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How to Create a Board?

A board on the platform works as a working group, composed of owners and members responsible for keeping it active, creating meetings, participating in deliberations, and centralizing information for better organization and governance.

Written by Matheus de Melo Barbosa

Step by step

1. In the side menu, click on “Boards”.

2. Then, click on “Create board” in the upper corner of the screen.

3. Enter the name of the new Board and click on “Next”.

4. Select the people who will be part of the Board.

5. Click on “Confirm” to complete the creation.

Done!

Now that the board has been created, you can manage members and owners, create meetings, open actions, and share documents in the Knowledge Base.


Remember:

• Only administrators can create new boards

• The displayed name is linked to the company name registered on the portal

Example: Atlas – Board of Directors

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