Navigating the Atarim Dashboard

Step-by-Step Guide

1. Accessing the Analytics

The first step in using Atarim is accessing your analytics. This is where all your project overviews and tasks are displayed.

Instructions:

1. Log in to your Atarim account.
2. Once logged in, you’ll be navigate to Analytics from navbar.

Note: The Dashboard will display your active projects, tasks, notifications, and other important information.

2. Understanding the Main Menu

The main menu on the left-hand side provides access to your workspaces, notifications, tasks, and settings, etc.

The menu includes:

• Projects: Overview of all your active projects.
• Inbox: Central hub for all task-related messages.
• Boards: Visual task management tools to track project progress.
• Time Entries: Logs the time spent on specific tasks.
• Workflows: Automate repetitive processes. Trigger task assignments, status updates, notifications, and more based on specific actions or events.
• Forms: Create and manage forms to collect structured feedback, perform QA submissions, or onboard clients. Share via direct link or embed in workflows.
• Settings: Customize your account and notifications.

3. Using the Project Overview

The Project Overview section provides a high-level summary of all ongoing projects. For each project, you’ll see key details such as the project’s home page thumbnail, URL, assigned team members, total open tasks, and access to project settings.

Instructions:

• Click on the Projects menu to view all your active projects.
• In the Projects Overview, each project is displayed as a block that includes:
  • A thumbnail of the project’s home page.
  • The project’s URL.
  • A list of assigned team members.
  • The total number of open tasks.
  • A project settings icon to manage project-specific options.

Tip: Use the project settings icon to quickly access configuration options for each project.

4. Managing Notifications

Atarim sends notifications to keep you updated on task progress and feedback. You can access these notifications directly from the dashboard.

Instructions:

• Notifications are located in the bottom left corner of the dashboard menu panel.
• Click the bell icon to view recent notifications about task updates, comments, or client feedback.

Recommendation: Make sure to assign the appropriate team member to critical tasks or feedback to ensure they stay on top of project updates.

5. Navigating Forms

Description:
Forms in Atarim are used to collect structured feedback or task information from clients, stakeholders, or teammates. Learn more on how to Customize Forms to Fit Your Workflow Needs.

Instructions:

• Click “Forms“ from the left-hand menu.
• Create a new form or open an existing one.
• Customize your form using available input fields (e.g., text, dropdowns, file uploads).
• Share the form via a link or embed in a client workflow.

Use Case Examples:

• Pre-launch checklists
• Client onboarding questions
• Internal QA submission templates

Recommendation: Use forms to standardize recurring intake processes across projects.

6. Automating with Workflows

Description:
Workflows allow you to automate task management, form routing, and notifications across your workspace. Learn more on How to Create a Workflow (Automation)

Instructions:

• Click “Workflows“ from the main menu.
• Choose or Select “Custom Workflow”.
• Define a trigger (e.g., “Form submitted”, “New task created”).
• Add actions such as:
  • Notify a team member
  • Assign a task
  • Move to a specific board column
  • Send an email

Tip: Use workflows to eliminate manual follow-ups and reduce human error.

FAQs