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Creating Tasks On WordPress Websites

Creating Tasks On WordPress Websites

Last Updated On 2024-01-09

Creating tasks using Atarim’s visual collaboration interface is what enables you to get on the same page as your clients (and team members), as well as enabling next-level workflows with integrations, all while working directly within your Atarim dashboard.

Note: Make sure to install our WordPress plugin integration first – you can download it here.

On Your WordPress Site’s Frontend

Once you’ve installed the Atarim WordPress plugin integration, simply head over to any page on your website, and click the comment button as shown below:

Once you have pressed the comment button, all of the components of your site will now become clickable – meaning that as you hover over elements of the page you’re on, you will see an outline of the area you’re selecting.

So, to drop a comment, simply hover over the section you wish to leave a comment on, and then (as prompted by the tooltip shown below) click to leave a comment.

Upon clicking, you’ll bring up a comment box where you can type your comment, and then hit the Comment button to create a task.

In Your WordPress Admin Area

Note: You must have the remove backend commenting option disabled, as shown below:

Keeping this option disabled will allow you or your clients to drop comments wherever they are in the WordPress admin area of your website. This is primarily used by agencies to teach clients how to access, modify, and update parts of their website.

Getting Support From Us

If you have any questions, or want our team’s input on how to make the most of Atarim, please feel free to get in touch with us at support@atarim.io – we’re here to help.

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