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.

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

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.

The minimalism of the UI makes it so much nicer to look at. Ease of access and use is also pretty awesome.

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.

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.

Customizable templates are great starting point.

Really nice fit for small and micro-business organizations. Process dashboard allows user to stay on top of several processes at once.

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.

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

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

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

Metatask has been a win for the 20% of the operational/process-related work our cross-functional team addresses.

I also like the ability to add different kinds of forms to each step in the process. As a plus, it supports Zapier integration too.

After reviewing over 20 tools, if found that most of them had user experience problems, they were just too hard to figure out and would require to train our users.

It's obvious that this product is still being developed, so don't expect a lot of whistles and bells and be aware that some features are currently missing. But a lot of them are on the 2017 roadmap.

Metatask is great, easy to use, it helps a lot with internal processes and can be 100% customized.

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

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.

Zapier integration is incredible to make action on other software, but it is limited the option with Metatask.

The ability to group steps, implement approvals, configure conditional steps, set up user roles is all very useful and straightforward to implement.

Terminology and how its used is a bit of a learning curve. No app for mobile device.

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.

I like the most with this product is that it is really helpful when estimating the job cost of our project.

WorkflowMax was a good tool for the needs of the company. It is however lacking in terms of visualision of reports and data.

It's great for timing tasks and has a great customer support as well.

The ability to calculate and manage task time automatically without having people try to manually work out their hours is very helpful.

It really takes time to master the software. What I find also confusing is that you can add returns for individuals under the company account where they are owners or shareholders.

We have used workflowmax for years with the integration to Xero accounting software. The software has been reliable and the added mobile upgrades have increased our insight from out of the office.

Cloud based, no updates required. Great technical support.

Editing jobs and tasks is sometimes a bit more difficult than it needs to be.

It was difficult to configure and setup from an invoicing perspective.

Significant job and task templating abilities allow multiple activity streams to be systematised within one application. Powerful reporting engine with the ability to extend with custom reports.

I love how easy it is to start timing a job/task for billable time tracking. The website is fast to load and use with a great UI.

The custom reporting can be a bit hard to navigate around, especially for any newcomers to the system.

WorkflowMax is the best at tracking time and project costs.

Great value for money - does 95% of what other more sophisticated systems do at a fraction of the price. Easy set up and implementation.

We use WFM for project management and timesheet management. It's easy to use and for managing small projects, it is a great product.

It allows you to create great custom reports and is very handy for tracking your time. It integrates with Xero.

I like how easy and convenient it is for this program to track billable time. The program is user friendly and efficient.

WFM cannot handle multi-line itemised quotes, is slow to use and has very limited functionality.

Typically, paperwork goes missing, emails go missing.

Workflow max helps to solve the issue of effective invoicing of time worked on each client.

It can get costly to get all your project contractors accessing project documents.

All in all an extremely good, cost effective solution that integrates well with Xero and all of our clients are always happy with the solution.

Reporting is clunky an non-intuitive. Extra features in the premium version are seriously overpriced.

Overall we really like it. It is perfect for a small business with limited needs.

Any quotation with more than a dozen lines become hard to follow.

Easy to use, haven't had any big issues and good way to keep track.

Integration with Xero is really the biggest benefit... also their estimate-to-invoice system is pretty good.

Custom reports are great. It kept us on track with schedules.

The support is terrible, reports are clunky at times and you need to pay extra to unlock half decent reports.

Their helpdesk is awesome, and always friendly. The layout of the invoices is really clean and tidy.

Not too much else that is a problem - especially for the price.

WorkflowMax provides us the opportunity to run our own reports with a very powerful custom report builder in a very easy and intuitive way.

This is a good app I find particularly useful for easily adding time and cost while I am out and about away from the office. Makes my life that little bit easier which I appreciate.

Excellent reporting functionality. Very robust and reliable.

US Dollar

Metatask simply organizes and manages internal projects to enhance the business workflow. It helps define daily business tasks in a sorted way through to-do lists, instead of complex BPMN diagram and flowcharts. It helps managers, entrepreneurs and admins keep a check on the progress of daily tasks assigned.


Metatask minimizes confusion, paperwork and limitless email threads. Users can easily extract important files attached in your email, chat or comments. It makes sharing project related information hassle-free. The user-friendly templates allow users to start new projects for the entire team in a couple of minutes. Ensure that all the projects and requests are approved quickly by using approval tasks.


A simple process editor lets users quickly allocate repeatable projects. Role-based allocation of jobs is easy with Metatask. Data forms will assist in collecting project related data. A smooth workflow can be created between people working on the same project.



LongDescription

Commenting/Notes

Real Time Analytics

Deadline Management

User Management

Status Tracking

Visual Workflow Management

Customizable Reports

Access Controls/Permissions

Process Change Tracking

Templates

Progress Tracking

Task Board View

Workflow Configuration

Task Scheduling

Project Planning/Scheduling

Project Management

Approval Process Control

Rules-Based Workflow

Conditional Logic

Resource Management

No-Code

Calendar Management

Customizable Fields

Collaboration Tools

Assignment Management

Template Management

Data Import/Export

Process Modeling & Designing

Process/Workflow Automation

Audit Trail

Version Control

Configurable Workflow

Process Control

File Storage

Mobile Access

Compliance Management

Real Time Data

Agile Methodologies

Role-Based Permissions

Real Time Notifications

Forms Management

Workflow Management

Real Time Updates

Percent-Complete Tracking

File Sharing

Alerts/Notifications

Autofill

Reporting & Statistics

Task Editing/Updating

Time & Expense Tracking

Reporting/Project Tracking

Customizable Templates

Business Process Automation

Create Subtasks

Web Forms

Real Time Reporting

Customizable Branding

To-Do List

Compliance Tracking

Budget Management

Reporting/Analytics

Recurring Tasks

Monitoring

Parent Task

Customizable Dashboard

Customizable Forms

Forms Creation & Design

Business Process Control

Quotes/Estimates

Drag & Drop

Task Progress Tracking

Third Party Integrations

Task Management

Document Management

Search/Filter

$6/member/month with unlimited processes, templates and a custom domain.

Email/Help Desk

Knowledge Base

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

Metatask

Webinars

Documentation

Videos

Workflow Max is a cloud-based workflow and job management solution designed to serve small to midsize service-based businesses. Along with key project management capabilities, the solution provides quote creation, timesheets, job costing and other features integral to the project process.


Once a project is started, WorkflowMax features tools to manage project execution, including the ability to integrate with several popular document management systems, such as Google Drive, Box and Dropbox. The timesheet functionality allows employees to work within their own timesheets online. The solution also offers integration with third-party payroll systems.


WorkflowMax’s job costing shows all expenses in a single space, including all invoices and costing information. Employee scheduling creates a way to view and assign all employee tasks. WorkflowMax features a sales dashboard that shows leads that are hot, warm, cold or closed so that businesses can keep an eye on their sales pipeline.


The solution is available on a monthly subscription basis.



Milestone Tracking

Employee Management

Purchase Order Management

Invoice History

Time Tracking

Document Storage

Activity Tracking

Timer

Contract/License Management

Project Billing

Invoice Management

Timesheet Management

Customizable Invoices

Projections

Time Tracking by Client

Pipeline Management

Customer Database

Job Management

Automated Quoting

Scheduling

Accounting

Multiple Projects

Contact Management

Project Time Tracking

Hourly Billing

Lead Management

Multi-Currency

Cost-to-Completion Tracking

Online Invoicing

Time Tracking by Project

Performance Metrics

Billing Portal

Client Portal

Email Management

Project Tracking

Budgeting/Forecasting

Activity Dashboard

Invoice Processing

Estimating

Job Scheduling

Billing & Invoicing

Accounting Integration

Interaction Tracking

Expense Tracking

Contact Database

Job Tracking

Summary Reports

Client Management

Customer History

1 User - US$15/month
5 Users - US$49/month
10 Users - US$99/month (Most popular)
20 Users - US$149/month
Unlimited Users - US$199/month 

Add WorkflowMax's Lead Manager (CRM) module for $15 extra per month. 



Metatask vs WorkflowMax

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