Project Stages

Step-by-Step Guide:

1. Navigate to the Project Milestones Section

Instructions:

• Open your Project Dashboard in Atarim.

Tip: If you don’t see the Milestones section, ensure you have the right permissions to manage projects.

2. Create a Milestone

Each milestone represents a key stage in the project, keeping teams and clients aligned on deliverables.

Instructions:

• Click on “Create Milestone.”
• Enter a clear name for the milestone (e.g., “Homepage Review,” “Final Approval”).
• Set a due date to define the deadline.
• Click “Save” to confirm.

Tip: Use descriptive milestone names that indicate specific actions (e.g., “Client Feedback Round 1” instead of “Checkpoint 1”).

3. Add Multiple Stages

To break the project into structured phases:

• Click “Create Milestone” again for each stage.
• Examples of typical stages:
  • Stage 1: Homepage Review (Due in 3 days)
  • Stage 2: Second Revision (Due in a week)
  • Stage 3: Internal QA (Before launch day)
• Save & Monitor Progress

Tip: Set internal deadlines a day or two before client-facing deadlines to allow room for adjustments.

Where Do Project Milestones Reflect?

Milestones are visible across different sections of Atarim for transparency:

1. Project Dashboard: Displays milestones in a linear format to show overall project progress.
2. Project Cards: The nearest due milestone is highlighted for immediate visibility.
3. Client View: Clients see pending milestones, and overdue ones turn red, prompting timely feedback.

Tip: Share project milestones with clients upfront to set expectations and avoid last-minute surprises.

Editing & Updating Project Milestones

Modify Milestones Anytime

1. You can edit milestone names or adjust due dates as needed.
2. Tasks within a milestone can be dragged and reordered for easy restructuring.

Marking a Milestone as Complete

1. Each milestone has a completion checkbox to track progress.
2. Once a milestone is marked “Complete”, the system shifts focus to the next due milestone.
3. Incomplete past milestones remain visible as overdue tasks.

Tip: Regularly review milestones during team check-ins to stay on track.

Completing the Project

1. Mark All Stages as Complete

• Ensure that all project milestones are checked off.
• Verify that no overdue milestones remain.

2. Archive or Delete the Project

• Archiving: Retains project data for future reference.
• Deleting: Permanently removes the project (only recommended when absolutely necessary).

Tip: Archive completed projects instead of deleting them to maintain a record for future reference.

FAQs