Help
Search
Getting Started
Core Features
Managing Projects
Client Collaboration
Advanced Usage
Role-Specific Guides
Integrations
Tips, Tricks, and Best Practices
FAQs and Troubleshooting
Training and Learning
Dashboard
WordPress Plugin
Email Inbox
Accounts & Billing
Workflows
Pro
Business
Enterprise
Last Updated On 2025-02-05

Best Practices for Client Onboarding and Collaboration

Streamline client onboarding and enhance collaboration with Atarim’s intuitive tools.

Efficient client onboarding and collaboration are critical for the success of web agencies and internal teams. By reducing feedback cycles and creating a seamless interaction between clients and teams, Atarim empowers users to focus on delivering high-quality projects with ease. This guide outlines best practices for leveraging Atarim’s platform to optimize onboarding and collaboration.

Relevant For

  • Project Managers
  • Design Leads
  • Team Members

Prerequisites

Familiarity with Atarim dashboard and collaboration tools.
  • Access to Atarim workspace, visual collaboration tools, and task management features.

Step-by-Step Guide

1. Utilize Inline Task Creation

Simplify feedback by enabling clients to leave comments directly on specific areas of a webpage or design.

Instructions:

  • Open the webpage or design within Atarim. Learn how to add project for collaboration.
  • Click on the section requiring feedback and leave a comment or create a task.
Adding feedback

Tip: Encourage clients to add clear descriptions to their comments for faster resolution.

2. Enable Real-Time Collaboration

Use Atarim’s visual collaboration interface or Chrome extension to facilitate live feedback sessions.

Instructions:

  • Invite or share the project link with clients or team members.
  • Create task and comment to address concerns instantly.
Invite team members
Invite client

Tip: Schedule live collaboration sessions to resolve complex issues quickly.

3. Leverage Automated Screenshots and Metadata

Each task captures a screenshot and key details (e.g., browser type, screen size), providing essential context for resolving feedback.

Instructions:

  • Review screenshots and metadata in the task view inside Inbox or Board.
  • Or you can review it on the project frontend.
  • If you’re not able to see the screenshot, make sure you have the feature enabled inside user permission
Task view from Board page
View auto screenshot on the project frontend
View browser info on the project frontend
User permissions

Tip: Use metadata to identify technical issues specific to certain devices or browsers.

4. Implement Responsive View Modes

Preview designs in various device formats (desktop, tablet, mobile) and gather context-specific feedback.

Instructions:

  • Use the responsive view feature in Atarim.
  • Guide clients to provide feedback on all device formats.
Tablet view
Mobile view

Tip: Prioritize mobile feedback if the majority of users access your designs on smaller devices.

5. Organize Tasks for Efficient Workflow

Use Atarim’s drag-and-drop boards, task categorization, and filtering to manage priorities.

Instructions:

  • Categorize tasks based on urgency, tags, and status.
  • Regularly review the task inbox to stay updated on client feedback.

Tip: Assign tasks to team members with clear deadlines to ensure accountability.

6. Define Roles for Clear Communication

Differentiate between client and team roles to maintain focused and effective collaboration.

Instructions:

  • Assign clients a simplified view for leaving feedback.
  • Enable team members with advanced tools for managing and resolving tasks.

Tip: Regularly review role permissions on people page to avoid confusion.

7. Set and Share Project stages

Use stages to ensure alignment on deadlines and progress.

Instructions:

  • Create project milestones and share them with clients.
  • Set reminders for upcoming deadlines to keep everyone on track.
Project milestone

Tip: Keep track of project stages either from Project page or frontend collaborate.

FAQs

How can I onboard a new client to Atarim?

Share a guided tutorial or walkthrough video available in the Help Center.

Can clients leave feedback without creating an account?

Yes, clients can leave feedback through a shareable link without needing to log in.

How do I track the status of tasks?

Use Atarim’s task boards to view progress and update task statuses.

Tips & Tricks

    • Proactive Communication: Regularly update clients on progress to build trust and ensure alignment.
    • Visual Feedback: Encourage clients to use Atarim’s visual tools for precise feedback, reducing miscommunication.
    • Clear Documentation: Maintain detailed records of client feedback, task progress, and resolved issues for future reference.

Summary

By following these best practices, you can streamline client onboarding and foster productive collaboration. Atarim’s tools ensure feedback is clear, actionable, and context-rich, allowing your team to deliver projects efficiently.

Was This Helpful?

On This Page

    Add a header to begin generating the table of contents