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Workflows & Organization

Workflows & Organization

Workflows & Organization covers how your team describes, connects, and tracks work in Helpin: the workflow states a task moves through, the labels that categorize it, the links that show dependencies, the comments and files that carry context, the templates that standardize repeatable tasks, and My Work, your personal task view.

Use this area when you want to:

  • Define how work moves through your team (custom statuses and workflows)

  • Categorize and filter work (labels)

  • Show what blocks what (task links)

  • Keep discussion and history with the work (comments and activity)

  • Attach files to work items

  • Standardize repeatable tasks (templates)

  • Focus on your own tasks (My Work)

In this section:

  • Workflows & states — set up the workflow your team uses and move tasks through its states.

  • Labels — tag and filter work with team labels or shared workspace labels.

  • Task links & dependencies — connect tasks and mark blocking relationships.

  • Comments & activity timeline — discuss work and review what changed, when, and by whom.

  • File attachments — keep supporting files with the work item they belong to.

  • Templates — prefill new tasks and generate tasks on a schedule.

  • My Work — see tasks assigned to you and tasks you requested in one place.

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