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How to Handle Project Backlogs and Bottlenecks

Spot where work is stalling, and set things up so it stops happening in the same place.

Atarim team Updated 6 Aug 2026 · 6 min read
Tips, Tricks, and Best Practices
An Atarim board with a heavy backlog column and ageing tasks
Before you start

Relevant for

  • Project Managers, Design Leads and Team Members.

Required knowledge

  • Familiarity with project stages and tags.

Tools & resources needed

  • An active Atarim account with at least one project, and permission to configure workflows and settings. Pushing tasks to third-party tools requires a plan that includes those integrations.

A backlog is work waiting; a bottleneck is work stuck. The first is normal, the second isn’t — and the difference matters, because they need different responses. This guide covers spotting each and setting things up so the same stall doesn’t recur.

A bottleneck is visible before anyone reports it.

A backlog is work waiting; a bottleneck is work stuck. The first is normal, the second isn’t — and the difference matters, because they need different responses. This guide covers spotting each and setting things up so the same stall doesn’t recur.

Recognising the Difference

What you seeWhat it meansWhat to do
Lots of tasks in OpenA backlog — work is queued but nothing is blocked.Prioritise and assign. It’s a capacity question.
Tasks piling up in one middle columnA bottleneck at that step.Look at who owns that step and what’s holding them up.
Tasks sitting in Pending ReviewWaiting on someone else — often the client.Chase directly. Nothing in Atarim will do it for you.
The same task in a column for weeksUsually too large rather than stalled.Break it into smaller tasks so progress becomes visible.

1. Set Clear Project Stages

Stages only help if they mirror how the work actually moves, rather than how you wish it did.

Instructions:

  • From the project view, create the stages your work actually runs through — Design Review, Responsiveness Review, CTA Review, Final Testing.
  • Create tasks within their relevant stage, so the team knows what’s required before moving on.
  • Creating a project stage with a due date
    Creating a stage
    Stage deadlines
    Treat stages as checkpoints rather than labels
    Before moving on, confirm the stage is genuinely finished and note anything blocking it — that’s the moment a bottleneck is cheapest to fix. Explore Project Stages
    Stage changes don’t notify anyone
    Moving a project forward sends nothing. If the team or client needs to know, tell them.

    2. Use Tags for Order and Dependencies

  • Apply tags that signal sequence or dependency — “Step 1: Initial Design”, “Step 2: Final Version”.
  • Tell the team what the tags mean, so nobody starts work that depends on something unfinished.
  • Note
    Tags are flexible and can be updated as priorities shift. They’re also visible to clients, which helps them follow progression — so choose wording you’d be happy for a client to read. Learn More About Using Tags

    3. Watch the Board

    A column that keeps filling up is where your bottleneck is, and the board is the fastest way to spot it.

    Instructions:

  • Open the project’s board.
  • Switch between Status and Priority views.
  • Filter by status, priority or tag to see where tasks are sitting. A column holding noticeably more than the others is your bottleneck.
  • Tasks grouped by status on the board
    The Status board
    Tasks grouped by priority on the board
    The Priority board
    Keep the board current
    A board that lags behind reality doesn’t just mislead — it hides bottlenecks, because the pile-up appears in the column people forgot to update rather than the one where work is actually stuck. Explore Kanban Boards

    4. Check In Regularly

    Match the rhythm to the project — a fast-moving build needs daily contact, a slow one does not.

    Instructions:

  • Schedule a daily or weekly check-in, depending on how fast the project moves.
  • Use the visual collaboration tools to review progress together rather than describing it.
  • Make it safe to raise a blocker early
    Most bottlenecks are known to someone for days before they’re visible on a board — the delay is usually about whether it feels acceptable to flag it, not about noticing.

    5. Use Analytics to Spot Patterns

  • Open Analytics to review completion rates and outstanding urgent work.
  • Look for the same stage or person appearing repeatedly.
  • Adjust resourcing or workflow based on what the figures show.
  • Performance analytics
    Note
    A one-off pile-up is normal. A pattern — the same stage stalling on every project — is a process problem, and that’s what analytics is useful for. Explore Analytics & Metrics

    6. Automate What Prevents Delay

    Automate the handoffs people forget, rather than the work itself.

    Instructions:

  • Open Workflows and create a rule.
  • Set the trigger — a new comment, a status change, or a tag being applied.
  • Choose the action, such as notifying someone or pushing the task to a connected tool.
  • Test it with a real task.
  • Useful examples: reopening a completed task when a new comment arrives, notifying a developer when something is marked Critical, or pushing tasks to ClickUp or Trello on a status change.

    Pushing tasks to Trello on a status change
    The reopen-on-comment rule is the one worth setting up first
    Work marked complete that gets a follow-up comment is the classic silent bottleneck — nobody is watching a closed task, so it sits until the client asks again. Explore Workflows
    Note
    Integration actions appear in the workflow builder once that integration is connected. If ClickUp or Trello isn’t in the list, connect it in Settings first. See All Integrations

    When the Backlog Is Billable Work

    Not everything in a backlog should be scheduled — some of it is work a client would pay for. A queue that keeps growing is sometimes a resourcing problem, and sometimes a sign you’re absorbing requests that were never in scope.

    The Weekly upsell opportunity workflow template surfaces one genuine, priced upsell per client each week, drawn from what they’ve actually asked for.

    Run this before your next round of backlog triage
    Requests that turn out to be billable stop being a scheduling problem entirely, and reviewing them weekly is far easier than a quarterly audit of everything you’ve absorbed. Explore The Upsell Machine

    FAQs

    How should I prioritise backlog tasks?

    Use tags alongside priority, weighing urgency, dependencies and overall project goals.

    How often should I review the board?

    Weekly is usually enough. Daily helps on fast-moving projects.

    Can I control which tasks sync to Jira or ClickUp?

    Yes. Set conditions in a workflow so only tasks matching certain tags, statuses or filters get pushed.

    How do I find where tasks are getting stuck?

    Filter the board by status or priority. The column holding more than the others is the bottleneck.

    What’s the difference between a backlog and a bottleneck?

    A backlog is queued work — a capacity question. A bottleneck is work stuck at one step, which needs the blockage cleared.

    What if the backlog is mostly client requests?

    Some of it may be billable rather than schedulable. The Weekly upsell opportunity workflow surfaces one priced upsell per client each week from what they’ve asked for.

    Will the team be notified when a stage changes?

    No. Stages are for visibility, so tell people directly when something meaningful moves.

    Common issues

    • One column keeps filling up — that step is under-resourced or blocked. Look at ownership rather than the tasks.
    • Work sits in Pending Review — you’re waiting on someone. Chase directly; no notification goes out on its own.
    • A task hasn’t moved in weeks — it’s probably too large. Break it down so progress shows.
    • The board doesn’t match reality — statuses aren’t being updated. A weekly review fixes this.
    • Completed work keeps reopening informally — set a workflow to reopen tasks automatically when a new comment arrives.
    • An integration isn’t in the workflow list — connect it in Settings, then reopen the builder.
    • The backlog grows faster than you clear it — some of it may be out of scope. Check whether requests are billable before scheduling them.
    • The same stage stalls every project — that’s a process problem, not a project one. Check analytics for the pattern.

    Conclusion

    Stages give work a shape, tags make dependencies explicit, and the board makes stalls visible. Between them you can usually see a bottleneck before anyone reports it.

    The two habits that matter most are keeping the board honest and making it easy to raise a blocker early. Most bottlenecks are known to someone well before they’re visible. Discover Optimizing Task Management For Large Teams

    Tips & best practices

    • Use stages as checkpoints and confirm each is genuinely complete.
    • Make sure the team understands what your tags mean.
    • Keep tag wording client-appropriate — clients can see them.
    • Make it comfortable for people to flag delays early.
    • Set a workflow to reopen completed tasks when new comments arrive.
    • Review analytics for patterns rather than one-off pile-ups.
    • Check whether backlog items are billable before scheduling them as your own work.

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