Help
Getting Started
Visual Collaboration
Managing Projects
Client Collaboration
Dashboard
Role-Specific Guides
Integrations
Tips, Tricks, and Best Practices
FAQs and Troubleshooting
Training and Learning
Account & Billing

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

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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:

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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

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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 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

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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

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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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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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