Metatask

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

Contras: - 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.

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

Comentarios: 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.

Puntos a favor: 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!

Contras: 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")

Comentarios: 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.

Puntos a favor: 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.

Contras: Lack of possibility to add files connected with task to share them with others - it would be very useful.