Tips, Tricks, and Best Practices
Get more out of Atarim, faster.
Unlock Efficiency: Simplify Task and Project Views with Atarim Filters
Filters are per person — yours don’t change anyone else’s view. Where Filters Live Filters are a plan feature in the Inbox and on
Tips, Tricks, and Best Practices · 4 min read
Grid vs. List View: Which One is Right for You?
Same projects, different emphasis. Neither view shows its project controls to a collaborator, or on a locked project. List View is a plan feature
Tips, Tricks, and Best Practices · 5 min read
How to Use Tags Effectively in Atarim
Clients and guests can see tags — and change them Tags aren’t internal. Anyone collaborating on the project can read them, and guests can
Tips, Tricks, and Best Practices · 5 min read
Enhancing Team Productivity with Atarim’s Tools
Most productivity gains come from setup, not effort. Area What it removes Task and project management Coordination overhead and email threads about where something
Tips, Tricks, and Best Practices · 5 min read
Optimizing Task Management for Large Teams
At scale, structure is what stops work getting lost. 1. Organise with Workspaces and Folders Assigning people at folder level saves granting access project
Tips, Tricks, and Best Practices · 5 min read
Best Practices for Client Onboarding and Collaboration
On a project anyone with the link can open, clients need no account — the link is the whole handover. Let Clients Comment Directly
Tips, Tricks, and Best Practices · 6 min read
Reducing Feedback Cycles with Visual Collaboration
A pinned comment removes the round trip that a description creates. 1. Comment Directly on the Page Comment mode is the switch that turns
Tips, Tricks, and Best Practices · 5 min read
How to Organize Projects for Maximum Efficiency
Structure decided early is far cheaper than structure retrofitted. Level What it does Use it when Workspace Complete separation — projects, email inboxes, integrations,
Tips, Tricks, and Best Practices · 5 min read
Tips for Faster Feedback Loops with Atarim
The goal is one round, not three. 1. Comment Directly on the Work Feedback attached to the element it concerns removes the round trip
Tips, Tricks, and Best Practices · 5 min read
Email Notifications: Controlling What Your Workspace Sends
Where to Find It These settings are per workspace, so a change here affects only the workspace you are currently in. Instructions: The panel
Tips, Tricks, and Best Practices · 11 min read