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Enhancing Team Productivity with Atarim’s Tools

Boost your team's efficiency and collaboration with Atarim’s powerful tools.

Atarim team Updated 29 Jul 2026 · 5 min read
Tips, Tricks, and Best Practices
An Atarim workspace with tasks, boards and assignments working together
Before you start

Relevant for

  • Project Managers
  • Design Leads
  • Team Members

Required knowledge

  • Familiarity with Atarim’s workspace setup and navigation.

Tools & resources needed

  • An active workspace and team members onboarded to Atarim.

Enhancing team productivity with Atarim’s tools is all about leveraging its powerful features to streamline task management, improve communication, and foster collaboration. Whether it's through visual collaboration tools, automation, or white labeling, Atarim ensures your team is equipped to tackle projects with efficiency and professionalism.

Step-by-Step Guide

1. Streamlined Task and Project Management

Atarim simplifies task and project management, ensuring teams can focus on execution rather than coordination.

Why It’s Important: Streamlined management reduces delays, ensures clarity in responsibilities, and minimizes miscommunication.

Instructions:

  • Use Visual Collaboration Tools to leave feedback directly on designs, images, or websites. This eliminates the need for lengthy email threads by allowing teams to comment on specific elements.
  • Leverage Task Popovers to create, prioritize, and assign tasks. Tasks can be marked as complete or set as internal for team-only visibility.
  • Organize workflows with Kanban Boards and Inbox views. Use the drag-and-drop feature to update statuses and ensure tasks are assigned to the right individuals.
  • Task pop-over
    Dragging and dropping tasks on the Board view

    Example use case: a marketing team manages campaign work on the Kanban board, moving tasks from “In Progress” to “Pending Review” as they go.

    Tip
    Review the Inbox or Board regularly to spot overdue tasks and reassign work based on current load.

    2. Effective Team Organization

    Organizing your team structure within Atarim simplifies navigation and ensures every member accesses the resources they need.

    Why It’s Important: Clear organization enhances focus and ensures accountability within specific roles or projects.

    Instructions:

  • Set up workspaces and folders by department, client, or project type. Assign team members to folders to control access.
  • Assign roles — Administrator, Team Member, or Collaborator — to define responsibilities and prevent unauthorized changes.
  • Creating a new workspace setup
    Setting up new project folder
    Assigning roles from the People screen

    Example Use Case: A design agency creates separate folders for each client, ensuring only the relevant team members can access those projects.

    Tip
    Keep workspace and folder names consistent with your organizational hierarchy to avoid confusion.

    3. Advanced Automation Features

    Automation reduces repetitive work, ensuring the team can focus on high-priority tasks.

    Why It’s Important: Automations save time, minimize errors, and keep tasks moving forward without manual intervention.

    Instructions:

  • Set up workflow automations to trigger actions, such as notifying users when a task status changes or escalating overdue work.
  • Sync Atarim with external tools such as Jira or ClickUp for task updates across platforms.
  • Sync task to Click Up
    Notify the team when “Bugs” tag is added.

    Example Use Case: Automate the task when a specific tag like “Bugs” is added and notify Support.

    Tip
    Review and update your automation rules periodically so they stay aligned with how projects actually run.

    4. Enhanced Communication

    Atarim’s communication tools ensure seamless interaction between team members, clients, and stakeholders.

    Why It’s Important: Centralized communication avoids scattered feedback and ensures everyone is aligned on project goals.

    Instructions:

  • Use Email Inbox Integration to consolidate communications and associate them automatically with relevant projects.
  • Share projects using direct links or email invitations, allowing stakeholders to provide feedback effortlessly.
  • Example Use Case: A client receives a shareable link to review a draft website and leaves comments directly on the page.

    Email Notifications – Client invited to collaborate
    Tip
    Make sure notifications are enabled so client feedback does not sit unnoticed.

    5. Performance and Accountability

    Monitoring team performance ensures transparency and helps identify areas for improvement.

    Why It’s Important: Tracking productivity and accountability fosters a culture of responsibility and continuous improvement.

    Instructions:

  • Use Time Tracking for tasks to monitor hours spent and calculate billable time.
  • Review Activity Feeds to track changes made by team members, ensuring accountability.
  • Time Tracking on Inbox Page
    Activity feed on the People screen
    Tip
    Use the time tracking reports to identify tasks consuming more time than expected, then optimise those workflows.

    Tip: Use time tracking reports to identify tasks that consume more time than expected and optimize those workflows.

    6. Customizable Forms

    Collecting structured input ensures all required information is available upfront, saving time and reducing misunderstandings.

    Why It’s Important: Structured forms streamline data collection, making project onboarding and updates more efficient.

    Instructions:

  • Create Customizable Forms for project intakes or surveys. Add specific fields to ensure no detail is missed.
  • Share forms with clients or internal teams via links or embeds.
  • Customizing Forms Settings

    Example Use Case: A project manager creates a form for client feedback on a new website feature, ensuring all input is captured in a structured manner.

    Tip
    Export a form and re-import it for recurring needs, rather than rebuilding it each time.

    7. White Label Options

    Customize Atarim to reflect your branding, ensuring a seamless and professional experience for clients.

    Why It’s Important: Branding enhances client trust and creates a cohesive professional image.

    Instructions:

  • Use the Brand Customization feature to add your company logo and colors.
  • Custom logo and color will be used in email notifications to reflect your brand identity.
  • White label settings

    Example Use Case: A digital agency adds its branding to Atarim, creating a professional and consistent experience for clients.

    Tip
    Update your branding elements whenever your company’s visual identity changes.

    FAQs

    Can I use automation for recurring tasks?

    Yes. Set up automation workflows to handle recurring task assignments or reminders.

    How do I customize forms for specific projects?

    Use the form builder to add project-specific fields.

    Can I integrate Atarim with Slack for task updates?

    Yes. Atarim integrates with Slack for task notifications and updates.

    How do I enable branding for my workspace?

    Open the White Label settings to add your logo and colours.

    Conclusion

    By leveraging Atarim’s comprehensive tools, teams can significantly enhance productivity, reduce bottlenecks, and improve communication. Whether it's through task management, automation, or seamless client interaction, Atarim ensures teams are set up for success. Begin by exploring the features highlighted here and customize them to suit your team’s needs.

    Tips & best practices

    • Regularly Update Task Statuses: Keep workflows transparent by updating task progress frequently.
    • Train Your Team: Ensure team members understand how to use Atarim’s features effectively.
    • Centralize Communications: Use Atarim’s inbox and integrations to keep conversations in one place.
    • Leverage Reports: Regularly review time-tracking and activity reports for insights.
    • Use Branding Strategically: Customize Atarim to reinforce your agency’s professionalism.

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