How To Create Task In Atarim

Tasks land in the same underlying system no matter how they start — but there are more starting points than just “create one manually.” Some are things you do directly, and some happen on your behalf, through an AI review or an automation.

Step-by-Step Guide

Atarim supports multiple ways to create tasks, combining human feedback with AI-powered reviews to ensure clarity, context, and speed.

Method 1: On a Live Page

Leave a comment on any live web page and it becomes a task automatically.When you create a task manually, Atarim automatically captures a screenshot and highlights the exact area you clicked. This removes ambiguity and helps your team understand exactly what needs to be addressed. Learn More About Task Management

Instructions:

1. Open the project’s live page with the Atarim overlay active.
2. Enable Comment Mode in the toolbar.
3. Click anywhere on the page — directly on the element you want to comment on.
4. Type your comment and submit it.

Method 2: On a Design or Image Project

The same pin-and-comment mechanic works on uploaded designs and images, not just live web pages.

Instructions:

1. In the left sidebar, select Projects.
2. At the top-left of the project grid, select + Add Design.
3. The Add a Design Project window opens, with two options: Upload Designs and Work Inside Figma.

Option A — Upload your design files

1. Under Upload Designs, drag your files into the dashed drop area, or click it to browse.
2. Accepted formats are PDF, JPG, PNG, PSD, AI, and DWG, up to 20 MB and 20 files per project.
3. Select Create Project to finish. All the files upload into a single multi-page project, and you can add more later.

Option B — Work inside Figma

1. Under Work Inside Figma, either select Install Figma Plugin to sync designs and comments directly, or
2. Select a frame in Figma, copy its URL, and paste it into the Drop a Figma URL Here field. Leaving no frame selected imports the full page.
3. Select Create Project.

Once the project exists — creating a task on the design

1. Open the Design Project you just created.
2. Click on the design at the exact spot you want to comment on.
3. Type your comment and submit it.
4. A task is created automatically, pinned to that point on the design, with the surrounding area captured.

This creates a task the same way a live-page comment does.

Option 3: From a Kanban Board Column

Instructions:

1. Open Boards from the left navigation.
2. Choose the board you want to work from, such as the Status Board.
3. Find the column that matches the task’s starting status, such as Open, In Progress, Pending Review, or Complete.
4. Click Create a Task at the bottom of that column.
5. In the Create a General Task window, review the prefilled status. It automatically matches the column where you created the task.
6. Select the task priority, tags, and assignee.
7. Choose the project and the relevant page.
8. Enter a clear task title.
9. Add the task details or instructions in the message field.
10. Click the send button to create the task.

A task created from a board column automatically uses that column’s status. For example, creating it from In Progress sets the task status to In Progress.

Option 4: From the Inbox

Instructions:

1. Open Inbox from the left navigation.
2. Click the + button beside the task list to add a general task.
3. In the Create a General Task window, select the team members who should have access to the task.
4. Choose the task status, priority, tags, and assignee.
5. Select the project where the task should be created.
6. Choose the relevant page for the task.
7. Enter a clear task title.
8. Add the task details or instructions in the message field.
9. Click the send button to create the task.

You can also select Create a Task at the bottom of any column on a board. A task created this way automatically uses the status or priority of the column you started from. For example, creating a task from the In Progress column sets its status to In Progress.

Option 5: From project front end

On the project’s front end, you can also switch an in-progress review panel to a general task directly: open the task panel’s Review tab, select “Switch to a regular general task,” then enter your comment and submit.

Instructions:

1. Open the project front end shared by your team.
2. Open the Atarim panel and click Switch to a regular general task.
3. Enter a comment describing the task.
4. Click Submit to create the task.

How to Change a Task Title in Atarim

Renaming a task helps ensure clarity and alignment across your team. You can easily update the title of any task directly from the task panel.

Instructions:

1. Open the task from the Inbox & Boards view.
2. At the top of the task panel, locate the task title field.
3. Click into the title — it will become editable.
4. Type your updated task name.
5. Press Enter or click outside the field to save your changes.

Option 6: Creating Tasks with AI Collaboration

As you leave a comment on a page or design, the AI chat lets you get input from the Inner Circle agents right there — so instead of writing a task alone, you refine it in real time before it becomes actionable work. The task itself is created the same way any comment is; the AI just helps you sharpen it first. How To Get The Most Out Of The Inner Circle

AI Collaboration helps you:

• Clarify vague feedback
• Improve copy and messaging
• Validate design decisions
• Strengthen task clarity before assignment

FAQs

Conclusion

However a task starts — a live-page comment, a design annotation, a manual entry, a converted email, an automation, or an AI finding — it lands in the same underlying task system, so assignee, priority, due date, and visibility all work the same way regardless of origin.