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Best Practices for Project Management in Atarim

Efficient project management practices in Atarim for seamless collaboration and workflow automation.

Atarim team Updated 29 Jul 2026 · 3 min read
Tips, Tricks, and Best Practices
Atarim project board organised into clear delivery stages
Before you start

Relevant for

  • Project Managers
  • Design Leads
  • Team Members

Required knowledge

  • Basic familiarity with the Atarim dashboard and task management.

Tools & resources needed

This article covers best practices for utilizing Atarim’s project management tools to optimize workflows, track time, and streamline communication with your team and clients. It’s designed for Project Managers, Design Leads, and Team Members looking to enhance project efficiency and productivity.

Step-by-Step Guide

1. Defining Project Goals and Milestones

Start by setting up project goals and due dates within each project block on Atarim’s Project Page. This setup is crucial to ensure clarity and alignment across teams.

Instructions:

  • Go to the Project screen and locate the relevant project block.
  • Go to Project settings inside that block.
  • Define the project’s objectives/stages along with due dates directly within the block.
    • Milestone Deadlines
    Creating Milestone
    Tip
    Review and update project goals regularly so the team stays aligned. Learn More About Project Stages

    2. Setting Up Tasks and Organizing Workflow

    Use Atarim’s task management tools to create tasks, track their status, and communicate updates with team members.

    Instructions:

  • Create tasks within the project and assign a team member to each for accountability. Learn How To Create A Task.
  • Add comments to give ongoing updates and feedback on each task.
    • Leaving feedback
    Recommendation
    Break large tasks into smaller ones. Progress becomes visible, and nothing sits at ninety per cent complete for a week.

    3. Using the Kanban Board for Visual Task Tracking

    Atarim’s Kanban boards help visually organize tasks by priority and status, making it easy to monitor project progress.

    Instructions:

  • Open your project’s Kanban view.
  • In Status view, drag tasks between columns such as To Do, In Progress, and Done.
  • In Priority view, drag tasks between Critical, High, and Medium.
  • Filter by team member or priority to narrow your focus.
    • Task Tracking in Board View
    Tip
    Hold a weekly review to update task statuses and mark off completed milestones.

    4. Leveraging Workflow Automation

    Automate recurring actions with Atarim’s Workflow feature. Set triggers to send notifications, emails, or updates to third-party tools such as Slack or ClickUp. Learn More About Workflows.

    Instructions:

  • Go to Workflow page from the main dashboard.
  • Set triggers for tasks, such as “Status Change” or “New Comment.”
  • Integrate with tools like Slack for instant updates.
    • Setting up Workflow
    Tip
    Use automated workflows to keep third-party tools in sync, rather than updating both by hand.

    5. Tracking Time with the Timer

    Monitor time spent on tasks for resource planning and billing.

    Instructions:

  • Start the timer when beginning a task from the Task Detail Section, available on both the Inbox and Board pages.
  • Stop the timer upon task completion to log hours.
  • View all logged hours on the Time Entries Page, where you can review and track entries across tasks and projects.
    • Time Tracking
    Marking it as billable and completing the task
    Time Entries
    Tip
    Use the Time Entries screen to check billing accuracy and see where time is actually going.

    FAQs

    Can I customize the Kanban board columns?

    No, columns are fixed to maintain consistency across workflows.

    How can I notify my team about task updates?

    Open team member’s profile inside People page and enable notifications for which you wish to update the team member.

    Can I integrate Atarim with other tools?

    Yes, Atarim supports integrations with Slack, Asana, and ClickUp.

    Conclusion

    Following these practices in Atarim will improve task organization, streamline workflows, and enhance client collaboration. By effectively using Atarim’s tools, teams can achieve faster project completion and clearer communication.

    Tips & best practices

    • Tip 1: Schedule regular team reviews to check on task progress and realign priorities.
    • Tip 2: If a workflow isn’t triggering, verify that all conditions and permissions are set correctly.

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