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How to create a new project and add members

Written by Matheus de Melo Barbosa

Projects allow you to organize actions, meetings, and members within the same objective (e.g., Audit and Risk Committee, Fiscal Council).

1. Create the project

Click on “Create new project”, enter the desired name, and select the corresponding company. Then, click on “Next”.

2. Select or add members

Search for participants by name or email and check the desired ones.

If the member is not on the list, click on “Add member” and enter the email address to send the invitation.

Then, click on “Next”.

3. Confirm and create

Review the project name and the list of members.

If everything is correct, click on “Create” to complete the process.

After creation, the project will be available for tracking actions, meetings, and the progress of activities.

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