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 is especially useful when working with larger clients who have multiple projects that require unique configurations.

Instructions:

1. Go to Workspace Settings in the main menu.
2. Click Create New Workspace and name it appropriately, such as “Client A Workspace” or “Marketing Department Workspace.”
3. Adjust workspace-specific settings like permissions, branding, and notification preferences.
4. Add projects that are relevant to this client or department under this workspace.

Tip: Use separate workspaces for larger clients to keep their projects and settings distinct, making it easier to manage resources and communications without overlap.

2. Keep Projects Organized with Folders

Folders help you organize projects within each workspace. You can categorize projects by type, phase, or client needs for better project management.

Instructions:

1. Access the Projects settings section in a workspace.
2. Click Create Folder and name it based on your needs, such as “Design Projects,” “Campaigns,” or “Internal Initiatives.”
3. Drag and drop projects into folders for a clear and logical structure.

Tip: Maintain a consistent naming convention for folders to help team members find projects quickly.

3. Choose the Right Project View

Atarim’s Grid View and List View cater to different workflows, allowing you to choose the most effective layout for your team.

Instructions:

1. Navigate to the Project Screen and option projects settings in a workspace.
2. Toggle between Grid View (for a visual overview) and List View (for a detailed, text-based layout).

Tip: Use Grid View for creative projects that benefit from visual organization and List View for more data-focused tasks.

4. Customize Project Stages for Seamless Workflow

Defining custom project stages ensures alignment with your team’s specific processes, improving collaboration and tracking.

Instructions:

1. Open a project page and select the Settings tab from individual project block.
2. Create custom stages, such as “Planning, Design, Review, Approval, and Completion.
3. Apply these stages consistently across related projects for uniformity.

Tip: Standardized stages reduce confusion and help new team members onboard faster.

5. Save Time with Workflows and Automations

Automate routine actions to save time and reduce the chance of errors. Workflows can be triggered by specific activities, such as status changes or client approvals.

Instructions:

1. Access Workflows from the main menu.
2. Create triggers such as:
   • Moving task to “In Progress” when new task is created.
   • Notifying team members when a task is marked “Pending Review”.
   • Send notification to third party app e.g. Slack, when task is moved to “In Progress”.
3. Test workflows to ensure they function as expected.

Tip: Start with simple automations to familiarize your team before implementing more complex workflows.

6. Integrate with Third-Party Apps for Enhanced Notifications

Connect Atarim with third-party apps like Slack, Trello, or Asana to receive updates and keep your team informed.

Instructions:

1. Open Integrations in the Settings menu.
2. Choose the app you want to connect and follow the steps to authorize the integration.
3. Configure notification settings to receive updates in the third-party app, like task status changes or new client feedback.

Recommendation: Use integrations with tools your team already relies on to reduce the learning curve.

FAQs