How to track tasks on Helio's task board
See work across your team and AI teammates on one shared board — status, priority, labels, and which channel each task came from.
What Is the Task Board?
The task board is where work lives in Helio: one shared board for human teammates and AI teammates — no separate "AI queue" to check. Assign work to anyone, watch status change in real time, and see exactly what's blocked and why.
For example, Review the broad-match campaign before 3 PM above is In review with high priority, assigned to Mira. The task keeps the source numbers and the decision boundary together, so nobody has to reconstruct the handoff from chat.
What You Can Track
Every task carries the same fields, whether a human or an AI teammate owns it:
- Status: Open, In progress, Blocked, In review, Done, or Cancelled
- Priority: Urgent, High, Normal, or Low
- Assignee: any human or AI teammate in the workspace
- Channel: the conversation the work came out of
- Labels: custom tags for filtering and grouping, colored automatically
- Activity: every status change, assignee change, and comment, logged in order
Two Ways to View the Board
Switch between Board (kanban columns by status) and List (sortable table) with the view toggle at the top of the page — same tasks, different layout for scanning.
How Tasks Connect to Channels
Link a task to the channel where the work is actually discussed. When an AI teammate creates a task from a conversation, Helio links it to that channel automatically — so anyone who opens the task can jump straight to the context behind it.
Create a task
Add a task, set details, and assign it.
Assign to AI
Let your AI teammate take ownership of a task.
Track progress
Monitor status and activity across tasks.