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Last Updated On 2025-02-03

How to Create task in Atarim

Quickly and seamlessly create tasks for streamlined collaboration and project management.

Effective task creation is the first step toward ensuring project clarity and team alignment. With Atarim, you can effortlessly create tasks directly on websites or designs  project. This guide walks you through the process of creating tasks, ensuring you leverage Atarim’s powerful visual collaboration tools to boost efficiency.

Relevant For

  • Project Managers
  • Design Leads
  • Team Members
  • Clients

Prerequisites

Familiarity with the Atarim interface.
  • Access to an active project within Atarim.

Step-by-Step Guide

1. Create a Task on a Website

Tasks tied to specific visual elements ensure precise feedback.

Instructions:

  • Open the project in Atarim.
  • Make sure Comment Mode is enabled inside the toolbar.
  • Click on the specific area of the website where you want to create the task.
  • Add a comment, and click Send to save.
  • Atarim automatically attaches a screenshot to provide context which highlights the part of the page that was chosen to give maximum clarity.

Tip: Use concise and descriptive comment for tasks to avoid ambiguity.

2. Create a General Task

General tasks are broader tasks that are not tied to specific design elements or webpages.

Instructions:

Instructions for Team Members (Kanban Board):

  • Open the Boards page from the Atarim dashboard.
  • Select the project where you want to create the task.
  • Locate the Create Task button, always visible at the bottom of each column (e.g., Open, In Progress, Pending Review, or Completed).
  • Click the Create Task button in the desired column.
  • Select the page on which you wish to add general task.
  • Enter a comment for the task.
  • Press Submit to add the task to the selected column.

Tip: Using the Create Task button ensures tasks are immediately categorized by their current status, keeping your board organized and easy to manage.

Instructions for Clients (Front-End):

  • Open the project front end shared by your team.
  • Locate the General Task button in the bottom bar of the page.
  • Click the button, and a task creation window will appear.
  • Enter a comment for the task.
  • Click Submit to save the task.

Tip: Clients can use general tasks for overarching requests or feedback not tied to specific visual elements.

3. Annotating Tasks for Better Feedback

Atarim’s annotation tools provide visual clarity for tasks by marking up images or screenshots with precise feedback.

Instructions:

  • After creating a task, open the task view.
  • Click on Annotate Current View within the task window.
  • Use the available annotation tools:
    • Arrows: Point to specific elements requiring action.
    • Boxes: Highlight areas needing changes or updates.
    • Text: Add detailed notes directly on the screenshot.
  • Once your annotation is complete, click Publish to save it to the task.

Tip: Use annotations for tasks involving design or layout changes, as they eliminate the guesswork and reduce back-and-forth clarifications.

FAQs

Can I create tasks without attaching them to specific elements on the website?

Yes, Atarim allows you to create general tasks that are not tied to a specific element on the website. Use the “Create Task” option on the Kanban board or General task button on the project frontend.

Can I add files to tasks while creating them?

Yes, you can add files like images or documents to tasks by clicking the attachment icon in the task view or simply drag and drop the file in the comment area.

Are annotations visible to all team members?

Yes, annotations are visible to all team members assigned to the task, ensuring clarity and reducing communication gaps.

Tips & Tricks

  • Precise Feedback: Annotate directly on webpages or designs.
  • Contextual Clarity: Screenshots and technical details like browser info are auto-attached.
  • Flexibility: Use general tasks for overarching project needs.

Summary

By mastering task creation in Atarim, you ensure clear communication and efficient project management.

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