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Last Updated On 2025-02-03

How to Track Task Progress and Completion in Atarim

Master task tracking and completion with Atarim’s tools to keep your projects aligned and on track.

Atarim simplifies task management by providing tools like Kanban boards, status updates, and activity logs. This article explains how to track task progress and completion to keep your projects moving efficiently.

Relevant For

  • Project Managers
  • Design Leads
  • Team Members

Prerequisites

  • Familiarity with Atarim’s Dashboard and navigation.
  • Access to a workspace with assigned tasks.
  • Permissions to use the Inbox View and Boards.

Step-by-Step Guide

1. Navigating the Dashboard

Access the Atarim dashboard to locate and manage tasks.

Instructions:

  1. Log in to Atarim and go to the Inbox or Board page.
  2. Select the project containing tasks you want to track.
  3. Use:
    • Inbox View for a consolidated task list.
    • Boards View for a visual, Kanban-style layout.
Inbox view
Board view

Tip: Use filters and the search bar to find tasks quickly.

2. Interpreting Task Statuses and Priorities

Understand statuses and priorities to manage tasks effectively.

Task Status Options:

  • Open: Tasks that have not yet started.
  • In Progress: Tasks currently being worked on.
  • Pending Review: Tasks awaiting feedback or approval.
  • Complete: Tasks finished and marked as done.

Task Priority Options:

  • High Priority: Tasks requiring immediate attention.
  • Medium Priority: Important tasks, not time-sensitive.
  • Low Priority: Tasks that can be addressed later.
Status selector
Priority selector

Tip: Regularly update task statuses and priorities to reflect real-time progress and ensure alignment.

3. Updating Task Details

Keep task details updated to maintain clarity and accountability.

Instructions:

  1. Open a Task:
    • Click on a task to view its details.
  2. Assign Team Members:
    • Select an assignee from the dropdown menu.
  3. Adjust Priorities:
    • Choose High, Medium, or Low priority.
  4. Add Tags:
    • Use tags (e.g., Feedback, Development) for better organization.

Tip: Clear descriptions and regular updates minimize confusion and ensure task visibility.

4. Tracking Progress with Kanban Boards

Use Atarim’s visual boards for an overview of task progress.

Instructions:

  1. Drag and drop tasks between columns (e.g., Open, In Progress, Pending review and Completed) to update statuses visually.

Tip: Use the Project stages feature to track project phases and ensure timely delivery.

5. Marking Tasks as Complete

Finalize task progress by marking tasks as complete.

Instructions:

  1. Open the task and click Mark as Complete.
  2. If needed, reopen a task by changing its status back to In Progress.
Board view
Task Popover

Recommendation: Periodically review completed tasks to ensure all deliverables are accounted for.

FAQs

What happens if I mark a task as complete by mistake?

You can reopen the task by changing its status back to In Progress or another applicable status.

Can I filter tasks by priority?

Yes, use the filter options in the Inbox View or Boards View to display tasks by priority (e.g., High, Medium, Low).

Can clients see all tasks in a project?

Clients can all see tasks on the project except the internal one. Use the Internal Task feature to keep certain tasks private.

Tips & Tricks

  • Daily Updates: Encourage team members to update statuses and priorities daily.
  • Effective Communication: Use task comments to clarify details or provide updates.
  • Leverage Milestones: Align project with milestones to measure project progress.
  • Use Filters: Apply filters to focus on overdue or high-priority tasks.

Summary

By effectively managing task progress and completion in Atarim, you can streamline workflows and enhance team collaboration. Utilize features like Inbox View, Boards, and the Activity Log to keep projects on track and ensure deliverables are met.

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