Dashboard
How to Create a New Workspace
Step-by-Step Guide 1. Log in to Atarim Description:Before creating a workspace, you need to access your Atarim account. Instructions: 2. Navigate to Workspaces Description:The workspace
How to Rename a Workspace
Step-by-Step Guide Step 1: Locate Your Workspace Description:The first step to renaming your workspace is finding where it is listed in your Atarim account. Instructions:
How to Delete a Workspace
Step-by-Step Guide Step 1: Navigate to Workspace Settings Description To delete a workspace, first, access the workspace settings in Atarim. Instructions Step 2: Select the
Websites Screen Overview
How Websites Appear in Your Projects Screen Adding Websites to Atarim Websites can be added to Atarim in two ways: Note: If a project is
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
The Email Inbox
1. Connecting Your Email to Atarim To start using the Email Inbox, follow these steps: Tip: Use your agency email (e.g., support@youragency.com) instead of personal
Adding DNS Records to Verify Your Domain
Domain Authentication You will need to add certain records to your DNS provider to allow app.atarim.io to send emails using your domain. Please note: these
Workflow (Automation)
Step-by-Step Guide Step 1: Navigate to Workflows Tip: If you don’t see the Workflows tab, check your permissions or ask an admin for access. Step
Activity Tracking and Reporting in Atarim
Step-by-Step Guide 1. Using the Analytics Page Description: The Analytics Page provides a real-time snapshot of your team’s activity, task flow, and time tracking to
Analytics & Metrics
Step-by-Step Guide 1. Accessing the Analytics Dashboard Description:The Analytics Tab gives you an overview of project efficiency, task trends, and response times. Instructions: Tip: Use
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.
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