Dashboard
Run every project, task, and report from one place.
Activity Tracking and Reporting in Atarim
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
Dashboard · 2 min read
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.
Dashboard · 10 min read
How to Create a New Workspace
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
Dashboard · 3 min read
How to Rename a 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.
Dashboard · 2 min read
How to Delete a Workspace
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
Dashboard · 2 min read
Notifications
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
Dashboard · 2 min read
Analytics & Metrics
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:
Dashboard · 2 min read
How To Merge Projects
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
Dashboard · 3 min read
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
Dashboard · 3 min read
Canned Responses
Getting Started: Creating a Canned Response Using a Canned Response Using Prebuilt Templates Editing a Canned Response Deleting a Canned Response FAQs
Dashboard · 3 min read