Help Articles
Using Tags for Task Organization in Atarim
Step-by-Step Guide 1. Adding Tags to Tasks Description: Adding tags allows you to group and filter tasks based on your workflow needs, such as task
How to Set Up and Customize Projects in Atarim
Step-by-Step Guide 1. Create a new Project Set up your first project using Atarim’s flexible creation methods. Instructions: Tip: Opt for URL-based collaboration for quick
Visual Collaboration Tools Overview
Step-by-Step Guide 1. Visual Commenting Description: Users can click directly on any element of a live website or design and leave a comment. This creates
How to Invite Team Members in Atarim
Step-by-Step Guide 1. Inviting Users from the Project Page The most common way to invite team members and clients is directly from the project page
Managing Your Account Settings in Atarim
Step-by-Step Guide 1. Accessing Your Account Settings You can access the account settings from the main Atarim dashboard. Instructions: Note: Make sure you have administrative
Understanding User Roles and Permissions in Atarim
Step-by-Step Guide 1. Overview of Roles in Atarim Below is a breakdown of the main user roles available in Atarim and their capabilities: Permission Administrator
Navigating the Atarim Dashboard
Step-by-Step Guide 1. Understanding the Main Menu The main menu on the left-hand side provides access to your workspaces, notifications, tasks, and settings, etc. The
Setting Due Dates and Prioritizing Tasks in Atarim
Step-by-Step Guide 1. Setting Due Dates for Project Stages Assigning due dates to project stages ensures alignment and accountability across teams. Instructions: Tip: Break the
How to Use the Annotation Tools for Feedback in Atarim
Step-by-Step Guide 1. Access the Annotation Tool Description: Begin by navigating to the task where you want to leave feedback and open the annotation editor.
How to Review and Respond to Client Feedback
Step-by-Step Guide 1. Begin with the Project Screen The Project Screen provides an overview of all active projects, including the total open task count. This
Customizing Atarim to Fit Your Workflow
Step-by-Step Guide 1. Setup Workspaces for Large Clients Workspaces in Atarim allow you to separate and customize settings for different clients or departments. This feature
Client Approval Workflow in Atarim
Step-by-Step Guide 1. Prepare Tasks for Client Review Before sending tasks for approval, ensure all necessary work is complete and reviewed internally. Instructions: 2. Move
