Agency Dashboard

The ins and outs of the Atarim Agency Dashboard

Agency Dashboard Overview

The Agency Dashboard gives you a complete overview of your business. It's where you can access all requests made inside your websites, assign your team members, track time and more! You are also...

Avatar

By Vito Peleg

updated 3 months ago

Agency Dashboard Website Sorting

In the agency dashboard, we have a feature known as Sorting, A sorting feature will put items in a list into an order, such as alphabetical or numerical order, newest websites, or oldest websites...

Avatar

By Vito Peleg

updated 8 months ago

Using the search

The search function assists users in finding their websites and tasks more quickly and efficiently. It assist users in finding things more quickly. and make navigating for users more clear. There...

Avatar

By Vito Peleg

updated 8 months ago

The Task Inbox

The Task Inbox is essentially an email inbox that is attached to your Agency Dashboard. The intended use is to stop emails that your clients are sending you from ending up in your personal email...

Avatar

By Jehrome Griffiths

updated 7 months ago

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 records will not affect your original...

Avatar

By Vito Peleg

updated 6 months ago

Using Webhooks

To show how webhooks work, we will be using Zapier as an example of how to get them setup. If you have a specific request on how to use webhooks using a different platform or method, please contact...

Avatar

By Jehrome Griffiths

updated 11 months ago

Using Gsuite for Forwarding Email

In this article, we will explain how to set up forwarding for google services. There are two cases if you are using google settings. If you want to set up forwarding for Gmail Account Google...

Avatar

By Vito Peleg

updated 10 months ago

New Billing Flow

We have redesigned our Billing flow to make it even more user-friendly, clearer, and simpler for all the users. Now, we have updated our billing flow. Here are some of the new features added to...

Avatar

By Vito Peleg

updated 9 months ago

Email Signature

You can now add an email signature to emails that are sent from inside the Agency Dashboard, giving you more customization and personalization.  The new signature feature gives you even more...

Avatar

By Vito Peleg

updated 8 months ago

How to Archive a website

In the Agency dashboard, if you don’t want to see the website on the website section on the agency dashboard. You can simply archive it. Archiving the website does not mean we are deleting the...

Avatar

By Vito Peleg

updated 8 months ago

Adding Any Website To Your Agency Dashboard

You can add any type of website to your Agency Dashboard, all you need is the URL! Once added, you have some awesome options to get your clients' and team members in to start collaborating. Adding...

Avatar

By Jehrome Griffiths

updated 3 months ago

Slack Integration

In this article, we are going to outline how to connect your Slack Workspace to Atarim, and the different functions this enables you to perform. It's super easy to get started and opens up a bunch...

Avatar

By Jehrome Griffiths

updated 4 months ago

Pabbly Integration

In this article, we'll explain how to create a workflow with Atarim using Pabbly, and connect 800+ apps. It's a simple process, and should only take around 5 minutes to get going (depending on the...

Avatar

By Jehrome Griffiths

updated 4 months ago

Project Stages

Keeping track of deadlines for stages of a project can be a nightmare, especially when trying to keep your client on the timeline you've laid out.  This is why we created Project Stages. In this...

Avatar

By Jehrome Griffiths

updated 3 months ago

Jira Integration

In this piece of documentation, we'll be taking you through how to get your Jira integration with Atarim set up, and how you can leverage this functionality to have a seamless workflow between...

Avatar

By Jehrome Griffiths

updated 3 months ago

Asana Integration

In this article, we'll take you through step-by-step on how to integrate Asana into Atarim. You'll be able to manually and automatically push tasks into Asana from Atarim, and pull entire task...

Avatar

By Jehrome Griffiths

updated about 2 months ago

Integrating Rocket.net

Now that your Rocket.net account is connected, you'll see a new button on this screen. NOTE: Only available on the Atarim Expert & Agency Plans and you need a Rocket.net account With this...

Avatar

By Jehrome Griffiths

updated 18 days ago

Dashboard Screen

Dashboard Screen Overview

The Dashboard screen is where you should start every morning in your agency. The information on this page is intended to give you what you need to make decisions throughout your day. We have chosen...

Avatar

By Jehrome Griffiths

updated 8 months ago

First Response Time

This measures the time it takes for tasks that are created on your network of websites to be replied to. Looking at the above example, this means that on average, the first reply to tasks happens...

Avatar

By Jehrome Griffiths

updated about 1 year ago

Task Completion Time

Task completion time is such an important, if not the most important data point you should be paying attention to within your agency. In the example above, this is telling us that on average it...

Avatar

By Jehrome Griffiths

updated about 1 year ago

Pending Urgent Tasks

This KPI shows the number of open urgent tasks across all websites on the Agency Dashboard. Picture this scenario, you go to sleep with this number at 0. You wake up and see this KPI has risen to...

Avatar

By Jehrome Griffiths

updated about 1 year ago

Total Tasks Completed

This shows you the total number of tasks you've completed since implementing Atarim into your agency. We just want to let you know the amount of work you've completed using Atarim, we also compare...

Avatar

By Jehrome Griffiths

updated about 1 year ago

Weekly Number of Tasks

This graph shows you the amount of tasks that have been created on your Agency Dashboard websites, measuring it per week and going back 12 weeks. This data point is to show you the amount of work...

Avatar

By Jehrome Griffiths

updated about 1 year ago

Websites With Most Time Tracked

This is one of the most important KPI's to pay attention to, keeping up to date with how much time is being spent on your client's websites is paramount to making sure you are getting paid the...

Avatar

By Jehrome Griffiths

updated about 1 year ago

Tasks Completed This Week VS Last Week

Sometimes it can be difficult to keep track of what work has been done, it's way easier to focus on the here and now. When it comes to tracking what is happening on a weekly basis, things can get...

Avatar

By Jehrome Griffiths

updated 3 months ago

Full Team Activity

Here you can see everything that has been done by all users on your Agency Dashboard. This includes changing task status, urgency, creating general tasks, deleting tasks etc.  This is a great way...

Avatar

By Jehrome Griffiths

updated about 1 year ago

Website Screen

Website Screen Oveview

The website screen is where you'll see all of the websites that have the Client Interface Plugin installed and validated with your license. The thumbnail for each website is taken from the homepage...

Avatar

By Jehrome Griffiths

updated 8 months ago

Adding & Removing Users From Websites

By adding and removing websites from a user, you are displaying or hiding a website from them. This is great to keep your team focused on the projects they are working on or if you are using...

Avatar

By Jehrome Griffiths

updated 8 months ago

How to Archive a website

In the Agency dashboard, if you don’t want to see the website on the website section on the agency dashboard. You can simply archive it. Archiving the website does not mean we are deleting the...

Avatar

By Vito Peleg

updated 8 months ago

Task Center

Auto Login

By logging into your Agency Dashboard, you have the option to automatically login to all WordPress websites where the Client Interface Plugin is active. In this post, we'll go through how to...

Avatar

By Jehrome Griffiths

updated about 2 months ago

Tasks

Here you can see all tasks that have been created per website. By clicking on a website inside the right sidebar, tasks from that site will show in the tasks column. By replying to tasks here, the...

Avatar

By Jehrome Griffiths

updated 8 months ago

Sidebar

Auto screenshots When a task is created on a website, Atarim takes an automatic screenshot of the view of the person who made the task. Inside the screenshot, the element that was selected is...

Avatar

By Jehrome Griffiths

updated about 1 year ago

Assigning Users

We have further expanded the assigning users function inside tasks to ensure that everyone is held accountable for the work they should be doing. Before you could only assign one person at a time...

Avatar

By Jehrome Griffiths

updated 8 months ago

Time Entries

Tracking Time

Tracking time is vital for your agency, it boosts productivity and ensures you are getting paid the correct amount by your clients. To track time, first we need to choose a task. Once you've opened...

Avatar

By Jehrome Griffiths

updated 8 months ago

Time Entries Page

Here you can see a break down of the time tracked by day, you can see who the task is assigned to, a description of what was done, the website and whether or not a task should be billable. By...

Avatar

By Jehrome Griffiths

updated 8 months ago

Boards

Kanban Board

Similar to the "Task Center", your boards are filled with tasks that are created on the website side using the Client Interface Plugin. You can drag tasks between columns to update their status and...

Avatar

By Jehrome Griffiths

updated 8 months ago

Task Pop Over

By clicking on a task inside the boards, we can see the details of that task with the pop over. Here you can assign users, reply to comments, add notes, start timers and auto-login and get taken...

Avatar

By Jehrome Griffiths

updated about 1 year ago

Users

User Profile

To visit your user profile, you can click your avatar in the top right and go to "Profile". Here we can see your entire activity, everything you've done on your Agency Dashboard since your account...

Avatar

By Jehrome Griffiths

updated about 1 year ago

User Roles

There are two user roles on your Agency Dashboard: Admin and Contributor. Admin Admins can do everything on the Agency Dashboard, they can check other users profiles, change user roles of other...

Avatar

By Jehrome Griffiths

updated 8 months ago

Deleting Users

To delete a user, you need to go to their profile by clicking here: Once on the users profile, you can click here to delete it: This will remove their account from your Agency Dashboard.

Avatar

By Jehrome Griffiths

updated about 1 year ago

Inviting Users

To invite a new user to your Agency Dashboard, first you need to go to your profile by clicking here: Once inside your profile, you can click on the plus icon here: By clicking here, we are taken...

Avatar

By Jehrome Griffiths

updated 8 months ago

Settings

Global Settings

The settings inside your Agency Dashboard are to setup the global settings for websites that have the Client Interface Plugin installed ( if you need to know more about this on the website side,...

Avatar

By Jehrome Griffiths

updated 8 months ago

Slack Integration

In this article, we are going to outline how to connect your Slack Workspace to Atarim, and the different functions this enables you to perform. It's super easy to get started and opens up a bunch...

Avatar

By Jehrome Griffiths

updated 4 months ago