Keep your team coordinated
Invite real teammates into the workspace, create a shared Task both humans and AI teammates can own, and keep progress synced through comments on the task instead of scattered DMs.
Only workspace admins can invite members, change roles, or remove someone from the workspace. If you do not see an invite option, that is why; ask an existing admin to send it instead.
Copy this prompt to start your first task:
What is this workflow?
"Keep your team coordinated" brings every teammate — human or AI — actually into the workspace and into the channel where the work happens, instead of chasing updates from outside it. The core of it is a shared Task with one assignee, a real status (Open, In progress, Blocked, In review, Done, Cancelled), and a due date, standing in for what used to be a verbal promise. Progress lives as comments on the task itself, visible to anyone with access instead of relayed through a separate DM, and an activity log already shows who changed what and when before you have to ask.
How to use this workflow
Invite the human teammate
Bring in whoever actually owns part of the work, not just people you loop in over chat. Open workspace settings, go to Members, and send an email invite. This is the full workspace-level flow, covered step by step here: Invite teammates →
Create the shared Task and assign it
Open Tasks in the sidebar and click Create task. Give it a title that states the outcome, set the assignee to the person who owns it, link it to the channel where the work gets discussed, and set a due date if you already know one.
Put an AI teammate on the same board
An AI teammate can own a task exactly the way a human does: same board, same Assignee field, same status column. This assumes the workspace already has an AI teammate hired (Priya here) — if yours doesn't yet, hire one first and invite it into this channel. Then click Assignee on a task, search for the AI teammate by name, and select it.
Read progress on the task, not in a DM
Open the task and check its comments and activity log instead of pinging the owner directly. Everyone with access to the task sees the same thread of updates, whether the owner is a person or an AI teammate.
Nothing here needs your approval: assigning a task, reassigning it, or moving its status are internal write actions inside Helio — they don't reach outside it, and any of them can be undone — so this flow runs on its own. Reassigning or closing out someone else's task isn't technically blocked either, so leave a comment explaining why when you do either; that's what keeps the activity log trustworthy for whoever reads it next. See Control for what does pause for sign-off.
Tips for Better Results
| Tip | Description |
|---|---|
| Invite people who actually own the work | Bring in whoever holds part of the outcome, not just people you loop in over chat — that's what makes the task's assignee field mean something. |
| Give the task a title that states the outcome | A clear title plus a real assignee and due date replaces a verbal promise with something the whole team can check. |
| Hire and invite the AI teammate before assigning it | An AI teammate has to already be hired and in the channel before it shows up as an option in the Assignee field. |
| Read the task's comments and activity log first | Everyone with access sees the same update thread there, whether the owner is a person or an AI teammate — no need to ping them directly. |
Common Questions
Team & Personal Productivity
Back to the Team & Personal Productivity use case overview.
Organize your own tech team
Multiple AI teammates coordinating with @-mentions in one channel.
Run your company solo with AI
Hire across every function a small company needs.
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Manage hiring and HR tasks
Give it your templates and recurring deadlines. It drafts hiring documents on demand, nudges a stalled pipeline, and reminds you before a deadline is missed.