Last Updated On 2025-03-08
Adding and Managing Folders in Atarim
Organize your projects seamlessly with Atarim’s folder system for improved clarity, collaboration, and efficiency.
Folders in Atarim are an essential organizational tool that allows users to group projects logically and efficiently. Whether you need to organize projects by clients, teams, or workflow phases, folders provide clarity and improve productivity. This guide covers how to create, manage, and maximize the use of folders.
Relevant For
- Project Managers
- Design Leads
- Team Members
Prerequisites
Familiarity with Atarim’s project dashboard and navigation.
- A set of active projects to organize into folders.
What Are Folders in Atarim?
Folders act as containers for grouping related projects, making it easier to manage large volumes of tasks and team assignments.
Examples of Folder Use Cases:
- Client-Based Organization: Group all projects for a specific client.
- Team-Based Organization: Create folders for departments, such as “Design Team” or “Development Team.”
- Workflow Phases: Maintain folders like “Development phase” or “Design phase” for better tracking.
Benefits of Using Folders
- Improved Clarity: Organize projects logically for easier navigation.
- Streamlined Filtering: Use the folder filter to view only relevant projects.
- Scalability: Handle a large number of projects efficiently.
- Efficient Access Management: Assign team members to folders for quick access to all contained projects.
How to Create and Manage Folders
Creating a Folder
Option A: Using the Menu Option
- Navigate to the Projects Screen.
- Click the Add Folder option in the top-right menu.
- Provide a Name for the folder, such as “Client A – Active Projects.”
- Assign Team Members to grant access to the folder’s projects.
- Add Projects to the folder and click Create Folder to finalize.
Option B: Using Drag-and-Drop
- Drag one project onto another in the Projects Screen.
- A Create Folder prompt appears, listing both selected projects.
- Enter a folder name in the dialog box.
- Add or remove team members (optional).
- Click Confirm to create the folder.
Managing Folders
- Filtering Projects by Folder:
- Use the folder filter in the Projects Screen to display projects within a specific folder.
- Adding Projects to a Folder:
- Drag and drop projects into the desired folder or use the Project Settings menu to assign them.
- Assigning Team Members:
- Add or remove team members from the folder settings to manage access efficiently.
- Renaming a Folder:
- Edit the folder name in the folder settings and save changes.
- Deleting a Folder:
- Delete a folder via folder settings. Projects within the folder are not deleted but moved to the ungrouped view.
Use Cases for Folders
- Client-Based Organization:
A folder named “Client X” includes web design, development, and maintenance projects for that client. - Workflow-Based Organization:
Use folders such as “Active Projects” or “Completed Projects” to separate ongoing work from finished tasks. - Team Collaboration:
Create folders for specific teams like “Marketing Team” or “Development Team” to streamline workflows.
FAQs
Can I move projects between folders?
Yes, projects can be reassigned using the Project Settings menu.
Are folder names visible to clients?
No, folder names are internal and visible only to team members with access to the project.
Can I assign multiple team members to a folder?
Yes, you can add multiple team members to a folder, granting them access to all the projects it contains.
What happens if I delete a folder?
The projects within the folder are not deleted. They are returned to the ungrouped project view.
Can folders be used in both Grid View and List View?
Yes, folders work seamlessly in both views, adapting to your preferred project display format.
Tips & Tricks
- Use Descriptive Names: Name folders clearly to reflect their purpose, such as “Client ABC – Maintenance Projects.”
- Combine with Filters: Apply folder filters during busy periods to focus on specific groups of projects.
- Update Folder Contents Regularly: Move projects between folders as priorities or statuses change.
- Assign Teams Efficiently: Add team members at the folder level to save time and ensure access consistency.
- Leverage Views: Use Grid View for visual organization or List View for detailed project information.
Summary
The Folders feature in Atarim is a powerful tool for organizing projects and improving team efficiency. By using folders to group projects logically, filter workflows, and streamline team access, you can maintain clarity and productivity in even the most complex project environments. Start creating folders today to bring structure and simplicity to your project management.
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