Project management for SaaS teams

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Your team reviews it.

Tasks, stories, epics, and sprints for the work your team needs to ship. AI agents can plan changes, write code, and review pull requests. Keep the roadmap and decisions in view.

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TasksSSO pilotSprint 24

Add an admin-only SSO pilot

PRJ-214Engineering
Saved
OverviewDelivery

Let Northstar test SSO with selected administrators before opening it to the rest of the company.

In the rollout review, Maya agreed to an admin-only pilot. Group-to-role mapping still needs validation before the pilot begins.

Acceptance criteria

  • Only selected administrators join the pilot.
  • Group-to-role mappings are validated before enrollment.
  • Access stays unchanged for everyone outside the pilot.
Task ID:PRJ-214
TeamEngineering
StateReady
OwnersSam Rivera
RequesterSam Rivera
PriorityHigh
TypeFeature
Labels+ Add label
EpicSSO pilot
SprintSprint 24
Estimate3 points
Due dateNot set
RecurrenceNone
Deliveryorbitdesk/app
RelatedNorthstar Labs

A customer request becomes a task, an agent prepares the fix, and your team reviews it.

Start with the need

Turn a request into a clear task.

Ask Agent to turn a bug report or meeting action into work, or link an existing task. The Atlas agent can help shape the scope before the team commits to it.

01

Create or link. Turn a conversation into a new task, or link it to one already underway.

02

Ask Agent drafts it. It proposes the scope, team, priority, owner, and sprint for you to approve.

03

The source stays attached. The conversation and the company stay linked to the task.

OOrbitDesk/Requests
Maya ChenNorthstar Labs · Customer conversation

“We’d like to test SSO with our admins first.”

atlasPlanning agentThinking…
The everyday work

Keep people and agents working from the same plan.

Organize tasks and stories for new features, bugs, maintenance, and internal projects. Switch between board and list views, with owners, priorities, and blockers close by.

OOrbitDesk / EngineeringAdd task
ViewsEverythingSprint 24
FiltersSprint 24Blocked
BoardList
Ready1
PRJ-214Add an admin-only SSO pilot
Sprint 24Waiting on PRJ-212
In Progress2
PRJ-212Validate group-to-role mappings
Sprint 24
PRJ-217Prepare the SSO pilot guide
Sprint 24
In Review1
PRJ-219Improve password-reset errors
Sprint 24
Done1
PRJ-208Update the backup verification checklist
Sprint 24
TaskStateOwner
PRJ-214Add an admin-only SSO pilotReadySam
PRJ-212Validate group-to-role mappingsIn ProgressAMAlex
PRJ-217Prepare the SSO pilot guideIn ProgressJPJules
PRJ-219Improve password-reset errorsIn ReviewSam
PRJ-208Update the backup verification checklistDoneJPJules
5 tasksSprint 24
Blocked by
PRJ-212Validate group-to-role mappings
In ProgressAMAlex

Confirm the role mappings before enabling the pilot.

Maya Chen · Northstar LabsNorthstar wants to test with administrators without changing access for the wider team.
Helpin AIAsk what needs attention.

What’s blocking Northstar’s pilot, and what can we move forward now?

Helpin AI
Ask about the next step…
Workspace context
Suggested next steps · No priorities changed

Views that fit the job

Save filters for a sprint, bug queue, or review list, and share them with the team.

Dependencies in view

Mark tasks as blocking, related, or duplicate. A blocked task shows what it waits on.

Owners and requesters

Set one or more owners, a requester, and a due date on every task.

Requirements within reach

Keep descriptions, checklists, files, and docs with the task.

Repeatable work

Use templates and recurrence for routine checks and maintenance.

Your workflow

Define your own workflow states and labels.

Know what success means

See whether the work is helping you reach the goal.

Link objectives to epics and key results. Track what shipped alongside the outcome you wanted, so completed tasks do not become the only measure of success.

Objectives

Increase ARR by $500k this quarter.

Strategic objectiveActive
FollowSaved

Grow enterprise revenue by removing the blockers to a paid rollout.

From the bigger plan to the next sprint

Make the bigger plan. Choose the next sprint.

Schedule epics by objective on the roadmap. Plan sprints from the backlog. Unfinished work rolls into the next sprint automatically.

01 / ROADMAP

See how the bigger pieces fit.

Schedule epics around objectives, with owners, timing, and health in view.

OOrbitDesk/Roadmap
OBJECTIVEIncrease ARR by $500k this quarter.
3 epics
SEPOCTNOV
Identity mappingOn track
Sep 21 – Oct 2Alex
SSO pilotOn track
Oct 5 – Oct 16Sam
Rollout readinessOn track
Oct 19 – Nov 13Jules
Identity mapping

Validate the mapping before pilot enrollment.

02 / SPRINTS

Make the next commitment clear.

Choose backlog tasks, review the sprint closeout, and carry unfinished work into the next sprint.

OOrbitDesk/Sprints
ENGINEERING

Sprint 24

Planned
Sep 21–Oct 2
6 tasks already planned2 selected
Sprint commitmentOwners stay attached
2 backlog tasks selectedAdd them to the 6 planned tasks
Backlog → Sprint 24

Sprint 24

Planned
Sep 21–Oct 2
PRJ-214Add an admin-only SSO pilot
PRJ-217Prepare the SSO pilot guide
JP
Add to Sprint 24
Choose the next tasks from the backlog
From a defined task to a proposed change

AI agents plan and code. Your team reviews.

Scribe works through the task and codebase. Forge writes the change and tests. Lens checks the result. Start them from a task or a configured automation, with the approvals you choose.

Coding agents need a connected repository and Agent Runtime, on Helpin Cloud or self-hosted.

Meet the agents
OOrbitDesk/Projects
PRJ-214

Add an admin-only SSO pilot

Maya’s rollout request attached
ScribeCoding task plannerThinking…
Delivery includes the follow-up

AI agents notify customers when the fix ships.

Once a release is confirmed, the Echo agent can notify customers in the linked conversations, with the relevant guide attached. Your approval rules decide whether it sends the update or asks your team to review it first.

01 / THE REQUEST
Maya ChenNorthstar Labs

“We’d like to test SSO with our admins first.”

PRJ-214 · Admin-only SSO pilot
See how support connects
Questions, answered

FAQs about Helpin’s Projects tool

What can we manage in Helpin Projects?

Product development, customer requests, bugs, maintenance, and internal initiatives. Use tasks, epics, sprints, roadmaps, and objectives to organize the work. Learn more →

Can a customer conversation become a task?

Yes. Create new work or link the conversation to an existing task. Keep the request available without creating a duplicate item for work already underway. Learn more →

Which views are available?

Board, list, and roadmap views. Learn more →

How do sprints work?

Select backlog tasks, track the sprint, review its closeout, and carry unfinished work forward. Learn more →

Can we track outcomes as well as completed tasks?

Yes. Record key-result progress separately from delivery progress. Learn more →

How do agents help with planning and delivery?

Planning agents develop the scope. Coding agents prepare implementation work and tests, while review agents examine the changes. Tool access and approval settings determine how they proceed. Coding agents need a connected repository and Agent Runtime, on Helpin Cloud or self-hosted. Learn more →

Can we connect engineering work?

Yes. Connect GitHub or GitLab activity to tasks. Coding agents work in connected repositories, with changes subject to your review process. Learn more →

Will customers be notified automatically when a task is done?

No. After release, Helpin prepares an update in the customer’s original conversation. A teammate approves it before it sends. Learn more →

Can we self-host Projects?

Yes. Projects is included when you self-host, coding agents too, free under AGPL-3.0 with no plan limits. Your team runs the installation and covers hosting and model provider costs. Community is a 0.2 beta. Learn more →

Explore self-hosting
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a clear place to work.

Plan the sprint, review the change, and keep the result easy to find.

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