Help center
Open dashboard

How to Manage Tasks in Atarim

Everything a task holds, and how to move it from a comment on a page to a piece of finished work.

Atarim team Updated 29 Jul 2026 · 13 min read
Managing Projects
The Atarim inbox task list with filters and task details
Before you start

Relevant for

  • Everyone who works in Atarim — project managers, designers, developers, and support.

Required knowledge

  • None. This is the core article on how work moves through Atarim.

Tools & resources needed

  • An Atarim workspace with a project that has some tasks in it.

Everything in Atarim ends up as a task. A client selects a button and complains about the spacing, an AI review flags a contrast problem, an email arrives from a stakeholder — all of it lands in the same place, in the same shape.

That is the point. One kind of thing to manage, wherever it came from.

Three Places to Work with Tasks

The same tasks appear in three views. None of them owns the task — they are different shapes for different jobs, and a change in one shows immediately in the others.

ViewBest for
InboxReading through detail and replying — a list you work down.
BoardsSeeing where everything stands and moving work along by dragging.
CollaborateWorking on a task in the place it was raised, on the page itself.
Tip
Use the Inbox to triage and Boards to run the week.

What a Task Holds

A task is more than a line of text. Most of what it carries was captured automatically when the feedback was left.

FieldWhat it is for
ScreenshotA snapshot of what was seen when the task was made, so the page can change without losing the context.
StatusWhere the work has got to.
PriorityHow urgent it is.
AssigneeThe one person responsible for doing it.
Notified peopleAnyone else who should hear about it.
TagsYour own categories, for filtering and reporting.
Due dateWhen it is expected to be done.
Technical detailsElement path, screen resolution, browser, and operating system — captured automatically.
CommentsThe conversation, including internal notes and attachments.
Note
If the screenshot does not quite match what the reviewer saw, the Chrome extension captures more accurately. Learn More About The Chrome Extension

Moving a Task Through Its Statuses

Four statuses, presented as a slider so the sequence is obvious rather than a list of unrelated options.

StatusMeans
OpenRaised, not started.
In ProgressSomeone is working on it.
ReviewDone, waiting on a check or client approval.
CompleteFinished and agreed.
  1. Open the task in any of the three views.
  2. Move the status slider to the stage the work has reached. The change saves immediately and everyone else sees it.
  3. On Boards, drag the card between columns instead — it does the same thing.
Dragging a task card between columns on the Atarim Boards screen
Dragging a card between columns changes its status
Changing status from the Inbox
The same change on the Kanban board
Review is the status that keeps clients moving
It says the work is done and the next move is theirs, which is far clearer than leaving something In Progress while you wait.

Priority

Four levels, set independently of status — a task can be Open and Critical, or In Progress and Low.

PriorityTypically means
LowWorth doing, no deadline pressure.
MediumNormal work in the queue.
HighNeeds attention this week.
CriticalBlocking something, or client-facing and broken.
Setting priority from the Inbox
The same control in Board view
Status and priority are a paid feature
Gated as Task Status & Priority. On plans that do not include them, the controls open an upgrade panel naming the plan required.

Assigning and Notifying

One person is responsible for a task. Everyone else who needs to know gets notified instead, which keeps the assignee field meaningful.

  1. Open the task and find the Assign Team Member control.
  2. Search for the person and select them. Only people assigned to the project appear in the list.
  3. Add anyone else who needs visibility to the notified people. They receive updates without owning the work.
Assigning from the Inbox
Assigning from Boards

Assignment is covered in full separately. Discover Assigning Projects And Tasks

The Conversation on a Task

Comments are where most of the work happens. The comment box carries more than text.

ControlWhat it does
CommentPosts a reply everyone on the project can see.
Add internal notePosts a comment only administrators and team members can see.
AttachAdds a file to the conversation.
AnnotateMarks up a screenshot and attaches it as a comment.
Voice inputDictates a comment instead of typing it.
Canned responseInserts a saved reply from your templates.
Posting a comment on a task
Switching a task to internal
Adding an internal note
Atarim warns you about forgotten attachments
If your comment mentions an attachment but none is added, it says so before you post. Worth heeding — it is a common mistake. Guest comments are labelled Guest, so it is always clear which contributions came from outside your team. Discover Internal Tasks And Private Notes

Editing and Deleting Comments

  1. Open the Actions menu on a comment.
  2. Choose Edit to change it. An edited comment is marked Edited, so the history stays honest.
  3. Choose Delete to remove it. A confirmation appears first.

Canned Responses

If you find yourself typing the same reply repeatedly — “thanks, we’ll take a look”, “this is live now, can you confirm?” — save it once and insert it instead.

  1. In the comment box, open the canned response control. Your Canned Response Templates open, with a search box.
  2. Find the template you want and select Use Template. The text is inserted, ready to edit before posting.
  3. To build your library, select Add a Canned Response.
Recommendation
Set canned responses up as a team rather than individually. Agreeing the three or four replies everyone sends keeps your client communication consistent, not just faster. Canned responses are a paid feature.

Renaming a Task

Tasks created from feedback take their title from what the person wrote, which is rarely a good task name. Renaming keeps a list scannable.

  1. Open the task from the Inbox or Boards.
  2. Select the task title at the top of the panel. It becomes editable in place.
  3. Type the new name, then press Enter or click outside the field. The change saves automatically.
The title becomes editable in place
Recommendation
Rename anything vague as you triage. “Can we change the color to something else?” becomes “Change CTA button colour on homepage” — and the board becomes readable at a glance instead of needing every card opened.

Tags and Pinning

Tags are your own categories, and they are what makes filtering useful later. Type a new tag and press Enter to create it.

  1. Open the task and find Add Tags.
  2. Type a tag name. Existing tags are suggested as you type; press Enter to create a new one.
Adding a tag from the Inbox

Pinning flags a task so you can find it again without searching. Select Pin Task on the task, or Pin selected tasks from the bulk toolbar to pin a batch. Unpin Task removes the flag.

Pinning flags a task as important
Tip
Agree a small tag vocabulary as a team and stick to it — five agreed tags beat forty invented ones. Pin what you want to raise at your next client call, then work from the pinned list during the call. Pinning is a paid feature, gated as Pin Tasks As Important.

Due Dates and What Their Colours Mean

A due date is not just a field — the task’s date indicator changes colour as the deadline approaches, so an overdue task is visible without opening anything.

ColourMeansThe tooltip shows
No colourMore than three days away, or no due date set.
OrangeDue within 72 hours.How long is left.
RedOverdue.Exactly how late, such as Overdue by 3 days 4h.
  1. Open the task from the Inbox, Boards, or Collaborate.
  2. Select the Due Date field to open the date picker.
  3. Choose the date. It saves automatically and is visible to everyone on the project.
Setting a due date from the Inbox
The same field in Collaborate
An Atarim task whose due date indicator has turned orange, showing it is due within 72 hours
Orange — due within 72 hours
An Atarim task with a due date more than three days away, shown without a colour indicator
No colour — more than three days away
Red — the due date has passed
Treat orange as the moment to act
Seventy-two hours is enough warning to move a date honestly or push the work through. By the time it turns red, someone has already been let down. The tooltip gives the exact overage, not just “overdue”.

Getting Back to Where a Task Came From

A task tells you what somebody wanted changed. It does not always tell you what they were looking at, which is where the context controls come in.

  • Go To Task — opens the page the feedback was left on, with the task in view. The fastest way to settle “which button did they mean?”
  • Technical Details — the element path, screen resolution, browser, and operating system. If a developer cannot reproduce something, the recorded resolution is usually the answer.
  • Copy task link — a direct link to the task, for sharing outside Atarim.

Remapping a Task to a Different Element

Tasks are anchored to a specific element on the page. If that element changes during development, the anchor stops matching — the task still exists, but Atarim can no longer point at the thing it was about. Remapping fixes it without losing anything.

  1. Open the task in Collaborate, on the page it belongs to. If the anchor has broken, Technical Details shows Element not found on this page.
  2. Expand Technical Details and find the Element Path row. The remap control sits alongside it, tooltipped Remap to different element.
  3. Select the remap control. You are put into selection mode on the page, the same as leaving new feedback — hovering highlights elements.
  4. Select the element the task should now point at. A confirmation reads Task remapped to new element.
  5. Check the pin landed where you expected. If not, remap again — there is no limit.
The remap control sits next to the element path in Technical Details
Choosing the element the task should point at
The pin appears in the right place again
Always remap rather than recreating
Recreating loses the conversation, the history, and the client’s original wording. Remapping keeps all of it and simply corrects where it points. If a rebuild has broken several tasks, work through them in Collaborate on the affected page — you are already looking at the new markup, so each remap is two clicks.

Deleting a Task

Tasks can be removed from any view, and it is worth knowing where the control sits in each because it is not in the same place.

  1. From the Inbox or Boards, open the task and select the delete control.
  2. From Collaborate, scroll to Technical Details and select Delete this task.
  3. Confirm when prompted. The task is removed.
Deleting from the Inbox
Deleting from Boards
Deleting from Collaborate, under Technical Details
Deleted tasks cannot be recovered
Unlike a project, there is no archive for tasks. If a task is simply finished, set it to Complete instead — that keeps the record and the client conversation. Read Before You Delete A Project

Working Through Tasks in Bulk

After a review round, handling tasks one at a time is the slow way. Selecting a batch first turns a morning into a few minutes.

  1. In the Inbox or on Boards, hover a task to reveal its checkbox.
  2. Select the tasks you want, or use Select all visible tasks. The selection respects your filters, which is what makes it safe.
  3. Apply a change from the bulk toolbar — status, priority, tags, notifications, Pin selected tasks, internal, or delete.
  4. Select Deselect all tasks when you are done.
Turning on Select Multiple Tasks & Choosing the tasks to include
Bulk status change
Bulk priority change
Pinning a batch of tasks
Bulk delete
Filter before you select all
Select all visible tasks takes everything on screen after filters. Narrowing to one client or one tag first is what keeps a bulk change from going further than you meant.

Benefits of Managing Tasks This Way

BenefitIn practice
Context arrives with the workThe screenshot, element, page, and browser are captured automatically, so nobody has to ask what was meant.
One place for everythingClient feedback, AI findings, and emails all become the same kind of task.
The conversation stays attachedReplies live on the task rather than scattering across email.
Nothing is unownedOne responsible person per task, with everyone else notified.
Volume is manageableBulk actions turn a forty-task review round into a few minutes of triage.
Deadlines are visibleThe date indicator turns orange at 72 hours and red once overdue.
Clients see only their sideInternal notes keep your working out of their view without moving it elsewhere.

Example Use Cases

SituationWhat to do
A client review lands forty tasksSwitch Boards to priority view, drag them into columns to triage, then assign the urgent ones.
A vague commentUse Go To Task to see what they were looking at before asking them to clarify.
A developer cannot reproduce a bugCheck Technical Details — the screen resolution usually explains it.
The same reply, five times a weekSave it as a canned response and insert it instead.
Work needs quoting before you answerRecord the estimate as an internal note, then reply to the client with the decision.
Preparing for a client callPin the tasks you want to raise, then work from the pinned list during the call.
A board full of unreadable titlesRename tasks as you triage, so the board can be scanned without opening cards.
Closing out a finished roundFilter to the client’s tag, select all visible, and set them Complete in one action.

Known Limitations

  • A task has one assignee. Use notifications for everyone else.
  • Several task features are plan-gated — status and priority, canned responses, internal notes, attachments, and annotations.
  • The screenshot is a moment in time and does not update when the page changes.
  • Only people assigned to the project can be assigned its tasks.
  • Deleted tasks cannot be recovered. Unlike projects, tasks have no archive.
  • Pinning is a paid feature, gated as Pin Tasks As Important.

FAQs

Where do tasks come from?

Client and team feedback in Collaborate, AI reviews, incoming emails, and workflows — all becoming the same kind of task.

Can I assign a task to more than one person?

No. One person is responsible; anyone else can be added to the notified people.

What is the difference between a comment and an internal note?

A comment is visible to everyone on the project. An internal note is visible only to administrators and team members.

Can I edit a comment after posting it?

Yes, from the comment’s Actions menu. It will be marked Edited.

How do I reuse a reply I send often?

Save it as a canned response and insert it from the comment box.

Why can I not see what the client was looking at?

Use Go To Task to open the page in context, and Technical Details for the screen size and browser.

A task says its element was not found. What now?

The page has changed since the feedback was left. Open the task in Collaborate, expand Technical Details, use the remap control, and select the element it should point at now.

Should I remap a task or recreate it?

Remap. Recreating loses the conversation and the client’s original wording; remapping keeps everything and just corrects the anchor.

Can I rename a task?

Yes. Select the title at the top of the task panel, type the new name, and press Enter.

How do I flag a task to come back to?

Use Pin Task. Pinned tasks can be filtered for later, and several can be pinned at once from the bulk toolbar.

Why has a task’s date turned orange or red?

Orange means it is due within 72 hours; red means it is overdue. The tooltip gives the exact amount.

Can I recover a deleted task?

No. There is no archive for tasks, so set finished work to Complete rather than deleting it.

Can I change several tasks at once?

Yes — select them and use the bulk toolbar for status, priority, tags, notifications, pinning, internal, or delete.

Common issues

  • A control shows a lock — that feature is not on your plan. The panel names the minimum plan required.
  • “Screenshot not available” — the capture did not complete. Use Go To Task to see the page as it is now.
  • The screenshot looks inaccurate — install the Chrome extension for more accurate captures.
  • You cannot assign someone — they are not assigned to the project. Add them to it, or to its folder.
  • A task’s pin is in the wrong place — the page has changed. Expand Technical Details, use the remap control, then select the correct element.
  • “Element not found on this page” — the element the task was anchored to no longer exists. Use Remap to element and select its replacement.
  • “Failed to remap task element” — try again. If it persists, check you are on the right page and the site is still connected.
  • “Actions are disabled for this site” — comment actions have been switched off for that project. An administrator can change it.
  • A bulk change hit more tasks than expectedSelect all visible tasks follows your filters. Narrow them first.
  • A task’s date is orange or red — orange is due within 72 hours, red is overdue. Hover for the exact figure.
  • You cannot find a bookmark control — the feature is called Pin Task. Pinned tasks can be filtered for afterwards.
  • A comment says “Edited” — expected. Edited comments are marked so the history stays clear.

Conclusion

Tasks are the unit everything in Atarim reduces to. Learn what one carries — the screenshot, the element, the browser, the conversation — and most questions answer themselves without going back to the person who raised it.

Tips & best practices

  • Use Review rather than leaving finished work In Progress. It tells the client the next move is theirs.
  • Reach for Go To Task before asking a client to clarify. Seeing the page usually answers it.
  • Agree a small tag vocabulary as a team. Consistency matters more than coverage.
  • Build canned responses together so client communication is consistent, not just quicker.
  • Filter before using Select all visible tasks — the selection follows your filters.
  • Remap a mispointed task rather than recreating it. Recreating loses the conversation.
  • Rename vague tasks as you triage — a readable board saves opening every card.
  • Act when a due date turns orange, not red. Seventy-two hours is enough warning to fix it honestly.
  • Complete finished tasks rather than deleting them. There is no archive for tasks.

Related articles