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How To Create Tasks

Last Updated On 2024-04-19

Now that you’ve created your first project, let’s talk about creating tasks.

For context: imagine for a moment that you’re Alex Bouaziz – the CEO of Deel.com (a leader in HR & payroll software) – and you spotted an opportunity on the Deel homepage that you want to report to the relevant team.

Let’s see just how easy that is with Atarim.

Start collaborating on that URL by creating a new project from your Atarim dashboard, as shown below:

Or hit the Atarim icon in your browser toolbar (the one from the Chrome extension that you’ve pinned for easy access), as shown below:

You’ll then be taken straight to collaborate on the Deel.com homepage.

Sidenote: The collaboration experience will be the same if you’re using our Chrome extension or shareable Atarim collab links with some differences. One main difference is that with the Chrome extension, you can log in to Deel.com to collaborate on their product’s user interface (i.e., anything that’s only accessible when logged in). Learn more about which options are best for your project.

You’ll now see the Atarim toolbar and sidebar appear on the website you’re collaborating on:

To navigate around the website (make your way to other pages), simply switch over to Browse mode:

But, in our case, we want to drop a comment on the homepage.

To do so, make sure you’re in Comment mode.

And then simply point and click where you want to create a task:

Once you’ve typed your comment, you can hit the green send button or hit enter on your keyboard to create the task.

This will then automatically take a screenshot of your view to make sure that whoever works on this will have the full context of what you were seeing when browsing the site.

And you’ve successfully created your first task. 👏

Easy, right? Well, now that you know just how easy it is to create a task, you’ll likely want to make sure it’s assigned to the right person, has the right status, has the right priority, and more. Fortunately, this is all possible from where you are:

Assigning Tasks

To change who’s assigned to the task, click the button shown below:

And then assign it to the right person on your team:

Just look for their name (and profile picture if they’ve set one) in the list of people that appear here (which is everyone that you’ve invited to the project) and click it.

To un-assign someone, simply click on them in this list once again.

Changing Task Status

To update the status of a task, hit the status icon (heartbeat-monitor-style icon), as shown below:

And then simply drag the circle from Open to In Progress, Review, or Completed stages.

Update Task Priority

To update the priority of a task, hit the priority icon (up/down arrow icon), as shown below:

And then simply drag the circle from Low to Medium, High, or Critical depending on the nature and relative impact of this task not being tackled ahead of others.

Attach A File

To attach a file to your tasks, hit the attachment icon (paperclip icon), as shown below:

This will open up the following modal:

Here, you can click Upload Files to select files using your operating system’s file browser or drag and drop files into the highlighted area.  

You’ll see the files that have been selected appear below:

Once you’ve attached the files you want to upload, proceed by clicking Upload Files.

This will upload the file but to post the file(s) you’ve just uploaded to the comment thread for this task, hit the send button as shown below after (optionally) typing a message to go along with the files as you share them:

And that’s it, the file will now be accessible when viewing this task.

Annotate Your Current View

If you want to annotate the screenshot that is automatically generated upon task creation, you can click Annotate Current View as shown below:

This will bring up a modal that allows you to annotate what you’re seeing:

Adding in arrows, boxes, and extra text as needed to provide extra clarity on the nature of the issue you’re creating this task for.

When done annotating your current view, don’t forget to hit Publish in the bottom, right-hand corner to save and attach the annotation to your task:

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