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How to Organize Projects for Maximum Efficiency

Effortlessly streamline project organization for enhanced productivity.

Atarim team Updated 29 Jul 2026 · 2 min read
Tips, Tricks, and Best Practices
Atarim projects organised into folders across a workspace
Before you start

Relevant for

  • Project Managers
  • Design Leads
  • Team Members

Required knowledge

  • Basic familiarity with Atarim’s dashboard and navigation.

Tools & resources needed

  • Access to Atarim with appropriate user permissions.
  • Active projects and workspaces set up.

In today's fast-paced collaborative environments, effective project organization is the key to ensuring timely delivery, clear communication, and optimal resource utilization. With Atarim's powerful project management tools, you can structure your projects for maximum efficiency, reducing bottlenecks and enhancing team alignment.

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:

  • Open the Workspace selection screen after logging in.
  • Select Add Workspace.
  • Name the workspace and assign team members as needed.
    • Creating a New Workspace
    Name your workspace
    Add users
    Set user roles
    Customize your workspace by adding an icon
    Tip
    Organize workspaces by department or client 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:

  • Open the Projects screen from the main dashboard.
  • Add projects using the URL, WordPress plugin, or design upload options.
  • Use the filters and sorting tools to prioritise what you see.
    • Sorting and filtering projects
    Tip
    Group projects 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 one project onto another to create a folder.
  • Assign team members to the folder for automatic access to everything inside it.
  • Use the folder settings to edit permissions or rename the folder.
    • Setting up new project folder
    Organize related projects into one folder depending on the team, client, or objective
    Recommendation
    Group projects by client or by type for better oversight.

    4. Utilize Project Stages for Clear Timelines

    Stages keep projects on schedule by defining key deadlines.

    Instructions:

  • Open a project, go to Project Stages, and add your key dates.
  • Define stages such as “Design Review” or “Final Approval”.
  • Share the stages with clients for transparency.
    • Milestone Deadlines
    Creating Milestone

    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:

  • Archive inactive projects you may want to revisit later.
  • Only delete a project if it is genuinely no longer needed — deletion is irreversible.
    • Archive multiple projects
    Tip
    Archived projects do not count against your active project quota.

    FAQs

    Can I move projects between folders?

    Yes. Unassign the project from one folder, then assign it to another.

    What happens if I delete a project?

    Deleted projects are permanently removed and cannot be recovered.

    How do I share a folder with my team?

    Assign team members at the folder level to grant access automatically.

    Conclusion

    By leveraging Atarim's tools for workspaces, projects, and project stages, you can streamline your workflows, reduce miscommunication, and enhance overall team productivity.

    Tips & best practices

    • Use Kanban and Inbox Views: Leverage Kanban boards for a high-level overview and Inbox for detailed task management.
    • Regularly Refresh: Update project statuses and archive completed ones to maintain dashboard clarity.
    • Leverage Collaboration Tools: Use visual annotations and task assignment for seamless feedback loops.

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