Assigning Projects and Tasks to Team Members in Atarim

Step-by-Step Guide

1. Assigning Team Members to Projects

Assigning team members to projects ensures they have full access to all associated tasks, files, and project details.

Why It’s Important: Project-level assignments provide a clear structure for collaboration and allow team members to manage their responsibilities effectively.

Steps to Assign Team Members to a Project:

1. Navigate to the Projects Screen.
2. Locate the project you wish to assign team members to.
3. Click on the Three Vertical Dots (Project Settings) or user list on the project card or row.
4. Select Assign Team Members.
5. Choose the desired team members from the list in the pop-up.

Bulk Assigning via Folders:

• Assign team members to an entire folder to provide access to all projects within that folder:
  1. Open the folder settings.
  2. Add or remove team members as needed.
  3. Changes automatically propagate to all projects in the folder.

Tip: Use folder-level assignments to save time when dealing with multiple related projects.

2. Assigning Tasks to Team Members

Task assignments ensure specific team members are responsible for handling individual tasks within a project.

Why It’s Important: Assigning tasks clarifies ownership, enabling efficient execution and tracking.

Steps to Assign Tasks:

1. Locate the task you wish to assign (found in the Inbox, Boards, or Visual Collaboration view).
2. Click on the Assign Team Member within task details view.
3. Select the desired team member from the dropdown list.

Tip: Regularly review task assignments to ensure workloads are balanced across the team.

3. Notifications and Tracking

Notifications keep team members informed about their assignments, while tracking features allow project managers to monitor progress.

Key Features:

• Notifications: Assigned team members receive instant alerts for new assignments or task updates.
• Status Tracking: Monitor task progress using statuses like Open, In Progress, and Completed.
• Activity Feed: Admins can track assignment changes and updates in real-time.

Tip: Use filters in the Activity Feed to view assignments and changes specific to certain team members or projects.

4. Benefits of Assigning Projects and Tasks

1. Clear Accountability: Designating responsibilities reduces confusion and ensures ownership.
2. Streamlined Communication: Assigned members receive updates directly, enabling seamless collaboration.
3. Efficient Workflows: Tasks and projects are allocated based on team members’ expertise, ensuring smooth execution.

5. Best Practices for Assignments

1. Define Roles Clearly:
   • Ensure each team member’s role is well-defined before assigning tasks.
   • Example: Developers manage bug fixes, while designers focus on visual updates.
2. Leverage Bulk Assignments:
   • Use folder-level assignments for large projects to save time.
3. Monitor Task Overload:
   • Regularly check for task overload by using filters to view all tasks assigned to individual team members.

Tip: Use the Team Dashboard to review task distribution and balance workloads effectively.

6. Example Use Cases

1. Web Development Projects:
   Assign developers to technical tasks, while designers handle UI updates for websites.
2. Client Deliverables:
   Project managers oversee project progress, ensuring deadlines are met and client expectations are managed.
3. Team-Based Collaboration:
   Assign entire projects to teams (e.g., marketing, design, or development) to streamline execution and maintain focus.

FAQs