How to Manage Tasks in Atarim

Step-by-Step Guide

1. Organize Tasks Using Kanban Boards

Visualize tasks and track their progress seamlessly.

Instructions:

• Navigate to the Boards section in Atarim.
• Drag and drop tasks across columns representing statuses: Open, In Progress, Pending Review, and Completed.
• Filter tasks by assignee, project, or priority.

Tip: Use the Kanban board daily to identify bottlenecks and reassign tasks as needed.

2. Assign Tasks to Team Members

Ensure accountability with task ownership.

Instructions:

• Open a task inside Inbox or Board, and click the Who is responsible? dropdown.
• Select a team member who should be managing the that task.
• The platform will send notification to the person via email

Tip: Match tasks to team member’s strengths to improve efficiency.

3. Update Task Status

Keep the team informed of task progress. Atarim sends email notification whenever task is transitioned to different status. All the team members assigned to the task will get the notification.

Instructions:

• Open the task inside Inbox or Board view.
• Change the status to Open, In Progress, Pending Review, or Completed.

Tip: Regularly update task statuses to prevent miscommunication.

4. Set Priorities

Focus on what matters most. Tasks marked as critical will be put in a column on the boards, ensuring you know which tasks you need to deal with first.

Instructions:

• Open the task inside Inbox or Board view.
• Choose between Low, Medium, High, or Critical.

Tip: Align priorities with project deadlines to ensure timely completion.

5. Collaborate with Comments

Facilitate seamless team communication.

Instructions:

• Use threaded comments within tasks to resolve queries.
• Mark task as internal to allow only team members to view it
• Add comment as ‘note’ to only allow team members to see that comment.

Tip: Use the Internal/Notes option for private team discussions.

FAQs