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Best Practices for Client Onboarding and Collaboration

Streamline client onboarding and enhance collaboration with Atarim’s intuitive tools.

Atarim team Updated 28 Jul 2026 · 3 min read
Tips, Tricks, and Best Practices
Atarim Add a Client dialog beside the branded invitation the client receives
Before you start

Relevant for

  • Project Managers
  • Design Leads
  • Team Members

Required knowledge

Familiarity with Atarim dashboard and collaboration tools.

Tools & resources needed

  • Access to Atarim workspace, visual collaboration tools, and task management features.

Efficient client onboarding and collaboration are critical for the success of web agencies and internal teams. By reducing feedback cycles and creating a seamless interaction between clients and teams, Atarim empowers users to focus on delivering high-quality projects with ease. This guide outlines best practices for leveraging Atarim’s platform to optimize onboarding and collaboration.

Step-by-Step Guide

1. Utilize Inline Task Creation

Simplify feedback by enabling clients to leave comments directly on specific areas of a webpage or design.

Instructions:

  • Open the webpage or design within Atarim. Learn how to create a project for collaboration.
  • Click on the section requiring feedback.
  • Leave a comment or create a task — Atarim will auto-capture a screenshot and link the task to the exact element.
    • Submitting feedback to create a task

    2. Enable Real-Time Collaboration

    Use Atarim’s visual collaboration interface or Chrome extension to facilitate live feedback sessions.

    Instructions:

  • Invite or share the project link with clients or team members.
  • Use Atarim’s visual interface (or Chrome extension) to comment, create tasks, and resolve feedback instantly.
  • Comments are auto-contextualized with screenshots and element data.

    • Share icon on the collaboration view
    Inviting Guests/Clients

    3. Leverage Automated Screenshots and Metadata

    Each task captures a screenshot and key details (e.g., browser type, screen size), providing essential context for resolving feedback.

    Instructions:

  • Review screenshots and metadata in the task view inside Inbox or Board.
  • Or you can review it on the project frontend.
  • If you’re not able to see the screenshot, make sure you have the feature enabled inside user permission

    • Viewing task details from the Inbox screen
    Automatically capturing a screenshot
    Technical details from the UI of each task
    User permissions

    4. Implement Responsive View Modes

    Preview designs in various device formats (desktop, tablet, mobile) and gather context-specific feedback.

    Instructions:

  • Use the responsive view feature in Atarim.
  • Guide clients to provide feedback on all device formats.
    • Responsive Mode – Desktop View
    Responsive Mode – Tablet View
    Responsive Mode – Mobile View
    Tip
    Prioritize mobile feedback if the majority of users access your designs on smaller devices.

    5. Organize Tasks for Efficient Workflow

    Use Atarim’s drag-and-drop boards, task categorization, and filtering to manage priorities.

    Instructions:

  • Categorize tasks based on urgency, tags, and status.
  • Regularly review the task inbox to stay updated on client feedback.
    • Dragging and dropping tasks from Boards view
    Sorting and filtering tasks
    Tip
    Assign tasks to team members with clear deadlines to ensure accountability.

    6. Define Roles for Clear Communication

    Differentiate between client and team roles to maintain focused and effective collaboration.

    Instructions:

  • Assign clients a simplified view for leaving feedback.
  • Enable team members with advanced tools for managing and resolving tasks.
    • User role assignment
    Tip
    Regularly review role permissions on the People page to avoid confusion.

    7. Set and Share Project Stages

    Use stages to ensure alignment on deadlines and progress.

    Instructions:

  • Create project milestones and share them with clients.
  • Set reminders for upcoming deadlines to keep everyone on track.
    • Milestone Deadlines
    Creating Milestone
    Tip
    Keep track of project stages either from the Project page or from frontend Collaborate.

    FAQs

    How can I onboard a new client to Atarim?

    Share a guided tutorial or walkthrough video available in the Help Center.

    Can clients leave feedback without creating an account?

    Yes, clients can leave feedback through a shareable link without needing to log in.

    How do I track the status of tasks?

    Use Atarim’s task boards to view progress and update task statuses.

    Conclusion

    By following these best practices, you can streamline client onboarding and foster productive collaboration. Atarim’s tools ensure feedback is clear, actionable, and context-rich, allowing your team to deliver projects efficiently.

    Tips & best practices

    1. Proactive Communication: Regularly update clients on progress to build trust and ensure alignment.
    2. Visual Feedback: Encourage clients to use Atarim’s visual tools for precise feedback, reducing miscommunication.
    3. Clear Documentation: Maintain detailed records of client feedback, task progress, and resolved issues for future reference.

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