Best Practices for Client Onboarding and Collaboration
Streamline client onboarding and enhance collaboration with Atarim’s intuitive tools.

Relevant For
- Project Managers
- Design Leads
- Team Members
Prerequisites
- 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.

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.


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




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.


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.

Tip: Keep track of project stages either from Project page or frontend collaborate.
FAQs
Share a guided tutorial or walkthrough video available in the Help Center.
Yes, clients can leave feedback through a shareable link without needing to log in.
Use Atarim’s task boards to view progress and update task statuses.
Tips & Tricks
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- Proactive Communication: Regularly update clients on progress to build trust and ensure alignment.
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- Visual Feedback: Encourage clients to use Atarim’s visual tools for precise feedback, reducing miscommunication.
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- Clear Documentation: Maintain detailed records of client feedback, task progress, and resolved issues for future reference.