Kanban Boards
Master visual task management with Atarim’s Kanban Board for streamlined project tracking and collaboration.
Atarim’s Kanban Board is a highly visual and intuitive task management tool designed to help teams efficiently track progress, manage workflows, and enhance collaboration. Featuring real-time updates, advanced filtering, drag-and-drop functionality, and deep task customization, it ensures that every team stays aligned and productive.
Relevant For
- Project Managers
- Team Members
Prerequisites
- An active Atarim workspace.
- A project with existing tasks or the ability to create new ones.
Step-by-Step Guide:
1. Accessing the Kanban Board
Description
The Kanban Board provides a structured, drag-and-drop interface for visualizing task progress and managing workloads effectively.
Instructions
- Log in to Atarim.
- Select the “Boards“ tab.
- Choose a specific project or select all projects for a broader view.
Tip: If managing multiple projects, use filtering options to focus on specific ones.
2. Advanced Filtering & Searching
Description
Quickly find tasks using powerful filtering and search features.
Instructions
- Filter tasks by:
- Status: Open, In Progress, Pending Review, Complete.
- Priority: Low, Medium, High, Critical.
- Type: General, website, or image tasks.
- Tags: Use labels to categorize tasks.
- Assigned To: View tasks for specific team members.
- Created By: Locate tasks based on their creator.
- Search & Select Projects:
- Use the search bar to locate projects by name.
- View tasks from a single project or multiple projects at once.
Recommendation: Apply consistent tags across tasks to improve searchability.
3. Task Details & Customization
Description
Each Kanban task card provides detailed insights and customization options to streamline workflow management.
Instructions
Task Details Include:
- Screenshot: Automatically captures the task’s state at creation.
- Technical Details: Displays browser, OS, screen size, and task creator.
- Page Link: Provides direct access to the task’s source.
- Collaboration Link: Shareable URL for inviting stakeholders.
- Timer: Tracks time spent on a task.
- Attachments: Allows file, image, and document uploads.
Task Management Actions:
- Reply & Comment – Discuss updates directly within tasks.
- Make Internal Tasks – Hide tasks from external stakeholders.
- Mark as Complete – Instantly update task status.
- Add Internal Notes – Leave private notes visible only to team members.
Note: Internal notes help document project-related discussions without notifying clients.
4. Drag-and-Drop Task Management
Description
Easily update and reorganize tasks using drag-and-drop functionality.
Instructions
- Move tasks between columns to reflect progress updates.
- Reorder tasks within a column to prioritize work.
- Drag tasks into folders for structured organization.
- Move multiple tasks at once for quick bulk updates.
Tip: Use the Priority Board view to focus on high-impact tasks first.
5. Instant Task Navigation
Description
Navigate directly to a task’s context with one click, eliminating the need to search manually.
Instructions
- Click on a task in the Kanban Board.
- Select “Go to Task” to:
- Open the exact web page or collaboration screen.
- View the task’s context in real-time.
- Reduce time spent switching between screens.
Note: This feature minimizes miscommunication and accelerates task execution.
6. Popover Task Management
Description
Modify tasks efficiently without navigating away from the Kanban view.
Instructions
- Click on a task to open a popover window.
- Update task status, priority, and tags instantly.
- Assign or reassign team members as needed.
- Reply to comments, attach files, and edit descriptions.
- Close the popover and continue working without interruptions.
Recommendation: Use popover management for quick updates to maintain workflow momentum.
FAQs
No, the Kanban Board is available only to internal team members.
Yes, multiple tasks can be selected and updated simultaneously.
Yes, team members receive notifications when task statuses change.
Tips & Tricks
- Use consistent task naming conventions to improve clarity.
- Apply tags strategically for better filtering and organization.
- Leverage drag-and-drop sorting to adjust priorities effortlessly.
- Encourage real-time status updates to keep teams aligned.
- Utilize “Go To Task” for faster navigation between tasks.
Summary
- Organize tasks visually for structured workflows.
- Use real-time collaboration tools for seamless execution.
- Improve efficiency with drag-and-drop, filtering, and quick task navigation.
