Project & Task Management

Keep your business organized,
and make sure your crew stays on track.

Take Control of Your Tasks

Capture all of your to-do items, and delegate as needed.

Quickly make one-off tasks from your computer or phone. Notify the right people, and get alerts as due dates are coming up or when tasks aren’t completed.

Setup recurring tasks with Task Generators. Create tasks to be done every day, every couple weeks, every 6 months, or after a certain number of appointments.

Manage tasks by due dates, levels of priority, or a combination.

Assign individual tasks or send to a job board that's open to anyone.

Track efficiency by comparing estimated vs actual completion times.

See All Features

Communication & Privacy

Discuss what you need, with only the people you want.

HelmBot encourages conversation, both about the business as a whole and around specific projects, appointments, and sales. View notifications and reply to messages instantly from any device.

Projects and project membership keep your tasks and discussions organized. Use private admin projects for high level discussions, and have inclusive team projects for general contributions and announcements.

All communications and tasks are easily searchable and saved in the cloud. This creates a convenient papertrail, automatically logging what tasks got done, when, and if there were any questions or discussions around them.