

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

Processes dashboard

Easily view all your tasks from all processes in one place. My tasks dashboard is updated in a real-time and organised by a tasks' due date.

Dynamic deadlines

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

Business calendar

Setup non-working days, local holidays and working weekdays to make sure your SLAs are always properly tracked based on business days.

Tasks Inbox

Easily view all your tasks from all processes in one place. You Inbox is updated in a real-time and organised by a tasks' due date or a related process.

Dynamic tasks assignment

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

Nested tasks

Simplify and better organise your processes by grouping related tasks together. You can even add conditions and configure nested task for sequential or parallel execution to create some advanced workflows like parallel or exclusive branches.

Conditions

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

Task view

Task view 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, documents and files needed for work. And real-time chat keeps all discussions related to tasks right where you work on them.

Private and delegated tasks

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

Data forms

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

Form fields for any type of data

Create better forms with our rich set of configurable form fields: file uploads, money with support for multiple currencies, numbers, text, dates, multi-select and single-select fields and more.

User selection form field

Select people from a dropdown, instead of manually typing in names and emails. Set manager for a new project, assign mentor for a new employee or author for a new blog post. You can even limit selection to a specific group, like HR for a Hiring Manager selection.

Table sections

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.

Multi-currency support

Let users enter money amounts in relevant currency using multi-currency money field. Create expense reports, invoices and other documents with multiple currencies. You can even configure supported currencies for a single form field.

Required fields Mark some form fields as required to ensure that all necessary information is provided by assignee before marking the task as completed.

File upload fields

Upload receipts, images, scans of documents and any other files to form using a file upload fields. You can even configure it to allow uploading multiple files at once.

Communication

Discuss tasks right where the work happening, with all the people involved in a specific process. Leave comments to tasks, chat in real-time, attach files, images and documents, mention your coworkers to invite to discussion.

Activity log

All activity is logged so that you can always see who did what and when. Activity log is available for every task and process.

Reports

Get valuable statistics for all processes, review form data and monitor your team performance for given period of time with our advanced reports.

Simple process editor

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