Version 2.7 – Projects, Clickup Integration & Grouped Notifications

Our second update of 2022 is here and boy oh boy, is it a big one!

We have expanded the options for integrations even further, made some quality of life changes to the Agency Dashboard to make it a smoother experience and implemented the first steps in some of our more intricate features that will be included in future updates over the next few months.

Let’s dive in and see what’s included in version 2.7 shall we?

A New Way To Organize Your Websites

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Previously, if you had a client that owned multiple different websites that were part of your Agency Dashboard or let’s say you wanted to group all of your development sites together, there wasn’t a way to achieve this.

Now you’ll notice on the websites screen, you can create “Projects”. When creating a project, you can name it, assign users to it and then add the websites that you want to sit inside it.

The assigned users will be automatically added to all websites inside a project, making it awesome for organizing your team’s work across the Agency Dashboard. You can also filter the websites screen based on your created projects with a new search bar that is on the website’s screen too.

To add a new project, click on the “Add Project” button in the top right of the websites screen.

You’ll then be asked to name it and assign users. The next button will take you to where you can select the websites you want inside this project. We’ll be expanding this functionality in our next update, giving you more options to make categorizing even better!

ClickUp Integration

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We have added native integration to ClickUp inside your Agency Dashboard! To enable this, you need to go inside your Agency Dashboard settings, hit the integrations tab and connect your ClickUp account.

Once connected, you can do some awesome stuff:

  • Pushing Tasks To ClickUp
    You can push single tasks from both the task center & boards screen into a ClickUp task list, with the option to keep them synced across both platforms. If a comment is made or the status is changed on either side, it will automatically update it on the other.
  • Deploying Tasks From ClickUp
    You can deploy a task list from ClickUp and assign them to a website with a new button on the top bar. When deploying you have the option to assign a user to all tasks if you wish, create them as internal tasks (which will not be visible to your clients), choose the website they are deployed to and turn on sync so changes are reflected on both sides.
  • Pushing Timer Entries To ClickUp
    On the timer entries screen, you can now deploy all entries that are currently visible on the page (these can be filtered via website or other attributes on the righthand side). You can also send single timer entries by clicking on the new icon which is on the right of each entry.

Grouped Email Notifications

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Previously, if you had all notifications enabled, it could feel like you were being bombarded with notifications when tasks were being updated, making it super difficult to even get any use out of them.

To get rid of this issue entirely, we have created grouped email notifications. What does this mean?

Let’s say your client creates a task, the notification waits 15 minutes before sending. If another task is created, or updated, deleted etc. inside that 15 minute window, the timer resets back to 15 minutes. When nothing has been updated for 15 minutes, we fire off a notification that contains a list of all changes that have been made!

Now your inbox will never be filled with single notifications, and the grouped notifications will keep both you and your client up to date on everything that has been done!

New Features + Improvements

✅ [New] Projects
You can now categorize websites inside your Agency Dashboard by adding them to a project. You can name the project, assign users to it and then add the websites which will sit inside it.
By assigning users, they will be added to all of the websites inside a project by default. You can also filter based on projects inside the websites screen with a new search bar.
This is great for keeping things organized, especially if you have clients that own multiple websites inside your Agency Dashboard.

✅ [New] 15 Minute Grouped Email Notifications
Previously, if you had all notifications enabled, it could feel like you were being bombarded with notifications when tasks were being updated.
With the new grouped email notifications, if a task is updated we’ll wait 15 minutes, if another update happens before 15 minutes is up, the timer starts again.
At the end of 15 minutes, we’ll shoot a notification that will list all changes that have been made. Meaning you and your clients will never have an inbox filled with single notifications, instead having an email that contains everything.

✅ [New] ClickUp Integration
You can now link your ClickUp account to your Agency Dashboard inside the settings screen under integrations, by doing so, you’ll unlock a bunch of amazing ways to keep your tasks insync.

  • Pushing Tasks To ClickUp
    You can push single tasks from both the task center & boards screen into a ClickUp task list, with the option to keep them synced across both platforms. If a comment is made or the status is changed on either side, it will automatically update it on the other.
  • Deploying Tasks From ClickUp
    You can deploy a task list from ClickUp and assign them to a website with a new button on the top bar. When deploying you have the option to assign a user to all tasks if you wish, create them as internal tasks (which will not be visible to your clients), choose the website they are deployed to and turn on sync so changes are reflected on both sides.
  • Pushing Timer Entries To ClickUp
    On the timer entries screen, you can now deploy all entries that are currently visible on the page (these can be filtered via website or other attributes on the righthand side). You can also send single timer entries by clicking on the new icon which is on the right of each entry.

✅ [New] Integromat Integration
Furthering your integration options even further, you can now use Integromat natively with Atarim. When creating a new automation, you can create new triggers and actions, choose Atarim as the app and enter your API key that can be found in your integrations settings inside the Agency Dashboard.

✅ [New] User Permissions On Global Settings
To save you even more time, we’ve added the user permissions table to your general settings on the Agency Dashboard. This means you can set them up once, and then apply them to all websites using the global settings, making the setup process even shorter. You can also keep these settings local too if you need to.

✅ [New] Edit & Delete Comments
By hovering over comments that are inside a task on the Agency Dashboard or the Client Interface Plugin, you can now edit and delete comments. If a comment has been edited, it will show an edited tag, and if a comment is deleted, it will show that is has been deleted. Now you can fix those pesky spelling mistakes on your comments.

✅ [Improvement] Automatically Enabling Notifications
With our new 15 minute grouped notifications, we’ve decided to enable notifications by default for users. The risk with this previously was that you and your clients would receive too many, but now you’ll get a single email that contains all updates, making them even more useful than before.

✅ [Improvement] Websites Screen
You now have a few options when hovering over a website on the websites screen with 4 brand new icons.. You can go to your inbox with the website selected, go to the boards with the website selected, directly login to the WP admin of the site or access settings (you can ignore this one for now).

We’ve also added a handy filter on the websites screen where you can organize them based on a few different things: newest or oldest website, newest or oldest task, most tasks first or alphabetical. Making it really easy for you to find what you’re looking for before diving into your inbox.

✅ [Improvement] Plugin Installer Now Default Webmaster
When installing the Client Interface Plugin, the account that does so will be automatically assigned as the webmaster of Atarim inside the website. Previously you had to set this yourself, again making the setup process even smoother! We will also be improving the onboarding experience across the board for both you, your team and clients in a future update.

✅ [Improvement] Settings Screen Restructure
As we continue to further the functionality of the Agency Dashboard with more and more features, the settings screen is expanding. To make it easier to navigate, we have restructured the design to make it easier for you to find what you need.

Bug Fixes & Notices:

  • Push to media folder – Previously, when uploading an image to a task on the front or back-end of a website, you would not be able to push to the media folder, it would only show the button after refreshing. This has now been fixed.
  • Notices – In some instances, notices were showing to activate even if a website was activated, this has been fixed.
  • User deletion – If a user was deleted, this would not be reflected in comments inside tasks. This has now been fixed and replaced with “deleted user”
  • Moving domain – Previously, if you moved a website to a different domain, it would be confusing when trying to activate this website on your Agency Dashboard. Now, if a website is migrated to a different domain, the website becomes invalidated, enabling you to activate it again and add it. Next step is to enable you to merge websites (more on that later).
  • Notification safe mode – In some instances, safe mode was being toggled when global settings were being turn on and off. Note that in the next update, we are removing unsafe mode altogether to ensure that notifications are always being sent!

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