Enhancing Team Productivity with Atarim’s Tools
Boost your team's efficiency and collaboration with Atarim’s powerful tools.
Relevant For
- Project Managers
- Design Leads
- Team Members
Prerequisites
- An active workspace and team members onboarded to Atarim.
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.


Example Use Case: A marketing team uses the Kanban board to manage their campaign tasks, moving tasks like “Open” from “In Progress” to “Pending Review.”
Tip: Regularly review the task list in the Inbox/Board to identify overdue tasks or reassign items based on workload.
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 to users, such as Admin, Contributor, or Collaborators, to define responsibilities and prevent unauthorized changes.



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 specific actions, such as notifying users when a task status changes or escalating overdue tasks.
- Sync Atarim with external tools like JIRA or ClickUp for seamless task updates across platforms.

Example Use Case: Automate the task status to “Urgent” when a specific tag like “Escalate Now” is added.
Tip: Review and update automation rules periodically to align with project needs.
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.
Tip: Make sure that notifications are enabled to stay updated on client feedback.
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.


Example Use Case: Export a time-tracking report for invoicing a client or conducting a weekly productivity review.
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.

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 the form and Import it for recurring needs.
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.

Example Use Case: A digital agency adds its branding to Atarim, creating a professional and consistent experience for clients.
Tip: Update branding elements to reflect any changes in your company’s visual identity.
FAQs
Yes, set up automation workflows to handle recurring task assignments or reminders.
Use the customizable form builder in Atarim to add project-specific fields.
Yes, Atarim integrates with Slack for instant task notifications and updates.
Navigate to the White label settings to add logo and color.
Tips & Tricks
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- 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.