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How to create a meeting?

Written by Matheus de Melo Barbosa

Creating a meeting in Atlas is a simple and intuitive process, allowing you to organize meetings quickly and in a structured manner.

In Atlas, there are three ways to start creating a meeting. Although the access paths are different, the creation process is exactly the same in all options. The portal offers multiple access methods to enhance the user experience.

You can begin in one of the following ways:

  • From the Home page: Click the purple “+” button located at the top of the screen and select the option “Create new Meeting”.

  • Through the Meetings option: Access the “Meetings” section in the main menu and click on “Create new Meeting”.

  • Through the Board: Go to the “Boards” area, select the corresponding board, and click on the “+” button next to “Meetings”.

    After choosing any of these options, follow the same step-by-step process to create the meeting:

  • Select the board to which the meeting will be linked and click on “Next”.

  • Confira as informações que devem ser preenchidas ao criar a reunião:

    1. Título da reunião: Defina um nome claro e objetivo que identifique facilmente o propósito do encontro

    2. Data da reunião: Selecione o dia em que a reunião será realizada.

    3. Hora de início: Informe o horário exato de início da reunião.

    4. Duração: Defina o tempo estimado de duração do encontro.

    5. Recorrência (opcional): Caso a reunião aconteça de forma periódica, é possível configurar a recorrência para que o sistema crie automaticamente as próximas ocorrências conforme a frequência definida.

    6. Localização: Preencha este campo se a reunião for presencial, informando o endereço ou local onde será realizada.

    7. Videoconferência: Caso a reunião seja virtual, selecione a opção de videoconferência desejada, a mais comum é o Microsoft Teams. Ao escolher a plataforma no momento da criação, o sistema gerará automaticamente o link de acesso à reunião. 

      Select the participants who should receive the event invitation. You may choose to enable or disable the option “Send the invitation to participants and guests” at the time of creation.


    IMPORTANT:

    The invitation can only be sent for future meetings.

    Once this option is enabled, the system will automatically send the invitations to the selected participants, and it will not be possible to disable it afterward.

    If the invitation is not enabled at the time of creation, the meeting owners may enable it later by editing the meeting while it is in the “Agenda Definition” status.

    Click on “Next” and select the “Confirm” option for the meeting to be created.

    After completion, the meeting will be automatically registered in the system, and the selected participants will receive the invitation as configured.

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