Last Updated On 2025-03-08
Unlock Efficiency: Simplify Task and Project Views with Atarim Filters
Learn how to use Atarim's filters to focus on what matters and save time on your workflows.
Filters in Atarim are designed to give you clarity and focus, enabling you to zoom in on what matters most. By using filters effectively, you can:
- Prioritize urgent tasks.
- Streamline your workflow by focusing on specific project types or tasks.
- Improve team communication by sharing focused views.
Relevant For
- Project Managers
- Design Leads
- Team Members
Prerequisites
Basic familiarity with navigating Atarim’s Projects Screen, Inbox, and Boards.
- Access to an active Atarim workspace with multiple projects and tasks.
Where Can You Use Filters in Atarim?
Filters in Atarim are available across two key areas:
- Projects Screen: Narrow your view to specific types of projects, such as WordPress websites or design files.
- Inbox and Boards: Refine your task list based on criteria like priority, status, or assignees.
Step-by-Step Guide
1. Access Filters
Filters are easy to access in Atarim:
- Projects Screen: Locate the filter options at the top of the page.
- Inbox and Boards: Open the filter menu from the top toolbar or the sidebar.
2. Filters on the Projects Screen
On the Projects Screen, you can filter projects by:
a. Project Type
- What it does: Filters projects based on type (e.g., WordPress, URL-based, or design projects).
- Example Use Case:
- If you’re a design lead, filter projects to focus solely on design/image files for a client review session.
- As a project manager, view only WordPress projects to check the status of development tasks.
b. Sorting Options
- Sort Projects By:
- Newest or oldest project first.
- Alphabetical order (A-Z or Z-A).
- Projects with the most or least tasks.
- Example Use Case:
- Sort by “Most Tasks First” to identify the busiest projects that need your immediate attention.
3. Filters on Inbox and Boards
The Inbox and Boards are where filters shine for task management. These filters help refine your task view for laser-focused productivity:
a. Status Filters
- What it does: View tasks by their current status: Open, In Progress, Pending Review, or Complete.
- Example Use Case:
- A QA engineer can filter tasks marked as “Pending Review” to review bugs reported by developers.
b. Priority Filters
- What it does: Sort tasks by priority (High, Medium, Low).
- Example Use Case:
- If you’re working on a tight deadline, filter by “High Priority” tasks to ensure critical tasks are handled first.
c. Assigned To / Created By Filters
- What it does: View tasks assigned to or created by specific users.
- Example Use Case:
- A project manager can filter tasks assigned to their team members to track individual progress.
d. Task Type Filters
- What it does: Focus on specific types of tasks (e.g., Admin, Page-related, Graphics, Email-based).
- Example Use Case:
- A frontend developer can filter “Page” tasks to identify areas requiring immediate coding updates.
e. Tags
- What it does: Use custom tags like “Backlog” or “Urgent” to group tasks for quick reference.
- Example Use Case:
- For marketing managers, tags like “Critical” or “Draft” can help sort campaign-related tasks effectively.
4. Combine Filters with Sorting Options
Filters and sorting options work best together. For instance:
- Scenario 1: Filter tasks assigned to you AND sort by “High Priority” to address critical tasks first.
- Scenario 2: Filter by “Pending Review” AND sort by “Oldest Task First” to catch overdue tasks.
FAQs
Can I save my filter settings for future use?
Atarim does not currently support saved filter views, but filters can be quickly re-applied manually.
Do filters work across multiple projects?
Yes! In the Inbox and Boards, you can apply filters to tasks from all projects or focus on a single project.
Are same filter settings applied to team members?
No, filters are applied per user, so they won’t affect how others view tasks or projects.
What happens if no tasks match my filters?
You’ll see an empty list. Double-check your filter criteria or clear the filters to view all tasks again.
Tips & Tricks
- Align Filters with Your Workflow:
- Use filters tailored to your role. For example, design teams may rely on “Graphics” filters, while developers might focus on “Page” tasks.
- Encourage Team Usage:
- Create a culture where team members actively use filters to improve collaboration and communication.
- Combine Tags with Filters:
- Tags like “Urgent” or “In Backlog” can help group tasks for easy retrieval during busy periods.
- Leverage Real-Time Updates:
- Filters update your task view instantly, saving time when switching between priorities.
Summary
Filters in Atarim are more than a convenience—they’re a strategy for smarter work. By using them effectively, you can:
- Reduce clutter.
- Improve focus.
- Work collaboratively with your team to meet deadlines.
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