Managing Multiple Projects Efficiently Using Atarim
Simplify project workflows and ensure timely deliveries across multiple clients with Atarim.
Relevant For
- Project Managers
- Design Leads
- Team Members
Prerequisites
- Access to an active Atarim account with multiple projects.
- Permissions to manage workspaces, folders, and team member assignments.
Step-by-Step Guide
1. Utilizing Atarim’s Centralized Dashboard
The Atarim dashboard is your central hub for managing multiple projects. It offers tools for navigation, task tracking, and communication.
Instructions:
- Navigate to the Projects Page to view active projects.
- Access the Kanban Board to track task progress visually.
- Regularly check the Inbox for client feedback and updates.



Tip: Use the Kanban view to identify tasks needing immediate attention.
2. Creating and Managing Workspaces
Workspaces are a powerful feature to segment projects by client, team, or department. The ability to create and manage multiple workspaces is available only on Atarim’s highest-tier plans. If you don’t see this option, consider upgrading your plan to access this feature.
Instructions:
- Create a new workspace for each major client or department via the Workspace settings.
- Assign specific team members to workspaces to streamline collaboration.
- Customize workspace settings, including notifications and branding.


Recommendation: Use workspaces for white-label clients to maintain branding consistency.
3. Organizing Projects with Folders
Atarim’s Folders feature offers an intuitive way to categorize and organize projects within a workspace. By grouping related projects, folders simplify project management and improve team collaboration, especially for agencies handling multiple clients or departments.
Purpose of Folders:
- Categorization: Group projects by client, team, or project type to maintain a structured workspace.
- Simplified Access: Assign permissions at the folder level, reducing the need to manage individual project access.
How Folders Streamline Team Management:
- Assigning team members to a folder automatically grants them access to all projects within it.
- Removing a team member from a folder revokes their access to all associated projects, saving time and ensuring accurate permissions.
Instructions:
- Creating a Folder:
- Drag one project onto another to create a new folder containing both projects.
- Or create it from the project settings located on the top right corner on the project page.
- During folder creation, name the folder and assign relevant team members.
- Reorganizing Projects:
- Drag projects into or out of folders as needed.
- Reorder projects within folders or move folders around the project view for better organization.
- Managing Folder Settings:
- Access folder settings to rename the folder, manage team assignments, or add/remove projects.
- Deleting a folder moves its projects back to the main project view, ensuring no data is lost.


Efficiency and Flexibility:
- Folders simplify project visibility and permissions management at scale, ensuring streamlined collaboration across teams.
- This feature is ideal for agencies working with white-label clients or managing multiple departments, as it centralizes permissions and organization.
Tip: Use folders to group projects by client or team to quickly locate related work and ensure consistent collaboration across similar projects.
4. Prioritizing Tasks Across Projects
Task prioritization ensures critical work gets done first, even across multiple projects.
Instructions:
- Assign priority levels (High/Medium/Low) to tasks using the Task Management tool.
- Use tags for categorization (e.g., by urgency or client name).
- Monitor tasks on the Kanban Board for a quick overview of priorities.



Tip: Regularly review priorities to adjust based on changing project needs.
5. Balancing Team Workloads
Distribute work evenly across your team to prevent burnout and delays.
Instructions:
- Assign tasks clearly to team members within each project.
- Use the dashboard to monitor workload distribution and reassign tasks as needed.
- Hold weekly team check-ins to review progress and address blockers.
Recommendation: Use Atarim’s Analytics page to identify potential workload imbalances.
6. Integrating Third-Party Tools
Integrations with tools like Slack, Jira, and Trello enhance workflows by connecting Atarim with your existing systems.
Instructions:
- Set up integrations via the Settings Page.
- Sync tasks and updates between platforms to maintain consistent communication.
- Automate workflows using triggers to push tasks from Atarim to third-party tools.
Tip: Familiarize your team with integrations to maximize productivity.
FAQs
Yes, workspaces are ideal for managing projects by departments or clients. Each workspace operates as a separate silo, ensuring complete separation for Inbox, Integrations, Team Members, Settings and Branding
Absolutely! You can set up integrations via the Settings page.
Tips & Tricks
- Organize Projects by Workspaces and Folders: Keep client projects separate for better clarity and organization.
- Use Milestones: Create milestones within projects to set clear deadlines and maintain accountability.
- Automate Notifications: Ensure clients and team members stay informed without manual follow-ups.