Templates are easy to use and available to everyone. Directory of internal processes makes it easy to start new processes for the whole team.
Use approval tasks to quickly automate any approval processes, like Vacation requests or Travel requests.
Review documents, images, quotes, proposals, or anything else. Request changes before giving final approval. Repeat as many times as needed.
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.
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.
Setup non-working days, local holidays and working weekdays to make sure your SLAs are always properly tracked based on business days.
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.
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. Learn more...
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.
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 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.
Create quick tasks for self or delegate work to other users and track their progress. Manage your personal TODO list without leaving Metatask.
Create data form to collect any process-related data, files or documents. Create a flow of information among people working with a process.
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.
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. Learn more...
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.
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.
Mark some form fields as required to ensure that all necessary information is provided by assignee before marking the task as completed.
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.
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.
All activity is logged so that you can always see who did what and when. Activity log is available for every task and process.
Get valuable statistics for all processes, review form data and monitor your team performance for given period of time with our advanced reports.
Our simple editor lets you quickly define any repeatable processes - from simple content publishing checklists to complex operational processes and multi-step approvals.
Onboarding of new employees, starting marketing campaigns , processing purchase orders, processing quote request, requesting vacations, advertising real estate properties, onbording new clients, approving expenses and many more.
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