Projects
Turn signed work into organized delivery.
A project is connected to the client and commercial lifecycle from the start — it traces back to the proposal and contract it came from, not a fresh spreadsheet.
Kanban, with context
A board that knows where the work came from.
Projects move across Active, On Hold, Completed, and Cancelled — a familiar board, but every card carries its full history: the proposal it was won from, the contract that started it, and the milestones inside it.
- Drag a card between columns to update status
- Origin trail: proposal → contract → project, always visible
- A financial summary — contracted, invoiced, paid, outstanding — on every project
app.helmbase.app/projects
Projects
Active1
Lee & Co — Website Redesign
Jordan Lee
On Hold0
Completed0
Cancelled0
Milestones & deliverables
Deliverables your client actually reviews.
Submit a deliverable under a milestone, and your client approves it or sends it back from their own portal — no separate file-sharing thread to keep track of.
- Deliverables move to Approved or Changes Requested
- A completed milestone can be invoiced in one click
- Progress your client can see, without asking for a status update
app.helmbase.app/projects/lee-and-co
Lee & Co — Website Redesign
DesignCompleted
Homepage mockupsApproved
Interior page templatesSubmitted
On every project
What comes with every project.
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