Dashboard
Run every project, task and report from one place.
Managing Your Workspaces
Note Workspaces are not the same as projects. A project is a single website or piece of work inside a workspace. If you only
Dashboard · 17 min read
Projects Screen Overview
One workspace at a time The screen shows the projects in your current workspace only. If something is missing, check the workspace switcher at
Dashboard · 16 min read
Project Stages
Note on wording The menu calls these Project Stages, and the panel that opens calls them Milestones. They are the same thing, a named
Dashboard · 10 min read
Boards: Projects, Pages and Tasks
Three kinds of boards Boards has three tabs at the top, and each tab has its own boards. The cards, the built-in boards and
Dashboard · 17 min read
Canned Responses
Step-by-Step Guide Responses and Prompts Are the Same Feature Both live under Responses & Prompts, both are created the same way, and one switch separates
Dashboard · 8 min read
How To Merge Projects
Note Merging transfers tasks, it does not combine projects. Both projects still exist afterwards, and neither is deleted. If you want to remove the
Dashboard · 9 min read
Archiving Projects
Archiving frees a project slot If you are at your plan’s limit, archiving finished work is almost always cheaper and faster than upgrading —
Dashboard · 9 min read
Autologin
Note Auto-login only works on sites connected with the WordPress plugin. Projects added by URL cannot use it, because there is nothing running on
Dashboard · 9 min read
Adding DNS Records to Verify Your Domain
Step-by-Step Guide What Domain Authentication Actually Does Setting up the Atarim Inbox has two halves, and they’re easy to confuse: You can use the
Dashboard · 15 min read
Analytics & Metrics
Who this is for Analytics is permission-gated. By default Owners and Administrators see it and Team Members don’t. If your role does not carry
Dashboard · 8 min read