Unclear next steps
People complete their own tasks but are unsure what must happen before the work can progress.
Workflow, task and document management for small teams
Keep every task, document and workflow moving forward
MetiPath gives small organisations one clear place to manage repeatable workflows, assign tasks, control approvals, store important documents and track progress—without complicated spreadsheets, scattered files or constant chasing.
Easy to configure
Tasks, workflows and documents together
Designed for small teams
Enquiry
Planning
Delivery
Complete
DR
TS
AM
The problem
Work becomes difficult when tasks, updates and documents are stored in different places
Spreadsheets, inboxes, shared drives and separate task lists may each hold part of the information, but they rarely show the complete picture. MetiPath brings the process, responsibilities, documents and decisions together.
Updates everywhere
Important information becomes scattered across inboxes, spreadsheets and personal notes.
Documents are hard to find
Contracts, forms, invoices and supporting documents become detached from the work they relate to.
Missed approvals
Work moves forward before the correct checks, supporting documents or approvals have been completed.
The MetiPath approach
Give every piece of work a clear path
MetiPath connects each record with its workflow, tasks, people, approvals and supporting documents. Everyone can see where the work stands, what is outstanding and what needs to happen next.
1
Create
Start a new piece of work from the right process or template.
2
Assign
Give every required task a clear owner and due date.
3
Add documents
Attach contracts, forms, invoices and supporting files to the correct record, task or stage.
4
Complete and approve
Complete the required work and confirm the appropriate checks before progressing.
5
Review
Keep a reliable history of tasks, documents, approvals, decisions and changes.
Key features
More structure than a task list, without enterprise complexity
Give your organisation enough control to follow important processes while keeping the system straightforward for everyday users.
Repeatable workflows
Turn a proven process into clear stages and tasks that your team can follow consistently.
Clear task ownership
See who is responsible, what remains outstanding and when each action is due.
Controlled approvals
Require the correct tasks, documents and approvals before work moves into its next stage.
Flexible team views
Let users focus on the columns, filters and information that matter to their responsibilities.
Document storage and retrieval
Keep contracts, forms, invoices, technical information and supporting files attached to the work they relate to. Search by record, category, stage, date or document type.
Complete history
Maintain a reliable history of task completion, document uploads, approvals, changes and authorised overrides.
Documents connected to the workflow
The documents your team needs, exactly where the work happens
Stop searching through email attachments, shared folders and disconnected filing systems. MetiPath keeps important documents linked to the correct workflow record, task or stage.
Documents are not simply stored in MetiPath. They form part of the workflow, helping teams show that the correct information, checks and approvals are in place.
Upload and categorise contracts, forms, invoices and files
Link documents to records, stages and individual tasks
Search by file name, category, date or document type
Control access to confidential or restricted documents
Keep version history and a clear record of changes
A clearer alternative
Stop running important workflows through disconnected spreadsheets, email and shared folders
Spreadsheets and email
- Documents stored separately from the work they support
- No reliable indication of what happens next
- Managers manually chase progress and missing files
- Decisions and document changes are difficult to trace
MetiPath
- Tasks, documents and approvals linked to the same record
- Clearly defined stages and next actions
- Visible responsibility, progress and document status
- Complete history of work, files and decisions
How it works
A straightforward system your team can actually use
Build your workflow
Configure stages, tasks, responsibilities and progression rules around the way your organisation works.
Run the work
Team members follow one clear process, complete assigned tasks and upload the supporting information and documents others need.
Stay in control
Managers see progress, check that required documents are present, approve stage changes and retain a complete history of activity and decisions.
Solutions
Built for small organisations with real processes to manage
MetiPath is designed for teams whose work follows defined stages, requires coordination and cannot afford important actions to be missed.
Theatres and arts venues
Coordinate bookings, contracts, technical information, marketing assets, risk assessments, event delivery and settlement.
Event teams
Keep operational, venue, supplier and event-delivery tasks on one shared path.
Charities and not-for-profits
Give staff and volunteers a clear system for managing recurring work, supporting documents and approvals.
Small businesses
Standardise recurring processes, customer work, internal approvals and operational tasks.
Designed with sector experience
Workflow and document management for theatres and arts venues
Coordinate every stage of an event from initial enquiry through contracts, technical planning, marketing, delivery, settlement and final invoicing.
Explore theatre workflows
Enquiries and booking progression
Contracts and approval tasks
Marketing and on-sale preparation
Technical and front-of-house planning
Marketing materials and production assets
Risk assessments and insurance documents
Settlement statements and final invoices
Event delivery and post-event settlement
Early access
Help shape a better way for small teams to manage work and documents
Join the MetiPath early-access list for product updates, trial invitations and opportunities to help shape a platform that brings workflows, tasks, approvals and documents together.