Two big updates to make starting new process easier
New Metatask 2.5 adds two big updates aimed to make starting new processes much easier for employees.
Here’s how a new process start window looks in a new Metatask:
As you can see, the process is named automatically, based on values that employee provides while filling in a form. You can configure form fields to be shown right on a process start window.
Some fields can be marked as required, in this case, it will be not possible to start a new process without filling all of them first – no more half-completed vacation requests and expenses reports! By adding some essential process fields to a process start and making them required you can make sure that when a new process is started – all required information is already provided by the requestor.
Auto-generated process titles is another great feature. For employees, it may be a challenge to give a good name to a new process. Often all they want is just to submit a new request for approval. But for process managers, it’s very important that all processes are given proper titles so it’s easy to identify processes in a list.
Now you can ensure that proper, uniform naming is applied to all processes.
How to make form fields visible on a process start
Adding form fields to a process start is simple. Check the new “Fields visibility” tab in Process start options:
Mark the fields you want to include in a process start popup data form as editable or required.
Visit our Help Center to learn how to completely customise a Start process popup.
How to automatically generate a process title
You can now configure template so that all new processes started from it are named automatically.
You can use static text, form fields and some pre-defined values (like start date and time) as a part of process title:
Visit our Help Center to read a detailed guide on how to configure a title for processes.