Metatask 3.2.1: Improved template editor, security and reports…
We’ve just released another update to Metatask!
New version brings a few improvements usability improvements along with a major changes to permissions for candidate assignees and team admins.
In Metatask you manage tasks by making them available to groups like HR, or IT, or Sales. Any member of a group can claim the task to actually work on it.
We giving more power to members of groups and departments to work with department’s tasks:
- Any group’s member can now see the task’s form and data in it.
- Any group’s member can now change due dates for these tasks.
- Any group’s member can now reassign tasks.
- Any group’s member can now view and add comments to tasks.
For example, if a task is for Sales department and at some point Jack claims it and starts working on it — it will not now disappear from all other members of Sales. Instead whole group would be able to collaborate on all department’s tasks.
Edit form data right on a process
You can now quickly fix data entry mistakes. As a Process manager you can edit form data right on a process screen, without opening any task.
Improved template editor
If you ever tried to add a new form field to already configured template with many tasks, you know how much time it takes to re-configure fields visibility settings for all existing tasks…
Now you can just copy any existing filed or section which is already configured in a right way. A new field will have same visibility settings for all existing tasks, so you don’t need to configure it manually. Just change name, filed type — and you are done!
You can also now clone any existing task or a group and a newly created task will have all same visibility settings.
Improvements in reports
You can now quickly open a process right from a report.
Meanwhile our regular major release is coming soon with a great new features:
We extending existing support for approval processes and adding Reviews.
Reviews let you ask task assignees to re-do some work before you can approve it. With reviews you can easily create workflows to:
- Request modifications to a content before approving it.
- Ask requestor to change vacation dates.
- Ask requestor to add more details to purchase request.
- Ask graphical designer to make changes to illustration.
Reviews let reviewer request modifications multiple times before approval is granted.
Review is a great way to extend your approvals and let requestors make changes without re-submitting the whole request (and saving a lot of time and efforts).
New Zapier actions and triggers
We’ve added a few more actions and triggers to make it easier to create two-way integrations, when you pass data from Metatask to other system and than you grab results and push them back to your Metatask process.
- When task is created.
- Complete a task (and fill in form fields).
- Search for a process by form field value.
- Add a new comment to a task.