HelpinProjects
Project management for SaaS teams

Plan the work.
Build with AI agents that know why.

Roadmaps, sprints, and objectives in one workspace. Agents plan and code from the task and the customer conversation behind it. Your team approves what merges.

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Roadmaps and sprintsCustomer contextAgents that open PRs

From the plan to the customer’s next step.

CUSTOMER NOTIFIED · LOOP CLOSED

The request, the work, and the follow-up stay connected.

Start with the need

Bring customer needs into the plan.

Create or link work from a customer conversation. Keep the original request available when your team decides what to prioritize, what to build, and what can wait.

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

A customer request informs the plan. Your team makes the commitment.

The everyday work

See what’s moving. Know what needs attention.

Product work, bugs, maintenance, and internal projects, on a board or a list.

Your team’s work, in view. ASK AGENT WHAT NEEDS ATTENTION

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

Track what you delivered. Measure what it changed.

Connect objectives to epics and key results. Keep task completion and recorded outcomes visible as separate measures of progress.

01 / THE GOAL

Agree on the result you’re working toward.

Make success specific enough that the team can tell whether it happened.

ObjectiveActive

Make enterprise SSO easier to roll out.

Sam RiveraNov 13
KEY RESULTEight pilot accounts complete SSO setup.
02 / THE PLAN

Show which work supports the goal.

Make the relationship between the objective and the planned work easy to follow.

Linked epics3 epics · 9 tasks

Select an epic to see its requirements and tasks.

SELECTED EPIC

SSO pilot

Sam Rivera
REQUIREMENTS

Admin-only enrollment and a reviewed setup process.

SELECTED TASKS
PRJ-214Add an admin-only SSO pilotDone
PRJ-217Prepare the SSO pilot guideDone
03 / THE RESULT

Look beyond the completed tasks.

Use the progress review to ask whether the work is producing the intended result.

Example: later progress review

Delivery progress67%

6 of 9 linked tasks completed

Outcome progress25%

2 of 8 pilot accounts completed setup

Recorded healthAt risk

The feature is available. Most pilot accounts still need to complete setup.

From the bigger plan to the next sprint

Roadmap to sprint, in one place.

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

Validate the mapping. Prepare the pilot. Support the rollout.

02 / SPRINTS

Make the next commitment clear.

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

OOrbitDesk/Sprints

The plan changes. The record of what happened remains.

From a defined task to a proposed change

Give agents more than a task title.

Let planning and coding agents work from the requirements and relevant customer history. They can refine the task, prepare code and tests, and review the changes. Your team sets the approval rules.

Coding agents need the GitHub App and Agent Runtime, and aren’t in Community 0.1.

Meet the agents
OOrbitDesk/Projects

Scoped to what the customer agreed to.

Delivery includes the follow-up

Ship the change. Bring the answer back.

Connect the released work to the original request. Helpin prepares the customer update with the relevant guide. A teammate approves it before it goes to the original conversation.

See how support connects
Before you bring the team in

Get to know Helpin Projects.

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 the GitHub App and Agent Runtime, and aren’t in Community 0.1. 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, free under AGPL-3.0 with no plan limits. Your team runs the installation and covers hosting and model provider costs. Community is 0.1 beta, and coding agents aren’t in it yet. Learn more →

Explore self-hosting
Plan together. Follow through.

Bring the plan,
the work, and the customer together.

One workspace for the plan, the code, and the customer reply.

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Open source · Self-host free, or let us run it