How to Review and Respond to Client Feedback
Efficiently manage client feedback with Atarim’s filtering and task management tools.
Relevant For
- Project Managers
- Design Leads
- Team Members
Prerequisites
- Access to Atarim’s Project Screen, Inbox Page, and Board Page.
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 helps you identify which projects need attention.
Instructions:
- Navigate to the Project Screen in Atarim.
- Review the open task count for each project to determine priority.
- Use filters to sort projects by the most recent tasks, ensuring urgent items are addressed first.
Tip: Check this screen regularly to prioritize projects efficiently.
2. Use Filters on the Inbox Page to Focus on Key Tasks
The Inbox Page allows you to filter tasks by status and priority, ensuring you focus on what needs attention first.
Instructions:
- Open the Inbox Page and select the relevant project.
- Apply filters:
- By Status: Focus on tasks marked as Open or In Progress.
- By Priority: Address tasks in the following order—Critical, High, Medium, then Low.
- Respond to feedback or make updates as needed.
- Once completed, move tasks to Pending Review for client evaluation.
Recommendation: Always ensure that tasks are moved to Pending Review once done, so clients can approve or provide further feedback.
3. Organize and Prioritize Tasks Using the Board Page
The Board Page gives a visual overview of tasks, helping you categorize and prioritize client feedback easily.
Instructions:
- Go to the Board Page for the project.
- Drag and drop tasks between status columns: Open, In Progress, Pending Review, and Complete.
- Filter tasks by urgency to address Critical and High priority tasks first.
- Use tags to filter tasks for specific client feedback or team actions.
Note: Keeping tasks organized and prioritized ensures that high-impact feedback is addressed promptly.
4. Leverage Automatic Email Notifications
Atarim’s automatic email notifications keep your team informed of new feedback, ensuring no comments or tasks are overlooked.
Instructions:
- Regularly check email notifications for updates on new feedback.
- Customize notification settings in Atarim to ensure relevant updates are sent to the right team members.
Tip: Encourage your team to act promptly on notifications to maintain project momentum.
5. Use Custom Tags for Better Task Management
Tags help categorize and manage tasks more effectively, particularly when specific client requirements or feedback need to be tracked.
Instructions:
- Look for custom tags added by clients or team members.
- Communicate the purpose of tags clearly to ensure consistency across the team.
- Apply the tag filter to sort tasks by specific tags.
Recommendation: Use tags for recurring feedback themes to quickly identify similar tasks and address them collectively.
FAQs
Use filters on the Inbox and Board Pages to sort tasks by urgency and status, starting with Critical items.
Respond promptly to the client with specific questions to clarify their expectations and avoid delays.
Communicate with the client to understand the purpose of the tags and use the tag filter to manage these tasks efficiently.
Yes, you can change task statuses and assign tasks directly from the Inbox Page for quicker management.
Tips & Tricks
- Tip 1: Always prioritize Critical and High priority tasks first to address the most pressing client feedback.
- Tip 2: Move completed tasks to Pending Review for client evaluation to maintain a streamlined workflow.
- Tip 3: Regularly update task statuses to ensure clients and team members have visibility into progress.
Common Issues
- If feedback is unclear, request clarification from the client to prevent delays.
- Miscommunication on tags or task priority can slow progress—resolve this by ensuring clear instructions are given.
