Dashboard

1. Using the Analytics Page The Analytics dashboard helps you track team performance, task activity, project progress, and collaboration trends across your workspace. It gives

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

1. Accessing the Analytics Dashboard The Analytics tab helps you review project progress, task activity, response times, and team performance from one place. Instructions: Tip:

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

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

1. Setting the WordPress Account You AutoLogin With To control which WordPress account is used when opening WordPress from Atarim, first make sure the user

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