Agencies wanting to see how client requests, automations, and AI reviews become tasks
Clients creating tasks and tracking their progress
Required knowledge
Basic navigation of a project’s task list or Kanban board
Tools & resources needed
An active project
Tasks land in the same underlying system no matter how they start. Some you create directly — a click on a page, a form in the Inbox, a message to the AI. Others arrive without anyone opening Atarim, because a review found something, an email came in, or an automation ran on schedule.
Once a task exists, everything works the same way regardless of how it started. Managing it from there is covered in How to Manage Tasks in Atarim.
Where You Can Leave Feedback From
You’re rarely required to go anywhere specific to create a task.
Inside the dashboard. Clicking a project opens the page right there, in place of the project grid. This is the default and covers most day-to-day work — no new tab, nothing to install, nothing to log into.
On any website, using the Chrome extension. Leave feedback on a site that isn’t set up as a project yet and hasn’t had anything installed on it. Useful for competitor research or a site you’ve just been handed. See How To Install The Atarim Chrome Extension.
Through a shared link. Recipients can leave feedback without an Atarim account. Covered in Method 6.
Inside Figma. Comments on a linked Figma file arrive as Atarim tasks. Covered in Method 2.
Whichever surface you’re on, the task that gets created is the same, and it lands in the same Inbox and Boards.
Step-by-Step Guide
Atarim supports multiple ways to create tasks, combining human feedback with AI-powered reviews to ensure clarity, context, and speed.
Method 1: On a Live Page
Leave a comment on any live web page and it becomes a task automatically. Atarim captures a screenshot and highlights the exact area you clicked. This removes ambiguity and helps your team understand exactly what needs to be addressed.
You don’t need to open the website separately to do this. Clicking a project opens the page right there on the Projects screen, in place of the project grid, with the AI chat panel alongside it.
Instructions:
On the Projects screen, click the project card you want to work on. The page opens in place.
The page opens in Browse mode so you can click around it normally without leaving feedback.
When you’re ready to comment, switch to Comment using the Browse/Comment toggle in the Collaborate bar below the page.
Click anywhere on the page — directly on the element you want to comment on.
Type your comment and submit it.
Opening a project without leaving the dashboard
The Collaborate bar below the page, with the Browse and Comment toggle
Creating a Task by Clicking an Area and Adding a Comment
Generating the screenshot
Automatic Screenshot Highlight for Clear Task Context in Atarim
Set Task Status
Set Task Priority
Tip
The pin lands exactly on the element you clicked, so there’s no need to describe location in the comment itself — write about what’s wrong or needed, not where it is.
Tip
While writing your comment you can dictate it instead of typing, mark up the captured screenshot, or drop in a saved canned response.
Dictating a comment instead of typing it
Marking up the screenshot before you submit
Note
Opening a page in place is a desktop feature. Design and image projects are the exception — they open on their own canvas screen instead, covered in Method 2. If you follow a direct link to a page from somewhere else, such as a notification, it opens as a full-page view rather than in place.
Note
WordPress projects open in place like any other project. If you specifically need the live site rather than Atarim’s view of it, use the open-website button in the breadcrumb above the page — it takes you there already logged in.
Method 2: On a Design or Image Project
The same pin-and-comment mechanic works on uploaded designs and images, not just live web pages.
At the top-left of the project grid, select + Add Design.
The Add a Design Project window opens, with two options: Upload Designs and Work Inside Figma.
Option A — Upload your design files
Under Upload Designs, drag your files into the dashed drop area, or click it to browse.
Accepted formats are PDF, JPG, PNG, PSD, AI, and DWG, up to 20 MB and 20 files per project.
Select Create Project to finish. All the files upload into a single multi-page project, and you can add more later.
Option B — Work inside Figma
Under Work Inside Figma, either select Install Figma Plugin to sync designs and comments directly, or
Select a frame in Figma, copy its URL, and paste it into the Drop a Figma URL Here field. Leaving no frame selected imports the full page.
Select Create Project.
Projects dashboard
Add design project
Add a design project by uploading files or connecting Figma
Upload your design or designs, then click Create Project.
Your design is uploaded and ready for collaboration
Add feedback to the exact part of the design you want to comment on
Once the project exists — creating a task on the design
Open the design project you just created.
Click on the design at the exact spot you want to comment on.
Type your comment and submit it.
A task is created automatically, pinned to that point on the design, with the surrounding area captured.
Once Figma is connected, comments sync both ways
You don’t have to leave Figma to create work. A comment left on a linked Figma file arrives in Atarim as a task on that design project, and replies you add in Atarim are sent back to the Figma thread. Designers stay in Figma, everyone else stays in Atarim, and neither side has to copy anything across.
Tip
Learn more about connecting your design work in the Atarim Figma Plugin guide.
Method 3: From a Kanban Board Column
A board’s columns each represent a status, and you can create a task straight from one — it opens already set to that column’s status.
Choose the board you want to work from, such as the Status Board.
Find the column that matches the task’s starting status: Open, In Progress, Pending Review, or Complete.
Click Create a Task at the bottom of that column.
In the Create a General Task window, review the prefilled status. It automatically matches the column where you created the task.
Select the task priority, tags, and assignee.
Choose the project and the relevant page.
Enter a clear task title.
Add the task details or instructions in the message field.
Click the send button to create the task, or the note button beside it to create it as an internal note.
A task created from a board column automatically uses that column’s status. For example, creating it from In Progress sets the task status to In Progress.
Create a task from a board
Select Create a Task from the appropriate column
Complete the task details with the column status preselected
Tip
Use this when you already know a task’s status or priority — starting from the right column saves a step versus setting it manually afterward.
Method 4: From the Inbox
The Inbox has a built-in way to add a general task, handy for work that isn’t tied to a specific spot on a page or design.
Click the + button beside the task list to add a general task.
In the Create a General Task window, select the team members who should have access to the task.
Choose the task status, priority, tags, and assignee.
Select the project where the task should be created.
Choose the relevant page for the task.
Enter a clear task title.
Add the task details or instructions in the message field.
Click the send button to create the task, or the note button beside it to create it as an internal note.
Create a task from Inbox & Open the Create a General Task
Complete the task details and create the task
The two submit buttons
The Create a General Task window has two buttons side by side, and they do different things:
Send (arrow icon) — creates the task and posts your message as a normal comment. Everyone with access to the project can read both.
Note (sticky-note icon) — creates the task and posts your message as an internal note. The note is hidden from clients and guests. Only the project owner and people with an Admin, Manager, or Contributor role can read it.
Choosing between a normal task and an internal note (The two submit buttons in the Create a General Task window)
Warning
Decide which button you want before you submit. This is a visibility choice, not a formatting one — see Internal Tasks.
Method 5: From the Project Front End
On the project’s front end, you can switch an in-progress review panel to a general task directly.
Instructions:
Open the project front end shared by your team.
Open the Atarim panel and click Switch to a regular general task.
Enter a comment describing the task.
Click Submit to create the task.
Switching a review panel to a general task on the project front end
Tip
Use this for work that isn’t tied to a specific spot on a page or design — a general request, an internal to-do, or anything a pin wouldn’t make sense for.
Warning
Clients can use general tasks for overarching requests or feedback not tied to specific visual elements.
Method 6: As a Client or Guest, Without an Account
Clients and stakeholders don’t need an Atarim account to give feedback. Share a link to the page and they can create tasks straight away.
Instructions:
Use Share in the Collaborate bar to copy a link to the page.
Send it to whoever needs to review the work.
When they open it, they enter their name and email to start.
They click the element they want to comment on, type their feedback, and submit it.
The task appears in your Inbox and on your Boards like any other.
Starting to collaborate without an account (A guest entering a name and email before leaving feedback)
Tip
This is usually the fastest way to get a client reviewing. There’s no invitation to accept, no password to set, and nothing for them to install.
In the AI chat you can simply ask for a task and it gets created — title, description, priority, status, assignee, and visibility all set in one go. The result comes back as a task card in the chat.
Instructions:
Open the AI chat from the left navigation.
Describe the work you want captured, naming the project if the chat isn’t already focused on one.
The AI creates the task and shows it to you as a card. Click through to open it.
A task card shown in the AI chat after the AI creates a task
The AI can also pin a task to a specific spot on a page without anyone clicking it, and you can ask it to start the work as it creates the task. If you describe something too big for one task, it can break the request into a parent task with the individual jobs as subtasks beneath it.
You can also create Atarim tasks from outside Atarim. Each of these has its own setup guide.
Slack — type /atarim_create_task in any channel, or use the Atarim Menu, to open a window where you pick the project, set status and priority, and write the message. See Slack.
Trello, Asana, ClickUp, Monday.com, Teamwork, and Basecamp — import an existing board or list and each item becomes an Atarim task, with its existing comments brought across. See Trello, Asana, ClickUp, Monday.com, Teamwork, or Basecamp.
Zapier, Make, Pabbly, or a webhook — create tasks from almost anywhere else, so a form submission, helpdesk ticket, or spreadsheet row can become a task. See Zapier, Make, Pabbly, or Webhooks.
Tip
If requests keep arriving somewhere Atarim doesn’t reach, one of these will usually bridge the gap. For anything recurring, an automation is normally the better fit — see Method 10.
Note
The last three methods run without anyone opening a create-task window. If a task appears that nobody remembers filing, it almost certainly came from one of these.
Method 8: From an AI Page Review
A review doesn’t just report back — it files the work. Running one creates a task to hold the session, and each finding you accept becomes its own task underneath it, pinned to the element it found.
What gets created
A review task holding the whole session. It’s internal, so clients don’t see it, and it’s titled with the review intent you gave.
A task for each screen size, if you ran the review responsively. These sit under the review task.
One task per accepted finding, grouped under the relevant screen size, pinned to the element, carrying the priority the expert assigned and credited to the expert that found it — Pixel, Navi, Glitch, Lexi, or Index.
You review the findings and accept or dismiss each one, so nothing is filed without your say-so. Findings you dismiss don’t create anything.
How a review organises what it finds
A finding filed by an expert
Note
Review tasks are created internal by default. If you want a client to see a particular finding, change visibility on that individual task, not on the review that holds it.
Client requests that arrive by email don’t have to be retyped. Forward or CC your workspace’s Atarim address and the email becomes a task.
Setting it up (once)
Open Inbox from the left navigation. If email isn’t configured yet, you’ll see a four-step setup: Email Setup, Domain Verification, Email Signature, and Notifications.
Work through the steps. On the first, you’ll find your Forwarding Email Address with a copy control beside it.
Using it
Forward the email to your forwarding address, or add that address to CC on a thread you’re already in.
The email arrives in your Inbox as a task, not yet attached to a project.
Select the task — or several at once — and choose the project to assign it to. It picks up a project task number at that point.
Assigning an incoming email to a project
Tip
CC works as well as forward, so you can loop Atarim into a live client thread without breaking the conversation or moving the client to a different tool.
Note
An email only becomes a task if it reaches a verified workspace address. Mail sent to an unverified or unrecognised address won’t create anything.
Method 10: From an Automation
An automation’s Add Task step files tasks on your behalf, on whatever schedule or trigger you set. This is how recurring work — a monthly security scan, a weekly backlog sweep — turns into tasks without anyone opening the app.
Add or edit a workflow and insert an Add Task step.
Choose the project the task should land in.
Write the comment. This becomes both the task title and its first message.
Toggle Make Internal if the task shouldn’t be visible to clients.
Tasks created this way open at priority Low and status Open, and carry a comment noting they came from an automation.
An automation can also run an AI review as one of its steps. When it does, that review files its own findings as tasks exactly as described in Method 8 — so a single scheduled workflow can end up creating a whole set of tasks.
Setting up an Add Task step
Tip
If a task appears that nobody remembers creating, check your active workflows before assuming it was a mistake. The Add Task step is designed to run quietly.
Separate from how a task starts, you can sharpen it before it becomes actionable work.
As you leave a comment on a page or design, the AI chat lets you get input from the InnerCircle agents right there — so instead of writing a task alone, you refine it in real time. The task itself is created the same way any comment is; the AI just helps you sharpen it first.
AI Collaboration helps you:
Clarify vague feedback
Improve copy and messaging
Validate design decisions
Strengthen task clarity before assignment
With AI Collaboration active, leaving feedback on a section opens a thread where an expert agent (here, Pixel) reviews the element and replies with specific, actionable suggestions.
Tip
You don’t just create a task — you refine it, clarify it, and improve it together before it becomes actionable work. For more on working with the agents, read Getting The Most Out Of The InnerCircle.
FAQs
Do I need to open the website separately to leave feedback on it?
No. Click the project on the Projects screen and the page opens right there, in place of the project grid, ready for feedback. You stay on the dashboard the whole time — there’s no separate tab to open and nothing to log into. Design and image projects are the one exception; they open on their own canvas screen.
I clicked the page and nothing happened. Why can’t I leave a comment?
The page opens in Browse mode so you can navigate it normally. Switch to Comment using the toggle in the Collaborate bar below the page, then click the element you want to comment on.
Do my clients need an Atarim account to give feedback?
No. Send them a link to the page and they enter a name and email to start commenting. Everything they create arrives in your Inbox and Boards as a normal task.
Can I leave feedback on a website that isn’t set up as a project yet?
Yes, using the Chrome extension. It lets you comment on any site without adding it first and without installing anything on the site itself.
Do I have to install something on my client’s website?
Not necessarily. Working inside the dashboard needs nothing installed. The WordPress plugin and Chrome extension are options, not requirements.
Can I create a task without leaving Slack?
Yes. Type /atarim_create_task in any channel, or use the Atarim Menu.
We already track work in Trello. Do we have to start again?
No. Connect Trello and import the board — each card becomes an Atarim task, and its existing comments come across too. The same works for Asana, ClickUp, Monday.com, Teamwork, and Basecamp.
Can I create tasks without attaching them to specific elements on the website?
Yes. General tasks aren’t tied to a specific element. Create one from a board column, from the Inbox using the + button, or from the project front end via Switch to a regular general task.
Can I add files to tasks while creating them?
Yes, you can add files like images or documents by clicking the attachment icon in the task view, or simply drag and drop the file into the comment area.
Does clicking on a page really create a task on its own?
Yes. In Comment mode, clicking an element places a pin, and when you type a comment and submit it, that comment is saved as a task automatically. It receives a task number and appears in the Feedback panel and in your Inbox and Boards.
Is a screenshot captured automatically?
Yes. When you create a task on a live page or a design, Atarim captures the surrounding area and highlights the exact element you clicked. You can also mark up that screenshot before submitting if you want to add more detail.
Do I need to describe where the problem is in my comment?
No. The pin lands on the element you clicked, so write about what needs to change, not where it is on the page.
Can I dictate a comment instead of typing it?
Yes. The comment box has a voice input control — start it, speak, and stop it when you’re done.
A task appeared that nobody created. Where did it come from?
Check three things, in this order: an active workflow with an Add Task step, a completed AI review that filed its findings, and your email forwarding address. All three create tasks without anyone opening a create-task window.
Can clients create tasks using AI?
The InnerCircle chat you use while composing a task is team-only. But Claro automatically clarifies vague feedback with whoever wrote the comment — clients included — so clients do interact with AI in that clarification flow.
Conclusion
However a task starts — a live-page comment, a design annotation, a Figma thread, a manual entry, a client with nothing but a link, a Slack message, an import from another tool, a forwarded email, an automation, or an AI review finding — it lands in the same underlying task system, so assignee, priority, due date, and visibility all work the same way regardless of origin.
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
