Tasks Overview

What are Tasks?

Tasks are the foundation of Helm. A task represents any work item, goal, chore, or activity that needs to be completed. Tasks can be assigned to specific members, have due dates, include reward points, and track consequences for incompletion.

Task Lifecycle

Tasks move through several states from creation to completion:

1. Created (Pending)
   The task is created and appears in the task list. If assigned, it appears in the assignee's inbox.
2. In Progress
   The assigned member is working on the task. They can add comments, update progress, and ask questions.
3. Submitted for Review
   The assignee marks the task as complete and submits it for review (optional workflow step).
4. Completed
   The task is marked as complete. Rewards are earned, and the task moves to the archive.

Task Properties

When creating or editing a task, you can configure these properties:

Required Properties

• Title: A short, descriptive name for the task (e.g., "Clean the kitchen")
• Description: Detailed instructions or context for completing the task

Optional Properties

• Assignee: The member responsible for completing the task (can be left unassigned)
• Due Date: When the task should be completed by
• Priority: Low, Medium, High, or Critical
• Reward Points: Points earned upon successful completion
• Consequence: What happens if the task is incomplete or overdue
• Tags/Categories: Organize tasks with custom tags
• Recurring Schedule: Make the task repeat automatically (daily, weekly, monthly, etc.)

Task Views

Helm provides several ways to view and organize your tasks:

All Tasks

The main task list shows all tasks in your organization. You can filter by status, assignee, priority, and date range. Sort by due date, priority, creation date, or title.

My Inbox

Your personal inbox shows:

• Tasks assigned to you
• Tasks requiring your attention (overdue, due soon, awaiting review)
• Tasks you've created that need action
• Quick statistics on your pending workload

Calendar View

See all tasks with due dates on a visual calendar. Click any date to see tasks due that day. Great for planning your week or month ahead.

Kanban Board

The Kanban board gives you a visual column layout of all tasks organised by status. Access it by clicking the More button in the task toolbar and selecting Kanban.

Columns from left to right:

• To Do — pending tasks not yet started
• In Progress — tasks currently being worked on
• Submitted — tasks submitted for review
• Completed — finished tasks (can be hidden via the toolbar)
• Overdue — tasks that have passed their due date without being completed

Drag a card from one column to another to change its status instantly. Cards in the Overdue column display a red consequence badge (e.g. "2 consequences") when the task has pending consequences configured, making it easy to spot items that need priority attention.

A compact Kanban view also appears on The Helm dashboard as the Task Pipeline widget, giving you an at-a-glance status summary from your home screen.

Archive

Completed and archived tasks are moved here. Search and filter archived tasks to review past work, track completion trends, and restore tasks if needed.

Task Limits by Subscription Tier

Different subscription tiers have different limits:

Feature	Free	Paid	Premium
Active Tasks	25	Unlimited	Unlimited
Recurring Tasks	5	Unlimited	Unlimited
Task Templates	3	20	Unlimited
Task History	30 days	1 year	Unlimited

Quick Task Actions

From any task in the list, you can quickly:

• Mark Complete: Click the checkbox to instantly complete a task
• Edit: Click the task to open the edit form and update details
• Reassign: Change who the task is assigned to
• Add Comment: Leave a note or question about the task
• Delete: Remove the task (admin/creator only)
• Duplicate: Create a copy of the task with the same details
• Archive: Move to archive without marking complete

Learn More