Help
Getting Started
Core Features
Managing Projects
Client Collaboration
Role-Specific Guides
Integrations
Tips, Tricks, and Best Practices
FAQs and Troubleshooting
Training and Learning

Core Features

Setting Up Forms

Step-by-Step Guide 1. Adding Forms Instructions: Note: You do not need an active project to create a form. Tip: Give your form a clear, purposeful

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Canned Responses

Getting Started: Creating a Canned Response Using a Canned Response Using Prebuilt Templates Editing a Canned Response Deleting a Canned Response FAQs

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Image Based Collaboration

Step-by-Step Guide 1. Adding Designs to Atarim Description To collaborate on design assets, you first need to upload them to Atarim. Instructions Tip: Use descriptive

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Dashboard Settings

How to Customize Your Dashboard Settings in Atarim General Settings 1. Accessing the Dashboard Settings Description All customization options are available under Dashboard Settings. Instructions

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Kanban Boards

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

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The Inbox

Step-by-Step Guide 1. Accessing the Task Inbox Description: The Task Inbox is where all tasks across all projects are listed for easy management. Instructions: Tip:

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Time Tracking

Step-by-Step Guide 1. Starting the Timer Description Time tracking in Atarim begins directly within a task, ensuring that every minute of work is accurately logged.

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Internal Tasks

Step-by-Step Guide 1. Creating an Internal Task (URL) Description: Internal tasks can be created in projects, inbox, or boards. These tasks will remain visible only

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Guest Mode

Step-by-Step Guide 1. Turning Guest Mode On Description Guest Mode must be enabled in Atarim’s WordPress plugin settings to allow non-logged-in users to access collaboration

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Autologin

Step-by-Step Guide 1. Setting the WordPress Account You AutoLogin With Description: To control which WordPress account is used for AutoLogin, you need to configure the

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Project Stages

Step-by-Step Guide: 1. Navigate to the Project Milestones Section To begin, navigate to the settings panel of the project where you want to set milestones.

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