Help center
Open dashboard

Websites Screen Overview

Your home screen in Atarim — every project you work on, how to add more, and how to find the one you need.

Atarim team Updated 28 Jul 2026 · 12 min read
Dashboard
The Atarim websites screen with the project grid and toolbar
Before you start

Relevant for

  • Anyone using Atarim day to day — this is the screen you will spend most of your time returning to.

Required knowledge

  • None. This article assumes you have just logged in for the first time.

Tools & resources needed

  • An Atarim account, and the URL of a website you want to work on.

The Projects screen is where Atarim opens. Everything you work on lives here as a project — a website, a set of designs, or a page you are collecting feedback on — and every other part of the product is reached by opening one.

You may see this called the Websites screen in older material. They are the same screen — projects is the current term, and it covers more than websites. A project can be a live site connected through the WordPress plugin, a site added by URL, a site connected with a script, or a set of designs and images.

One workspace at a time
The screen shows the projects in your current workspace only. If something is missing, check the workspace switcher at the top of the left navigation before anything else.

What you can add here

Three buttons across the top of the screen create projects, each of a different kind. Which you see depends on your role.

ButtonUse it for
Add SiteAny website, by URL. The quickest way to start.
Add SnippetConnecting a site properly — via the WordPress plugin or a script.
Add DesignImages and design files you want feedback on.
Add a Client does not create a project
A fourth button, Add a Client, sits alongside these but invites a client into your workspace instead. Learn More About Inviting Clients To Collaborate.

Selecting any of these opens its own flow. Add Site is the quickest — enter a URL and the project is created in seconds. Add Snippet offers two connection methods, the WordPress plugin or a custom script, and unlocks more than a URL project can.

Tip
Start with Add Site even if you plan to install the plugin later. A URL project takes seconds, needs no access to the site, and can be connected properly at any point.

Each method has its own requirements and setup steps. Learn More About Creating Your First Project.

What a project card shows

Each project appears as a card carrying several pieces of information at a glance.

On the cardWhat it tells you
ThumbnailAn automatically captured image of the site. Design projects show the design itself instead.
Project nameWhat you named it when adding it.
Assigned peopleAn avatar stack in the corner showing who is on the project. Two faces are shown, with a count for anyone beyond that.
Milestone badgeWhere a milestone is set, its name and how far away the due date is — for example Launch — in 12 days. Its colour reflects how close or overdue it is. Selecting it opens the milestone.
Task countHow much work is outstanding on the project.

Beneath that sits a row of actions.

ActionWhat it opens
ShareInvites stakeholders so they can create tasks on this project.
InboxManages this project’s tasks as a list.
CollaborateOpens the live site with Atarim’s visual feedback tools on top.
BoardsManages this project’s tasks on a Kanban board.
DashboardOpens the project dashboard.

Choosing the right action

Three of the five open the same tasks in different shapes, which is the part that confuses people first time.

If you want to…Use
Point at something on the page and describe the changeCollaborate — the visual layer over the live site
Work through a list of what is outstandingInbox
See work moving between stages, or drag it alongBoards
Bring a client or stakeholder inShare
See the project’s overview, settings, and AI activityDashboard
Tip
Collaborate is the one to try first. It opens the actual website with a commenting layer over it, which is the feature most people come to Atarim for. Inbox and Boards show the same tasks afterwards — nothing is created twice.
Note
A locked project — one beyond your plan’s limit — shows its card but not these actions. The card offers an upgrade prompt instead.
Tip
For WordPress projects connected through the plugin, you can also reach the site’s admin area from Atarim without entering credentials. Learn More About Autologin.

The Project Actions menu

Alongside the five shortcuts, each card carries a menu headed Project Actions. This is where project-level management lives, as opposed to the day-to-day work. What appears depends on your permissions, so two people may see different options on the same project.

ActionWhat it doesRead more
Assign Team MembersChooses who works on this project. Assigned people appear in the avatar stack on the card.Learn More About Assigning Work
Change Project SettingsOpens this project’s own settings, separate from your workspace settings.Explore Project Settings
Set Project StagesTracks the project through its lifecycle. A paid feature — on lower plans this opens an upgrade panel.Discover Project Stages
ArchiveClears the project out of the main view, frees its slot, and keeps everything recoverable.Learn More About Archiving
DeleteRemoves the project and all its tasks and activity permanently.Read Before You Delete
Archive rather than delete when in doubt
Archiving frees the same project slot but keeps the tasks, comments, and feedback history, and restoring takes two clicks. Deletion is permanent — Atarim asks you to type a randomly generated four-digit number before it will proceed, precisely because it cannot be undone.
Assign Team Members
Change Project Settings
Set Project Stages
Archive Project
Delete Project

Archived projects

Archiving does not delete anything — it moves a project out of the main view, frees its slot, and keeps its tasks and history intact. Everything you have archived is reached from this screen via Projects Settings → Archived Projects, and can be brought back from there.

Restoring is called activating
The interface uses activating rather than “restore”, so do not go looking for a restore button. Archived Projects is also the first place to check when a project appears to have vanished.

Archiving, restoring, and what happens to a project’s tasks in the meantime are covered separately. Discover How Archiving Keeps Your Work Safe.

Finding a project

Searching

Search is the quickest way to reach a project you can name. It narrows the screen live as you type, matching against project names.

  • Type into the search field at the top of the screen. The list narrows as you type.
  • If results look wrong, select Clear search filters. This resets the search and every filter at once — a filter left on from an earlier session is the usual cause of a “missing” project.
  • Search sits at the top of the Projects screen, with Ctrl + K shown alongside it. The controls to its right clear your search and filters.
    Search covers sites and tasks together. Each row offers shortcuts into that project’s Inbox or Boards, or straight to a new task.

    Filtering by type

    Filtering narrows the screen to one kind of project. It is most useful when you work across websites and designs at once and only want to see one of them.

  • Open the Filter Projects menu.
  • Switch on the types you want to see. Filters combine, so leaving all three off shows everything.
  • FilterShows
    WordPress SitesProjects connected through the WordPress plugin.
    Url-Based SitesProjects added by URL.
    Image-Based ProjectsDesign and image projects.
    Filter Projects menu open, showing the WordPress Sites, Url-Based Sites, and Image-Based Projects toggles.

    Sorting

    Sorting changes the order projects appear in, which matters most once you have more than a screenful. Where search answers “which project”, sorting answers “which project needs me first”.

  • Open the same menu and find Sort Projects.
  • Choose an order. If the option opens an upgrade panel instead of applying, sorting is not included on your plan.
  • Filters and sorting share one menu. Filter Projects narrows by type; Sort Projects reorders what’s left. The active sort is highlighted
    SortUseful for
    Newest Projects FirstRecent additions.
    Oldest Projects FirstLong-running work.
    Latest Tasks FirstWhere activity is happening right now.
    Oldest Tasks FirstWork that has been waiting longest.
    Most Tasks FirstThe projects carrying the heaviest load.

    Combining search, filters, and sort

    All three apply at once, which is what makes them useful and also what makes projects seem to disappear.

    To find…Do this
    Where your team is working right nowClear filters, then sort by Latest Tasks First
    Work that has been ignored longestSort by Oldest Tasks First
    Your heaviest projects before planning a weekSort by Most Tasks First
    Only the sites you can install plugins onFilter to WordPress Sites
    Design work rather than websitesFilter to Image-Based Projects
    One specific client’s siteSearch by name, or open their folder
    Filters persist between sessions
    A filter switched on last week is still on today, and it is the single most common reason a project appears to be missing. Clear search filters resets everything at once — reach for it before assuming something has been deleted.

    Working with several projects at once

    Most of the screen works project by project, but two shortcuts let you handle several together. Both are easy to miss because neither is a visible button until you start.

    Selecting multiple projects

    Selection lets you act on a group of projects in one go — archiving a finished client’s five sites, for example, rather than opening each card in turn.

  • Hover over a project card. A checkbox appears in its corner. It is hidden until you hover, which is why the feature is easy to miss.
  • Select the checkbox. The project is selected, and checkboxes now stay visible on every other card so you can carry on picking.
  • Select the other projects you want to include.
  • Apply your action to the whole selection. Archiving several at once confirms with the number handled, such as “5 projects successfully archived”.
  • Selecting project
    Note
    Selection is not available to collaborators or contributors. If you never see a checkbox on hover, your role does not include it.

    Creating a folder by dragging

    The quickest way to start grouping projects is to drag one onto another. It saves opening the folder panel and picking projects from a list.

  • Drag one project card on top of another. A Create a Folder prompt appears, showing both projects and confirming it will create a new folder and move both into it.
  • Confirm. The folder is created with both projects inside, and appears on the Projects screen in their place.
  • Drag further projects onto the folder to add them.
  • Create a Folder prompt (Drag & Drop)
    Tip
    Dragging is the quickest route when two projects obviously belong together. Use Add Folder from the Projects Settings menu instead when you want to name the folder and assign team members as you create it.

    Folders

    Create one from Projects Settings → Add Folder, or file an existing project using Add to folder on its card.

    Recommendation
    Organise folders by client rather than by status. Statuses change constantly; the client a project belongs to almost never does.
    Deleting a folder does not delete its projects
    By default the folder is removed and its projects return to the main view. The dialog offers checkboxes to also archive or delete everything inside — leave both unticked unless that is genuinely what you want.

    Creating folders, assigning projects and team members to them, and managing them over time are covered separately. Explore Adding And Managing Folders.

    The Projects Settings menu

    OptionWhat it does
    Add FolderCreates a folder to group projects into.
    Merge SitesMoves or copies tasks between two projects.
    Archived ProjectsOpens everything archived, where it can be restored.
    List View / Grid ViewSwitches between cards and a denser list.

    Grid view is easier to scan by screenshot, which suits a handful of visually distinct sites. List view fits far more on screen once you are managing dozens, and shows more detail per project.

    Projects Settings

    Which view suits which way of working is covered separately. Find Out Which View Suits You Best.

    Project limits

    Your plan sets how many projects you can have. When you reach it, adding another is blocked and an upgrade prompt appears headed You Ran Out of Project Slots, suggesting you either upgrade or remove inactive projects to free up space.

    Tip
    Before upgrading, look through Archived Projects and your older work. Finished projects you no longer touch are the cheapest slots to reclaim.

    Known limitations

    Where the screen stops:

  • The screen shows one workspace at a time. There is no combined view across workspaces.
  • Sorting and some filters are paid features, and show an upgrade prompt on lower plans.
  • Deleting is permanent. Archiving is the reversible option.
  • Projects cannot be moved between workspaces.
  • Available actions depend on your role, so two people may see different buttons on the same project.
  • Project stages are a paid feature and show an upgrade prompt on lower plans.
  • FAQs

    What is the difference between a website and a project?

    They are the same thing. Projects is the current term and covers designs and images as well as websites.

    Do I need to install anything to add a site?

    No. Adding by URL works on any site with no access required. Installing the WordPress plugin or a script unlocks more, but is optional.

    What is the difference between archiving and deleting?

    Archiving hides a project from the main view and can be undone from Archived Projects. Deleting removes it and its history permanently.

    Can I move a project to another workspace?

    No. Projects belong to the workspace they were created in.

    Why can my colleague see buttons I cannot?

    Most actions are permission-based, so what appears depends on your role in that workspace.

    How many projects can I have?

    That depends on your plan. When you hit the limit you will see the “You Ran Out of Project Slots” prompt.

    What is the coloured badge on some of my project cards?

    That is a milestone. It shows the milestone’s name and how far away its due date is, and its colour changes as the date approaches or passes. Select it to open the milestone.

    What is the difference between a project stage and a task status?

    A status tracks one piece of work; a stage tracks the whole project through its lifecycle. Stages are set from Project Actions and are a paid feature.

    Can I archive several projects at once?

    Yes. Hover a card to reveal its checkbox, select the projects you want, then apply the action to the whole selection.

    Is there a quicker way to create a folder?

    Drag one project card onto another. Atarim offers to create a folder containing both.

    Does Add a Client create a project?

    No. It invites a client into your workspace. Only Add Site, Add Snippet, and Add Design create projects.

    Can I add designs, or only websites?

    Both. Add Design creates a project from an image, a design file, or a Figma link, and you comment on it exactly as you would a website.

    Can I group projects by client?

    Yes, using folders. Create one from the Projects Settings menu and file projects into it from their cards.

    Common issues

    • A project is missing. Work through four checks in order: are you in the right workspace, is a search term still applied, is a filter still on (use Clear search filters), and is it in Archived Projects. Only after all four should you suspect deletion.
    • No checkbox appears when you hover a card. Selection is not available to collaborators or contributors. Ask an administrator about your role.
    • A card shows but its actions do not. The project is locked because you are over your plan’s limit. Archive something, or upgrade.
    • The screen is empty. Either this workspace has no projects yet, or a filter is hiding them all. Use Clear search filters.
    • You cannot add a project. You have reached your plan’s project limit, or your role does not allow adding. The upgrade prompt will say which.
    • A sort option opens an upgrade panel. Sorting is not included on your plan.
    • An action is missing from a card. Actions are permission-based. Ask an administrator what your role allows.
    • A project screenshot looks wrong or outdated. Screenshots are generated when the project is added. Open the project to see it as it is now.
    • You deleted a project by mistake. Deletion is permanent and cannot be undone from the dashboard. Contact Support as soon as possible.

    Conclusion

    The Projects screen is deliberately simple: add the sites you work on, then use the card actions to get into the work. Add one by URL to start, open it in Collaborate, and leave a comment — that is the whole product in about two minutes.

    Once a project is on the screen, the next step is configuring it to suit how you work.

    Tips & best practices

    • Add your first site by URL rather than installing anything. You can always connect it properly later.
    • Check the workspace before concluding a project has vanished — it is by far the most common cause.
    • Use folders by client, not by status. Statuses change; clients do not.
    • Archive finished work rather than deleting it. It frees the slot and keeps the history.
    • Switch to list view once you pass a dozen projects. Screenshots stop helping and start scrolling.
    • Sort by Latest Tasks First at the start of the day to see where activity actually is.

    Related articles