Navigating the Atarim Dashboard
Every item in the sidebar — what it is and where to go for more.
The sidebar is your control center. Your agency's logo, or Atarim's if you haven't set up White Label, sits at the top with the workspace switcher below it. Then come seven navigation items in two blocks, then help and support links. Your own name sits at the very bottom. On screens narrower than 1024px, the sidebar moves into a mobile menu.
What you actually see depends on your role and permissions. Several items are hidden entirely rather than greyed out, which is the most common reason a new starter can't find something a colleague told them about.
In this guide you'll learn what each item does and which article to read for the full depth on any one of them.
| Item | What it’s for | Who sees it |
|---|---|---|
| Projects | Your landing view — Claro’s chat panel beside the projects grid | Most roles |
| Inbox | Every task across your projects, including emails from the shared Email Inbox | Most roles |
| Boards | Your projects, pages and tasks as cards in columns | Most roles |
| Workflows | Automations — triggers, actions and branching | Not Team Members or Collaborators |
| People | Everyone in the workspace, with roles and access | Admin only |
| Analytics | Workspace-wide activity and AI performance metrics | Not Team Members or Collaborators |
| Settings | Everything that applies across the whole workspace | Admin only |
Step-by-Step Guide
Step 1: Switching Workspaces
The switcher sits just below the logo at the top of the sidebar and shows the workspace you’re currently in. Your own workspaces come first, and workspaces owned by someone else are listed under External. Owners also see a gear icon on the current workspace, which opens its settings. To add another workspace, select Create a New Workspace at the bottom of its list.
Instructions:
- Select the workspace name at the top of the sidebar.
- Choose a different workspace from the list. A workspace with a lock icon is locked and can’t be opened.
- Atarim switches to that workspace, showing its own projects, team, and settings.
Step 2: Projects
The default landing view when you log in, and where most people spend their time. Select Projects in the sidebar to come back here from anywhere. Claro’s chat panel sits alongside the projects grid, with quick-start prompts above the composer and / to open the slash-command menu. Explore Projects Screen Overview
Step 3: Inbox
Lists every task across your projects in one place, including emails that arrive through the shared Email Inbox, so nothing ends up tracked in two places. If new emails haven’t shown up yet, choose Email Inbox in the project picker and use the refresh button above the task list. Explore How to Manage Tasks in Atarim, and for emails, Learn More About Handling Emailed Requests Day to Day
Step 4: Boards
Your work as cards in columns, with a tab each for projects, pages and tasks. Tasks can be grouped by status or by priority, and Owners and Administrators can build boards with their own columns, such as a delivery pipeline for projects. Discover How To Use Boards Effectively.
Drag Cards Between Columns to Change Status
Step 5: Workflows
Automations that fire on a schedule or in response to something happening — assigning tasks, updating statuses, sending notifications, running AI actions. Explore Workflow (Automation)
Step 6: People
Everyone in the workspace, with their roles, access, and activity. Explore Managing Team Members & Collaborators, and for activity, Learn More About Activity Tracking and Reporting in Atarim
Step 7: Analytics
Workspace-wide metrics covering both human activity and how the AI layer is performing. Discover How to Track Performance with Analytics.
Step 8: Settings
Everything that applies across the whole workspace, organised into five categories rather than one flat list. Managing Your Account Settings in Atarim
Step 9: Help, Resources, and Your Account
The bottom of the sidebar holds support links and your own account.
Instructions:
- Select Help to reach the Help Center, or to start a live chat with support. Its What’s New option lists recent changes.
- Select Resources to see how much of your plan you’ve used: projects, team members, workspaces and AI credits. Owners and Administrators also see Increase Resources, which opens the upgrade options.
- If your browser can install Atarim as an app, Install app appears above Help. On an iPhone or iPad, it shows the steps to add Atarim to your Home Screen.
- Your name sits at the very bottom of the sidebar. Select it to open View Profile or Log Out. On a free plan or trial, Owners and Administrators also find Upgrade Account in this menu, and once the trial has ended it also appears at the bottom of the sidebar.
The How to Win Checklist
While you’re getting started, How to Win appears at the bottom of the sidebar, above Help, with a progress bar beside it. It opens a short checklist of the steps that get the most out of Atarim. It appears once you’ve completed the first item and goes away when every item is done. Owners and Administrators see it; Team Members and Collaborators don’t.
Instructions:
- Select How to Win at the bottom of the sidebar. With the sidebar collapsed, it’s the trophy icon labeled Tour Checklist.
- Pick an item in the list that opens and follow it.
- Watch the progress bar beside How to Win fill as you complete items.
FAQs
Where do I land when I log in?
Projects. If workspace chat is available to you, Claro’s chat panel sits on the left with your projects grid on the right; otherwise you’ll see the projects grid on its own.
How do I switch between workspaces I belong to?
Select the workspace name at the top of the sidebar and choose the one you want. Atarim switches to that workspace, showing its own projects, team, and settings.
Why can’t I see the workspace switcher?
It only appears if you belong to more than one workspace, or if you have permission to view workspaces. With a single workspace there’s nothing to switch between.
Does switching workspaces filter my existing view?
No. Each workspace is a fully separate context — projects, team, and settings don’t carry across.
Why can’t I see People or Settings?
Both are restricted to the Owner and Administrators. They won’t appear in the sidebar for other roles at all.
A colleague mentioned a sidebar item I don’t have. Is something broken?
No. Items you don’t have access to are hidden rather than greyed out, so two people on the same workspace can see different sidebars depending on their role.
Where do I find my own profile?
Select your name at the bottom of the sidebar, then View Profile. Owners and Administrators can also reach it from Personal Settings in the Settings menu.
What happened to Forms and Time?
Both are legacy features. Forms and Time only appear on workspaces that still have legacy features turned on, so most sidebars won’t show them. If your team relies on either, speak to your administrator.
Conclusion
Projects is where you'll spend most of your time, but Inbox, Boards, Workflows, People, Analytics, and Settings are each one click away, and most have a dedicated article if you need the full depth.
The single most useful thing to internalise is that the sidebar is role-dependent. Items are hidden rather than disabled, so a sidebar that looks different from a colleague's is almost always a permissions difference — not a bug, and not something you've broken.
Tips & best practices
- Use the quick-start prompts on Projects as a daily habit, not just a first-login curiosity
- Check tags first when triaging a busy board — they surface client-initiated work fastest
- Learn the five Settings category names so you're not hunting for a setting every time
- Set up Inbox Setup and Email Settings before your first client invite; both apply only to mail sent afterwards
- Pull an Analytics summary before renewal conversations to make ongoing work visible
- If something's missing from your sidebar, check your permissions before assuming it's broken