Visual workflows that ship.
Helm Projects & Tasks is the project management app inside the Helm platform. It runs task boards, subtasks, assignments, and project stages alongside CRM, time tracking, and invoicing. A project, its hours, its documents, and its client bill are the same record viewed different ways. AI agents read and act on the same project data your team does.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
Every project belongs to a client. Tasks, time, documents, and invoices all route to the right account automatically.
Switch between a kanban board grouped by status, a filterable list, and a table view. Same records, different angles.
Break work down with subtasks, priorities, statuses, assignees, and due dates. Grouping and filters work the same on every view.
Assign tasks to teammates or AI agents with the same permission model. Agents work from inside the board, not around it.
Spin up onboarding, retainers, and launch projects from reusable templates. Stages, tasks, and assignments all pre-wired.
Mark a comment internal and it stays inside your team. Never surfaces to clients, guests, or the portal. Rare in PM tools, essential for agencies.
Weekly reports, monthly retainers, quarterly reviews. Define the cadence once and the tasks spawn themselves on schedule.
Add fifteen field types: text, number, date, select, checkbox, URL, currency, and more. Filter and group by them on any view.
Project created, stage changed, task completed. Fire a workflow. Post to Slack. Queue the invoice. Kick off the next step.
Set Projects & Tasks up once. The rest of the platform uses it forever. One data layer, no sync, no glue scripts.
Every project belongs to an account. Client context flows in automatically.
Start a timer on any task. Hours roll up to the project and onto the invoice.
Tracked time and fixed fees convert to client invoices from the project.
Briefs, SOWs, and meeting notes attach to the project and its client.
Project events trigger automations. Create a project, change a stage, close it out.
Tasks with due dates appear on one unified calendar alongside your events.
Every project lives under an account and carries its own tasks, subtasks, assignees, documents, and tracked time. Switch between a kanban board, a filterable list, and a table view without opening a new app. Assignments support humans and AI agents interchangeably, and stage changes fire workflows across the rest of the platform.
Start a timer on a task and the hours land on the invoice. Attach a document and it shows up on the account. Mark a project complete and the close-out workflow runs. Because the project record is the same record everywhere else on the platform, you stop gluing tools together and start running the work.
Project Manager and Project Coordinator agents have direct access to tasks, stages, and assignees. They can post weekly standups to Slack, reassign dropped tasks, flag overdue work before it becomes a delay, and summarize project health for clients. Running on the same data your team edits by hand.
Project management in one tool, time tracking in another, invoices somewhere else, client context in a fourth. Every status update is a copy-paste. Nobody knows what a project actually costs until a month after it ships. New hires spend a week just learning the stack.
Project, hours, invoices, documents, and client context on one record. Margin is visible in real time. Agents summarize health, flag blockers, and kick off the next invoice without anyone asking. A new teammate sees the whole project in one scroll.
A deal closes in Sales Pipeline.
Helm spawns the onboarding project from your template, assigns the PM, and attaches the signed SOW.
A task goes three days overdue.
Project Coordinator agent flags it, pings the assignee, and updates the project health summary.
A project moves to the "delivered" stage.
Workflow fires the invoice, posts the win to Slack, and nudges the account manager for a check-in.
A teammate drops a task.
Project Manager agent reassigns based on workload, posts the update, and notes it on the project.
AI staff with scoped access, configurable autonomy, and the same data your team uses.
Those tools are horizontal project managers with no CRM, invoicing, or time tracking built in. Helm Projects is part of a platform that already knows who the client is, what the budget is, and how many hours have been logged. AI agents inside Helm can execute on project data directly; agents in standalone tools need integrations to do the same.
Three task views inside a project: a kanban board grouped by status, a filterable list, and a table view. The Projects index supports list, cards, and a kanban board grouped by project stage. Calendar, a separate app, pulls tasks with due dates into agenda, day, week, and month views.
Subtasks are supported via parent/child relationships, with full assignments, statuses, and due dates on each. Task-to-task dependencies and a dedicated critical-path view are on the roadmap. Today we surface blockers through workflows, agent summaries, and overdue signals.
Yes. Agents with read-write access to Projects can create, assign, and update tasks; post status updates; and route work across team members. Autonomy is configurable: observe, suggest, or auto-execute per agent.
Starter plans include up to 25 projects and 500 tasks. Pro and Business plans are unlimited. See the Pricing page for full limits.
Yes, on Business plans. The Client Portal gives clients a scoped view of the projects you share with them, including status, documents, and approvals. You control exactly what they see.
Every app included. Agents come standard. Per-workspace pricing, no per-seat tax.
Get Early Access