Atarim for Clients and Stakeholders: How to Provide Clear Feedback

Providing clear feedback is critical for successful collaboration in any project. Atarim makes it easy for clients and stakeholders to communicate their input through visual collaboration tools, task creation, and intuitive workflows. This guide helps clients use Atarim effectively to ensure their feedback is precise, actionable, and timely.

Step-by-Step Guide

1. Provide Visual Feedback on Websites

Atarim allows clients to leave precise comments directly on webpages, ensuring feedback is clear and actionable.

Why It’s Important: Contextual feedback saves time by eliminating back-and-forth clarifications and ensures tasks are actionable.

Instructions:

Open the project link shared by your team.

Click directly on the part of the webpage you want to comment on.

Type your feedback in the comment box and click Submit.

Example Use Case: A client clicks on a misaligned button on the webpage and leaves a comment: “Please adjust this button to align with the text above.” It will auto capture the screenshot of the location with highlighting the clicked element.

2. Collaborate on Images

Atarim supports feedback on uploaded designs, such as logos or mockups, ensuring clarity in design approvals.

Why It’s Important: Feedback on specific visual elements ensures accurate revisions and speeds up design approval processes.

Instructions:

Access the image shared by the team in the collaboration space.

Click on any part of the image to leave a comment.

Add any necessary details and click Submit to create a task.

Example Use Case: A client leaves a comment on a logo design: “Change the color of the text to match the brand guidelines.”

3. Create Comments and General Tasks

Clients can provide feedback as inline comments on specific elements or as general tasks for broader feedback.

Why It’s Important: This flexibility ensures that all types of feedback are captured, whether tied to specific elements or general project goals.

Instructions:

Use inline comments for feedback related to specific parts of the webpage or design.

Create general tasks by clicking on New Task in the dashboard for feedback that doesn’t require a specific location.

Example Use Case: A client adds a general task: “Ensure the FAQ section includes a link to customer support.”

4. Simplified Collaboration for Non-Tech Users

Atarim’s intuitive interface makes it easy for clients to provide feedback without requiring technical expertise.

Why It’s Important: Reducing the learning curve ensures timely feedback, even from stakeholders with minimal technical skills.

Instructions:

Use the shared link to access the feedback platform directly—no login required. If invited, the system will auto login stakeholder without needing to go through login process.

Click on any element that requires change to leave feedback.

Example Use Case: A client with no prior experience in project management tools successfully leaves feedback on a webpage within minutes of receiving the link.

5. Manage Permissions with Conditional Access

Admins can manage permissions to ensure clients only see the features relevant to them.

Why It’s Important: Conditional access prevents clients from viewing sensitive or irrelevant information, maintaining project security.

Instructions:

Admins can set permissions in the project settings to control features visibility for clients.

Mark task internal for private discussions among the internal team. This feature is only available on the paid plan.

Example Use Case: A client sees only their assigned tasks, while internal comments remain hidden to maintain focus.

6. Track Project Stages and Deadlines

Shared project stages allow clients to stay informed about deadlines and provide feedback on time.

Why It’s Important: Aligning clients with project timelines ensures feedback is provided promptly, avoiding delays.

Instructions:

Include milestones in the project view for clients to see.

Use notifications to remind clients of approaching deadlines for feedback.

Example Use Case: A client reviews a milestone for “Homepage Draft Submission” and provides comments ahead of the feedback deadline.

7. Use Annotations and File Uploads

Clients can annotate directly on designs or webpages and upload supporting files for additional clarity.

Why It’s Important: Combining annotations and file uploads reduces ambiguity and improves task clarity.

Instructions:

Click on the annotation tool to highlight specific elements needing attention.

Use the upload option to attach files, such as reference images or text documents, to your feedback.

Example Use Case: A client highlights a section of a mockup and uploads a PDF of their brand guidelines for reference.

8. Choose Between Public and Private Collaboration

Clients can interact with Atarim using either public links or as collaborator (using invitation) based on the collaboration mode set by the team.

Why It’s Important: Flexibility in access modes ensures that clients can engage conveniently while maintaining data security.

Instructions:

Use public links for quick, login-free access to review and comment.

Log in via email for private collaboration to receive updates and manage tasks.

Example Use Case: A client uses a public link to quickly leave feedback on a website draft without creating an account.

FAQs

Conclusion

Atarim’s tools empower clients and stakeholders to provide clear, actionable feedback, improving communication and ensuring project success. By using the features and practices outlined in this guide, you can collaborate effectively, reduce misunderstandings, and contribute to the timely delivery of high-quality results.