The Log and your records

The Log

Open Log in the app. Each row is one record, showing:

• its current stage, who it's with, and when it's due
• the latest thing that happened to it, who did it, and why, such as the message that caused it

Search by record or stage, or narrow it to one workflow.

Needs you sits on top. It holds records waiting on your approval, records that are stuck, and anything else waiting on you.

When Helmior got something wrong

Every change Helmior made is in the Log with its reason. If the rule behind it should be different, admins can click Adjust next to it. That opens the workflow's conversation with a sentence ready to finish, such as "Things going into Won need approval from …", so the fix is one message.

To take back a single move, say undo in chat. See Confirmations, undo and removing records.

A record

Click a row to open the record:

• Details. The title, description, due date, who's on it, and any details Helmior noted from chat.
• Files. Photos and documents sent with messages about it.
• Comments. Notes the team left, including progress Helmior wrote down from the record's thread.
• History. Every stage change and update, and who made it.

Editors and admins can change the details and add comments. Admins can delete a record permanently, after a second confirmation.

Adding a record by hand

Most records start from chat, but you can also click New record in the Log when one workflow is selected.

Home

Home shows how the work is going across the workspace over 7, 30 or 90 days:

• work started and finished each week, and the win rate
• how much Helmior did itself
• who's carrying what
• recent activity, and the work in each workflow
• Where work waits, the stages records sit in longest

For anything else, ask in Chat: "how many deals did we win this month?" or "who has the most open work?"

Frequently asked questions

Who can see what?

Admins, editors and members see every workflow. People with Limited access see only the records they're on or raised. See Add people so Helmior recognises them.

Is there a board view?

No. The Log replaces the board, and Preview on a workflow shows how many records sit in each stage.