Project Management

The Projects module helps your team plan, organize, and track the work it delivers — from objectives and epics down to individual tasks. Use these guides to set up your teams and workflows, plan sprints, choose the right view, and follow delivery. Start with the subsection that matches what you want to do.

In this section

• Work Items & Hierarchy — objectives, epics, tasks, and checklists, and how they fit together.

• Planning & Sprints — team goals, the roadmap, and planning and closing sprints.

• Workflows & Organization — workflow states, labels, task links, comments, attachments, templates, and My Work.

• Views & Display — board, list, and timeline views, filters, saved views, and display settings.

• Team & Collaboration — teams, team settings, @mentions, and following work.

• PM Analytics & Delivery — sprint reports and AI-assisted code delivery.

• Imports — bring existing work into Helpin from other tools.