HELIXSYNC / FeaturesFrom intake to audit trail

One connected workspace for every project signal

Bring requests, planning, approvals, and reporting together. Give your team the context to move from the first idea to the next milestone.

See how the work connects
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FEATURES / BUILT AROUND YOUR WORK
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FROM INTAKE TO AUDIT TRAIL

See how work moves through HelixSync

Follow a project from its first request to a clearer view of delivery.

HELIXSYNC / FEATURESILLUSTRATIVE WORKFLOW
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Give the work a shared starting point.

Capture the request, then plan delivery with named owners, priorities, and dates. Keep the next step connected to the reason behind it.

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THE WORKSPACE, LAYER BY LAYER

A place for every part of the project.

Explore every layer of the workspace, from everyday tasks to the knowledge your team builds along the way.

Projects

Run an initiative with an owner, a date range, a gate, and calculated progress

Explore Projects

Tasks

Create, assign, and track work across milestones, gates, and sections

Explore Tasks

Milestones & Gates

Stage delivery, and preview what completing a milestone will change

Explore Milestones & Gates

Dashboards

Visualize project progress at a glance

Explore Dashboards

Pulse

Portfolio health, trend, schedule performance, and ranked risks

Explore Pulse

Project Insights

A written briefing on one project, to read, hear, or email on

Explore Project Insights

Reports

Portfolio and project reports as PDF, document, or spreadsheet

Explore Reports

Board View

Paid

Kanban board with drag-and-drop status updates

Explore Board View

Gantt Charts

Timeline view for project planning

Explore Gantt Charts

Calendar

Shared team calendar tied to your project dates

Explore Calendar

Automations

Paid

Rule-driven actions on task and change-request events

Explore Automations

Time Tracking

Paid

Timers and manual entries recorded against tasks

Explore Time Tracking

Scheduling

Paid

Bookable availability slots with automatic invitations

Explore Scheduling

Forms

Paid

Intake forms that create change requests or tasks routed to an owner

Explore Forms

Docs

Paid

Rich text documents with explicit saves and a restorable version history

Explore Docs

Wiki

Paid

A nested knowledge base with a page tree, breadcrumbs, and version history

Explore Wiki

Whiteboards

Paid

Shared freehand boards with shapes, sticky notes, and text the whole team can draw on

Explore Whiteboards
Arranged by outcome

Exclusive feature map

Scan the full HelixSync workspace in one place, then use the surrounding story to understand how the pieces connect from intake to reporting.

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YOUR NEXT CHAPTER

Let the whole workspace come together.

Start with one workflow. Connect the rest of your project operations as your team grows.