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Last Updated On 2025-02-05

Using Tags for Task Organization in Atarim

Streamline your projects by categorizing tasks with tags in Atarim.

Managing tasks across multiple projects in Atarim can become overwhelming without proper organization. By using tags, you can categorize tasks, making them easier to filter, prioritize, and track. Tags provide a flexible system to identify tasks based on urgency, project phase, or any custom category you define, ensuring that your team stays on top of the workload.

Relevant For

  • Project Managers
  • Design Leads
  • Team Members

Prerequisites

Familiarity with Atarim’s dashboard and task management features.
  • Access to the Atarim dashboard and at least one active project.

What Are Tags?

Tags in Atarim are customizable labels that help categorize tasks across projects. By applying tags to tasks, you can group them based on priority, task type, or specific stages in your workflow. This makes it easier to filter tasks and manage them efficiently, ensuring nothing slips through the cracks.

Step-by-Step Guide

1. Adding Tags to Tasks

Instructions:

  • Open a project from your Atarim dashboard and click on a task you want to categorize.
  • In the task window, locate the Tags section.
  • Click the Add Tag button.
  • Type the name of the tag you want to create or select from an existing list of tags.
  • Press Enter to apply the tag to the task.

Tip: Use descriptive tags such as “High Priority,” “Design Review,” or “Client Feedback” to help your team quickly identify the task’s purpose.

2. Managing and Editing Tags

Instructions:

  • Open the task where the tag is applied.
  • In the task’s Tags section, click on an existing tag to edit or remove it.
  • To delete a tag, click the X next to the tag. It will be removed from the task.

Tip: Regularly review and update tags to ensure they accurately reflect the current status or phase of a task.

3. Filtering Tasks by Tags

Instructions:

  1. Navigate to the Board page from the main Atarim dashboard.
  2. Select a specific project to view tasks across the active project.
  3. At the top of the board, you will see various filters, including the Tag Filter.
  4. Click the Tag Filter dropdown and select the tag you want to filter by. The board will update to show only tasks that have the selected tag.

Tip: Filtering by tags such as “Urgent” or “Client Approval” helps you focus on critical tasks across projects, ensuring that your team prioritizes the most pressing items first.

FAQs

Can I use multiple tags for a single task?

Yes, Atarim allows you to add multiple tags to a task for better categorization.

Can tags be shared across all projects?

Yes, tags are global and can be applied to tasks across all projects.

How do I ensure consistent tagging across my team?

Establish a standard naming convention and communicate it to your team.

Tips & Tricks

  • Create Consistent Tagging Systems: Establish a standard set of tags that your team will use across projects to maintain consistency. For example, use tags like “Bug Fix,” “Feature Development,” or “Client Approval” in every project.

Summary

Tags are essential for organizing tasks in Atarim. By creating a structured system of tags, you can easily categorize tasks, filter for specific actions, and streamline your project management. Start using tags today to improve your workflow and ensure that nothing is overlooked.

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