Navigating the Atarim Dashboard
Learn the basics of moving through the Atarim Dashboard for better workflow management.
Relevant For
- Project Managers
- Design Leads
- Team Members
Prerequisites
- Access to the Atarim platform with active projects.
Step-by-Step Guide
1. Accessing the Analytics
The first step in using Atarim is accessing your analytics. This is where all your project overviews and tasks are displayed.
Instructions:
- Log in to your Atarim account.
- Once logged in, you’ll be navigate to Analytics from navbar.
- The dashboard will display your active projects, tasks, notifications, and other important information.
2. Understanding the Main Menu
The main menu on the left-hand side provides access to your workspaces, notifications, tasks, and settings, etc.
The menu includes:
- Projects: Overview of all your active projects.
- Inbox: Central hub for all task-related messages.
- Boards: Visual task management tools to track project progress.
- Time Entries: Logs the time spent on specific tasks.
- Settings: Customize your account and notifications.
3. Using the Project Overview
The Project Overview section provides a high-level summary of all ongoing projects. For each project, you’ll see key details such as the project’s home page thumbnail, URL, assigned team members, total open tasks, and access to project settings.
Instructions:
- Click on the Projects menu to view all your active projects.
- In the Project Overview, each project is displayed as a block that includes:
- A thumbnail of the project’s home page.
- The project’s URL.
- A list of assigned team members.
- The total number of open tasks.
- A project settings icon to manage project-specific options.
Tip: Use the project settings icon to quickly access configuration options for each project.
4. Managing Notifications
Atarim sends notifications to keep you updated on task progress and feedback. You can access these notifications directly from the dashboard.
Instructions:
- Notifications are located in the bottom left corner of the dashboard menu panel.
- Click the bell icon to view recent notifications about task updates, comments, or client feedback.
Recommendation: Make sure to assign the appropriate team member to critical tasks or feedback to ensure they stay on top of project updates.
FAQs
To update the project thumbnail, click on the project settings icon in the Project Overview section. Then, select Change Project Settings and click the Refresh Image button to update the thumbnail.
In the Project Overview, each project block displays a list of assigned team members. You can also view and manage project team assignments by clicking on the project settings icon.
Tips & Tricks
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Quick Access to Tasks: Bookmark frequently used project links to reduce navigation time.
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Effective Collaboration: Use the Inbox to quickly respond to team or client messages, keeping communication streamlined.
