Best Practices for Project Management in Atarim

Step-by-Step Guide

1. Defining Project Goals/Milestones with Due Dates

Start by setting up project goals and due dates within each project block on Atarim’s Project Page. This setup is crucial to ensure clarity and alignment across teams.

Instructions:

1. Go to the Project Page and locate the relevant project block.
2. Go to Project Settings inside that block.
3. Define the project’s objectives/stages along with due dates directly within the block.

Tip: Regularly review and update project goals to keep teams aligned on objectives. Learn more about Project stages.

2. Setting Up Tasks and Organizing Workflow

Use Atarim’s task management tools to create tasks, track their status, and communicate updates with team members.

Instructions:

1. Create tasks within the project and assign team members for accountability. Learn how to create task.
2. Add comments to provide ongoing updates and feedback on each task.

Recommendation: Break down large task into smaller tasks to ensure progress visibility.

3. Utilizing the Kanban Board for Visual Task Tracking

Atarim’s Kanban boards help visually organize tasks by priority and status, making it easy to monitor project progress.

Instructions:

1. Navigate to your project’s Kanban View.
2. Drag tasks between columns like To Do, In Progress, and Done in Status view.
3. Drag tasks between columns like Critical, High, and Medium in Priority view.
4. Filter tasks by team member or priority for better focus.

Tip: Hold weekly reviews to update task statuses and celebrate completed milestones.

4. Leveraging Workflow Automation

Automate recurring actions using Atarim’s Workflow feature. Set triggers for tasks to send notifications, emails, or updates to third-party applications like Slack or ClickUp. Learn more about workflow here.

Instructions:

1. Go to Workflow page from the main dashboard.
2. Set triggers for tasks, such as “Status Change” or “New Comment.”
3. Integrate with tools like Slack for instant updates.

Tip: Use automated workflows to sync with third-party tools for seamless integration.

5. Tracking Time with the Timer Feature

Monitor time spent on tasks for resource planning and billing.

Instructions:

1. Start the timer when beginning a task from the Task Detail Section, available on both the Inbox and Board pages.
2. Stop the timer upon task completion to log hours.
3. View all logged hours on the Time Entries Page, where you can review and track entries across tasks and projects.

Tip: Use the Time Entries Page to ensure accurate billing and analyze resource usage for improved task planning.

FAQs