Helix

The Unified System for Tasks,
Decisions, and Execution

Manage work across teams. Capture decisions with context and approvals. Connect every system. Access it all from WhatsApp.

Get StartedSee how it works →
ForOperationsEngineeringFinanceHRITLegalProcurement

Task Management

Plan, assign, and track work at any scale.

Unlimited hierarchy, advanced dependencies, customizable fields, multiple views, and configurable workflows—built for teams that need more than just a Kanban board.

Unlimited subtask hierarchy
Grid, Board, Gantt, Calendar, Timeline
Dependencies (Finish to Start, Start to Start, Finish to Finish, Start to Finish)
Custom fields & tags
Recurring tasks & milestones
Trigger-based automation
SLA monitoring & escalations
Q1 Initiatives
GridBoardGanttCalendar
24 tasks
IDTaskAssigneeStatusPriorityDue
T-201Vendor onboarding workflowPriya M.In ProgressHighMar 12
T-202↳ Legal reviewJames K.BlockedCriticalMar 8
T-203↳ Finance approvalSarah L.WaitingHighMar 10
T-204Update procurement policyAmit R.To DoMediumMar 18
T-205Q1 budget reconciliationSarah L.In ProgressHighMar 15
T-206IT security audit prepBen W.In ProgressMediumMar 20

Decision Management

Decisions with context, not just outcomes.

Capture why decisions were made. Track approvals. Link to the work they affect. Full audit trail.

Structured decision objects
Options & evaluation criteria
Stakeholder tracking
Approval workflows & voting
Decision-to-task linkage
Impact analysis
Versioned audit trail
Outcome tracking
D-0042Approve new vendor management platform
Pending Approval
Context

Current vendor management is manual. Three options evaluated over 2 weeks.

Option A: Build in-house

6.2

Option B: Vendor X

8.5Recommended

Option C: Vendor Y

7.1
Stakeholders
VP Ops
CFO
CTO
Linked Tasks
T-201T-204T-207

Integrations

Connected to everything your teams already use.

APIs, webhooks, real-time sync. Helix sits at the center — pulling data in, pushing updates out, keeping everything in sync.

H

Helix Hub

Canonical data model. Every system maps here.

REST APIWebhooks
⬡ERP

Budget, procurement, vendor data

◈CRM

Customer tasks, deal tracking

◉HRMS

Onboarding, reviews, compliance

▣Docs

Attachments, decision docs

◎Comms

Notifications, mentions, alerts

⬢DevOps

Engineering tasks, deployments

Real-time syncScheduled syncBi-directionalWebhook-drivenField mapping UIConflict resolution

WhatsApp Access

Manage work from a chat window.

Your distributed teams don't need to open another app. Check tasks, approve decisions, update status — all from WhatsApp.

Retrieve assigned tasks
Update task status
Approve or reject decisions
Get deadline reminders
Natural language queries
Works on any device
H

Helix Bot

online

Show my tasks for this week

You have 4 tasks this week:

🟡T-201Vendor onboardingMar 12
🔵T-205Budget reconciliationMar 15
🔵T-206Security audit prepMar 20
⚪T-208Team standup notesMar 14

Mark T-208 as done

✓ T-208 marked as complete.

Any decisions pending my approval?

1 decision awaiting your approval:

D-0042

Approve new vendor management platform

Reply approve or reject

Governance & Reporting

Visibility at every level. Control at every layer.

Dashboards

Project overview
Department rollup
Company-wide
Workload balancing
Overdue tracking
Custom saved views

Access Control

Adminfull access
Managerteam scope
Memberassigned only
Viewerread only

Field-level restrictions · SSO · Audit logging

Workflows

To Do
→
Active
→
Done

Configurable per project

Trigger-based automation
Conditional routing
SLA escalations
Status transition rules
Notifications & alerts

Stop managing work across 10 tools.

Tasks. Decisions. Integrations. WhatsApp. One platform.

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