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Projects Screen Overview

Your home screen in Atarim — every project you work on, how to add more, and how to find the one you need.

Atarim team Updated 6 Oct 2026 · 14 min read
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The Atarim websites screen with the project grid and toolbar
Before you start

Relevant for

  • Anyone using Atarim day to day — this is the screen you will spend most of your time returning to.

Required knowledge

  • None. This article assumes you have just logged in for the first time.

Tools & resources needed

  • An Atarim account, and the URL of a website you want to work on.

The Projects screen is where Atarim opens. Everything you work on lives here as a project — a website, a set of designs, or a page you are collecting feedback on — and every other part of the product is reached by opening one.

You may see this called the Websites screen in older material. They are the same screen — projects is the current term, and it covers more than websites. A project can be a live site connected through the WordPress plugin, a site added by URL, a site connected with a script, or a set of designs and images.

One workspace at a time
The screen shows the projects in your current workspace only. If something is missing, check the workspace switcher at the top of the left navigation before anything else.

What you can add here

Select Add new, the first card on the Projects screen, or choose Add new from the ⋮ menu at the top right. A panel opens asking What do you want to add? Hover an option to see what it is for. Which options you see depends on your role. The Connect via MCP button at the top of the screen opens the same panel on Connect an AI client.

OptionUse it for
Drop a URLAny public website, by URL. Nothing to install, and the quickest way to start.
Manage a WordPress siteA WordPress site connected through the Atarim plugin. It opens your site’s WordPress admin so you can install the plugin.
Upload designs or PDFsMockups, PDFs, images and other design files you want feedback on.
Connect to FigmaA Figma file, imported from its link.
Create a folderA folder to group projects together.
Connect an AI clientSetup steps for working with Atarim from your own AI coding tool.
Add a Client does not create a project
The Add a Client (Beta) button at the top of the screen creates a client, with a workspace of their own, instead. Learn More About Inviting Clients To Collaborate.

Each option opens its own panel. Drop a URL is the quickest: enter an address and the project is created in seconds. To connect an existing website project with a script instead, open its card’s ⋮ menu and select Connect the website.

Tip
Start with Drop a URL even if you plan to install the plugin later. A URL project takes seconds, needs no access to the site, and can be connected properly at any point.

Each method has its own requirements and setup steps. Learn More About Creating Your First Project.

What a project card shows

Each project appears as a card carrying several pieces of information at a glance.

On the cardWhat it tells you
ThumbnailAn automatically captured image of the site. Design projects show the design itself instead.
Project nameWhat you named it when adding it. Select the name to rename the project in place.
Assigned peopleAn avatar stack in the corner showing who is on the project. Two faces are shown, with a count for anyone beyond that.
Milestone badgeWhere a milestone is set, its name and how far away the due date is — for example Launch — in 12 days. Its colour reflects how close or overdue it is. Selecting it opens the milestone.
Task countHow much work is outstanding on the project.

Hover a card to show its buttons. The ⋮ menu on the card also has Manage tasks, which opens the project in your Inbox, and View on Kanban, which opens it on Boards.

ActionWhat it opens
OpenOpens the live site with Atarim’s visual feedback tools on top. Its tooltip reads Visually collaborate on this project.
ShareInvites stakeholders so they can create tasks on this project.
ManageOpens the project dashboard (Beta).

The Artifacts card on the grid isn’t a project. It collects the reports and audits Atarim generates for you, and it doesn’t use a project slot. Learn More About Artifacts.

Choosing the right action

Open, Manage tasks and View on Kanban show the same tasks in different shapes, which is the part that confuses people first time.

If you want to…Use
Point at something on the page and describe the changeOpen — the visual layer over the live site
Work through a list of what is outstandingManage tasks, in the card’s ⋮ menu
See work moving between stages, or drag it alongView on Kanban, in the card’s ⋮ menu
Bring a client or stakeholder inShare
See the project’s overview, settings, and AI activityManage (Beta)
Tip
Open is the one to try first. It opens the actual website with a commenting layer over it, which is the feature most people come to Atarim for. Inbox and Boards show the same tasks afterwards — nothing is created twice.
Note
A locked project — one beyond your plan’s limit — shows its card but not these actions. The card offers an upgrade prompt instead.
Tip
For WordPress projects connected through the plugin, you can also reach the site’s admin area from Atarim without entering credentials. Learn More About Autologin.

The Project Actions menu

Alongside the hover buttons, each card carries a ⋮ menu headed Project Actions. This is where project-level management lives, as opposed to the day-to-day work. What appears depends on your permissions, so two people may see different options on the same project.

ActionWhat it doesRead more
Manage tasksOpens this project’s tasks in the Inbox.
View on KanbanOpens this project’s tasks on Boards.
Connect the websiteGives you a script to add to the site’s pages, for sites behind a login or not on WordPress. Not shown on design projects.Learn More About Connecting A Site
Assign Team MembersChooses who works on this project. Assigned people appear in the avatar stack on the card.Learn More About Assigning Work
Change Project SettingsOpens this project’s own settings, separate from your workspace settings.Explore Project Settings
Set Project StagesTracks the project through its lifecycle. A paid feature — on lower plans this opens an upgrade panel.Discover Project Stages
ArchiveClears the project out of the main view, frees its slot, and keeps everything recoverable.Learn More About Archiving
DeleteRemoves the project and all its tasks and activity permanently.Read Before You Delete
Archive rather than delete when in doubt
Archiving frees the same project slot but keeps the tasks, comments, and feedback history, and restoring takes two clicks. Deletion is permanent — Atarim asks you to type a randomly generated four-digit number before it will proceed, precisely because it cannot be undone.
Project Actions menu on a project card with Assign Team Members highlighted
Assign Team Members
Project Actions menu on a project card with Change Project Settings highlighted
Change Project Settings
Project Actions menu on a project card with Set Project Stages highlighted
Set Project Stages
Project Actions menu on a project card with Archive highlighted
Archive
Project Actions menu on a project card with Delete highlighted
Delete

Archived projects

Archiving does not delete anything — it moves a project out of the main view, frees its slot, and keeps its tasks and history intact. Everything you have archived is reached from this screen via Projects Settings → Archived Projects, and can be brought back from there.

Restoring is called activating
The interface uses activating rather than “restore”, so do not go looking for a restore button. Archived Projects is also the first place to check when a project appears to have vanished.

Archiving, restoring, and what happens to a project’s tasks in the meantime are covered separately. Discover How Archiving Keeps Your Work Safe.

Finding a project

Searching

Search is the quickest way to reach a project you can name. It is a button rather than a text box: selecting it (or pressing Ctrl + K) opens a search dialog that matches projects, tasks and URLs as you type.

Instructions:

  1. Select Search at the top of the screen, or press Ctrl + K. Type into the dialog that opens. To narrow the Projects screen itself rather than jumping straight to a result, pick the row carrying your search term once matching projects appear. If you do not see a Search control at all, your role does not have access to it.
  2. If results look wrong, select Clear search filters. This resets the search and every filter at once — a filter left on is the usual cause of a “missing” project.
Search field at the top of the Projects screen with the Ctrl+K shortcut
Search sits at the top of the Projects screen, with Ctrl + K shown alongside it. The controls to its right clear your search and filters.
Search results listing sites and tasks together with shortcuts on each row
Search covers sites and tasks together. Each row offers shortcuts into that project’s Inbox or Boards, or straight to a new task.

Filtering by type

Filtering narrows the screen to one kind of project. It is most useful when you work across websites and designs at once and only want to see one of them.

Instructions:

  1. Open the Filter Projects menu.
  2. Switch on the types you want to see. Filters combine, so leaving all three off shows everything.
FilterShows
WordPress SitesProjects connected through the WordPress plugin.
Url-Based SitesProjects added by URL.
Image-Based ProjectsDesign and image projects.
Filter Projects menu with WordPress, URL-based and Design options
Filter Projects menu open, showing the WordPress Sites, Url-Based Sites, and Image-Based Projects toggles.

Sorting

Sorting changes the order projects appear in, which matters most once you have more than a screenful. Where search answers “which project”, sorting answers “which project needs me first”.

Instructions:

  1. Open the same menu and find Sort Projects.
  2. Choose an order. If the option opens an upgrade panel instead of applying, sorting is not included on your plan.
Combined menu offering both Filter Projects and Sort Projects
Filters and sorting share one menu. Filter Projects narrows by type; Sort Projects reorders what’s left. The active sort is highlighted
SortUseful for
Newest Projects FirstRecent additions.
Oldest Projects FirstLong-running work.
Latest Tasks FirstWhere activity is happening right now.
Oldest Tasks FirstWork that has been waiting longest.
Most Tasks FirstThe projects carrying the heaviest load.
A-Z Project NameFinding a project alphabetically.
Z-A Project NameThe same list, reversed.

Combining search, filters, and sort

All three apply at once, which is what makes them useful and also what makes projects seem to disappear.

To find…Do this
Where your team is working right nowClear filters, then sort by Latest Tasks First
Work that has been ignored longestSort by Oldest Tasks First
Your heaviest projects before planning a weekSort by Most Tasks First
Only the sites you can install plugins onFilter to WordPress Sites
Design work rather than websitesFilter to Image-Based Projects
One specific client’s siteSearch by name, or open their folder
Filters stay on while you work
Search, filters and sort stay applied while you work on the Projects screen, and a filter left on is a common reason a project appears to be missing. Clear search filters resets everything at once. Reach for it before assuming something has been deleted.

Working with several projects at once

Most of the screen works project by project, but two shortcuts let you handle several together. Both are easy to miss because neither is a visible button until you start.

Selecting multiple projects

Selection lets you act on a group of projects in one go — archiving a finished client’s five sites, for example, rather than opening each card in turn.

Instructions:

  1. Hover over a project card. A checkbox appears in its corner. It is hidden until you hover, which is why the feature is easy to miss.
  2. Select the checkbox. The project is selected, and checkboxes now stay visible on every other card so you can carry on picking.
  3. Select the other projects you want to include.
  4. Apply your action to the whole selection. Archiving several at once confirms with the number handled, such as “5 projects successfully archived”.
Several projects selected at once
Selecting project
Note
Selection is not available to Team Members or Collaborators. If you never see a checkbox on hover, your role does not include it.

Creating a folder by dragging

The quickest way to start grouping projects is to drag one onto another. It saves opening the folder panel and picking projects from a list.

Instructions:

  1. Drag one project card on top of another. A Create a Folder preview shows both projects.
  2. Drop it. The Create a New Folder form opens with both projects already added. Name the folder, add team members if you want, then select Create Folder.
  3. Drag further projects onto the folder to add them.
Create a Folder prompt shown when dragging one project onto another
Create a Folder prompt (Drag & Drop)
Tip
Only Owners and Administrators can create a folder by dragging. Anyone else sees a message saying they do not have permission.

Folders

Create one from Projects Settings → Add Folder. To file an existing project, drag its card onto the folder, or choose the folder under Add this project to a folder in its project settings.

Recommendation
Organise folders by client rather than by status. Statuses change constantly; the client a project belongs to almost never does.
Deleting a folder does not delete its projects
By default the folder is removed and its projects return to the main view. The dialog offers checkboxes to also archive or delete everything inside — leave both unticked unless that is genuinely what you want.

Creating folders, assigning projects and team members to them, and managing them over time are covered separately. Explore Adding And Managing Folders.

The Projects Settings menu

OptionWhat it does
Add newOpens What do you want to add?, for adding projects and folders.
Add FolderCreates a folder to group projects into.
Merge SitesMoves or copies tasks between two projects.
Archived ProjectsOpens everything archived, where it can be restored.
List View / Grid ViewSwitches between cards and a denser list.

Grid view is easier to scan by screenshot, which suits a handful of visually distinct sites. List view fits far more on screen once you are managing dozens, and shows more detail per project.

Projects Settings menu
Projects Settings

Which view suits which way of working is covered separately. Find Out Which View Suits You Best.

Project limits

Your plan sets how many active projects you can have. Archived projects don’t count. When you reach the limit you can’t add another. If you are over it, for example after a plan change, the extra projects show Project Locked with an Upgrade Now button. Selecting it opens You Ran Out of Project Slots, which suggests you either upgrade or remove inactive projects to free up space.

Tip
Before upgrading, look through your older work. Archiving finished projects you no longer touch is the cheapest way to reclaim slots.

Known limitations

Where the screen stops:

  1. The screen shows one workspace at a time. There is no combined view across workspaces.
  2. Sorting and some filters are paid features, and show an upgrade prompt on lower plans.
  3. Deleting is permanent. Archiving is the reversible option.
  4. Projects cannot be moved between workspaces.
  5. Available actions depend on your role, so two people may see different buttons on the same project.
  6. Project stages are a paid feature and show an upgrade prompt on lower plans.

FAQs

What is the difference between a website and a project?

They are the same thing. Projects is the current term and covers designs and images as well as websites.

Do I need to install anything to add a site?

No. Adding by URL works on any site with no access required. Installing the WordPress plugin or a script unlocks more, but is optional.

What is the difference between archiving and deleting?

Archiving hides a project from the main view and can be undone from Archived Projects. Deleting removes it and its history permanently.

Can I move a project to another workspace?

No. Projects belong to the workspace they were created in.

Why can my colleague see buttons I cannot?

Most actions are permission-based, so what appears depends on your role in that workspace.

How many projects can I have?

That depends on your plan. Archived projects don’t count toward it. Projects over the limit show Project Locked, and selecting Upgrade Now on one opens the “You Ran Out of Project Slots” prompt.

What is the coloured badge on some of my project cards?

That is a milestone. It shows the milestone’s name and how far away its due date is, and its colour changes as the date approaches or passes. Select it to open the milestone.

What is the difference between a project stage and a task status?

A status tracks one piece of work; a stage tracks the whole project through its lifecycle. Stages are set from Project Actions and are a paid feature.

Can I archive several projects at once?

Yes. Hover a card to reveal its checkbox, select the projects you want, then apply the action to the whole selection.

Is there a quicker way to create a folder?

Drag one project card onto another. The Create a New Folder form opens with both projects already added.

Does Add a Client create a project?

No. It creates a client (Beta), with a workspace of their own. Only the project options in Add new create projects: Drop a URL, Manage a WordPress site, Upload designs or PDFs and Connect to Figma.

Can I add designs, or only websites?

Both. In Add new, Upload designs or PDFs creates a project from images and design files, and Connect to Figma creates one from a Figma link. You comment on it exactly as you would a website.

Can I group projects by client?

Yes, using folders. Create one from the Projects Settings menu, then drag project cards onto it.

Common issues

  • A project is missing. Work through four checks in order: are you in the right workspace, is a search term still applied, is a filter still on (use Clear search filters), and is it in Archived Projects. Only after all four should you suspect deletion.
  • No checkbox appears when you hover a card. Selection is not available to Team Members or Collaborators. Ask an administrator about your role.
  • A card shows but its actions do not. The project is locked because you are over your plan’s limit. Archive something, or upgrade.
  • The screen is empty. Either this workspace has no projects yet, or a filter is hiding them all. Use Clear search filters.
  • You cannot add a project. You may have reached your plan’s project limit, or your role may not include adding projects. Archived projects don’t count toward the limit, so archiving finished work frees a slot.
  • A sort option opens an upgrade panel. Sorting is not included on your plan.
  • An action is missing from a card. Actions are permission-based. Ask an administrator what your role allows.
  • A project screenshot looks wrong or outdated. Screenshots are generated when the project is added. Open the project to see it as it is now.
  • You deleted a project by mistake. Deletion is permanent and cannot be undone from the dashboard. Contact Support as soon as possible.

Conclusion

The Projects screen is deliberately simple: add the sites you work on, then use the card actions to get into the work. Add one by URL to start, select Open on its card, and leave a comment — that is the whole product in about two minutes.

Once a project is on the screen, the next step is configuring it to suit how you work.

Tips & best practices

  • Add your first site by URL rather than installing anything. You can always connect it properly later.
  • Check the workspace before concluding a project has vanished — it is by far the most common cause.
  • Use folders by client, not by status. Statuses change; clients do not.
  • Archive finished work rather than deleting it. It frees the slot and keeps the history.
  • Switch to list view once you pass a dozen projects. Screenshots stop helping and start scrolling.
  • Sort by Latest Tasks First at the start of the day to see where activity actually is.

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