Dashboard

Step-by-Step Guide 1. Using the Analytics Page The Analytics Page provides a real-time snapshot of your team’s activity, task flow, and time tracking to help

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

Step-by-Step Guide 1. Log in to Atarim Before creating a workspace, you need to access your Atarim account. Instructions: 2. Navigate to Workspaces The workspace

Step-by-Step Guide Step 1: Locate Your Workspace The first step to renaming your workspace is finding where it is listed in your Atarim account. Instructions:

Step-by-Step Guide Step 1: Navigate to Workspace Settings To delete a workspace, first, access the workspace settings in Atarim. Step 2: Select the Workspaces Tab

Step-by-Step Guide Step 1: Open the Notification Panel The notification panel helps you stay updated on important actions and changes within your projects. Step 2:

Step-by-Step Guide 1. Accessing the Analytics Dashboard The Analytics Tab gives you an overview of project efficiency, task trends, and response times. Instructions: Tip: Use

Step-by-Step Guide 1. Access the Project Screen To start merging projects, navigate to the Project Screen in your Atarim dashboard. Instructions: Tip: Before merging projects,

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

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

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

Step-by-Step Guide: 1. Accessing the Kanban Board The Kanban Board provides a structured, drag-and-drop interface for visualizing task progress and managing workloads effectively. Tip: If