How to Organize Projects for Maximum Efficiency
Effortlessly streamline project organization for enhanced productivity.

Relevant For
- Project Managers
- Design Leads
- Team Members
Prerequisites
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- Access to Atarim with appropriate user permissions.
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- Active projects and workspaces set up.
Step-by-Step Guide
1. Set Up Workspaces
Use workspaces to separate projects by brand, client, or department, ensuring complete segmentation with siloed projects, email inboxes, integrations, tasks, and user access for enhanced collaboration and organization.
Instructions:
- Navigate to the Workspace Selection screen after logging in.
- Create new workspaces by clicking “Add Workspace.”
- Name your workspace and assign team members as needed.


Tip: Organize workspaces by departments or clients to avoid cross-project confusion.
2. Organize Projects on the Projects Screen
Manage and view all your projects in one place with filtering and sorting options.
Instructions:
- Access the Projects screen from the main dashboard.
- Add projects using the URL, WordPress plugin, or design upload options.
- Use filters (e.g., WordPress-based, image-based) and sorting tools to prioritize.

Tip: Group project by folder for better organization.
3. Create Folders for Better Grouping
Folders allow you to group projects for simplified team access and management.
Instructions:
- Drag and drop projects onto one another to create a folder.
- Assign team members to the folder for automatic access.
- Use the folder settings to edit permissions or rename folders.

Recommendation: Group projects by clients or types for better oversight.
4. Utilize Project stages for Clear Timelines
Stages keep projects on schedule by defining key deadlines.
Instructions:
- Open a project, navigate to “project stages,” and add key dates.
- Define stages like “Design Review” or “Final Approval.”
- Share stages with clients for transparency.

Note: Project stages help enforce accountability across all stakeholders.
5. Archive and Delete Projects to Maintain Focus
Keep your dashboard clutter-free and free up project slots by managing inactive projects.
Instructions:
- Use the archive option for inactive projects you may revisit later.
- Only delete projects if they’re no longer needed; this action is irreversible.

Tip: Archived projects don’t count against your active project quota.
FAQs
Yes, unassign project from one folder and assign it to another one.
Deleted projects are permanently removed and cannot be recovered.
Assign team members at the folder level to grant access automatically.
Tips & Tricks
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- Use Kanban and Inbox Views: Leverage Kanban boards for a high-level overview and Inbox for detailed task management.
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- Regularly Refresh: Update project statuses and archive completed ones to maintain dashboard clarity.
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- Leverage Collaboration Tools: Use visual annotations and task assignment for seamless feedback loops.