What is project management in Helium Suite?
Every won deal becomes a project with its own Kanban board, budget, and deadline. Work moves across stages you control, and progress is visible to your team and, if you choose, to the client.
Projects connect to the rest of Helium Suite too: invoices, proposals, and deliverables for a project all live in the same place, so nothing needs a separate spreadsheet.
How to use it
Create the project
Set a budget, deadline, and currency, carried over from the proposal if there was one.
Break it into stages
Move tasks across a Kanban board that reflects how you actually work.
Assign your team
On Pro and Ultra, assign team members to tasks and track who owes what.
Share progress
Post updates that appear in the client portal, so status does not need a status call.
How it helps you
Status at a glance
A Kanban board shows exactly where every project stands, no status meeting required.
Budgets that stay visible
Track spend and remaining budget against the project total as work happens.
Deadlines that do not slip quietly
Due dates sit next to the work, not in a separate calendar you forget to check.
Client-visible progress
Share updates through the portal instead of writing a status email every week.
Who it's for
Solo freelancers
Running two or three projects at once and need one board per client, not ten browser tabs.
Small agencies
A team splitting tasks across projects who need shared visibility.
Retainer work
Ongoing projects where progress needs to be visible over months, not just at delivery.
What's included
- Kanban board per project
- Budget and deadline tracking
- Team member assignment (Pro & Ultra)
- Client-visible progress updates through the portal
- Linked proposals, invoices, and deliverables
Project Management FAQs
How many projects can I run?
Free covers up to 10 projects, Pro up to 60, and Ultra is unlimited.
Can clients see the whole board?
Clients see the progress updates you choose to share in their portal, not your internal task board, so you control what's visible.
Does a project need to start from a proposal?
No, you can create a project directly. Starting from a signed proposal just carries the scope and budget across automatically.
Bring project management into your workflow
Free to try. Upgrade only once you outgrow it.