How to create a board?

A board within Atlas functions as a workgroup, composed of the owners and members of that group, who are responsible for keeping it active, creating meetings, participating in deliberations, and centralizing information for better organization and governance.

To create a board, just follow the process below:

• Access the “Boards” page and click on “Create New”;
• Give the board a name and click on “Next” to add members;
• If the person is already registered in the account on some other board, their photo will appear and you just need to select them;
• If it’s a new user, provide the access email and click on “Invite” just below;
• To finalize the creation of the board, click on “Next”, check the entered data and click on “Create”.

Done! Now that you’ve opened the board you can manage members/owners, create meetings, open actions, and share documents in the Knowledge Base.

Remember:

• Only administrators can create new boards
• The visualization of the name is directly linked to the name of the company registered on the portal. Ex: Atlas - Board of Directors.

If the name of the company is changed, or, even if you wish to update it for better identification of the users, just access the following article: How to change the name of your company on the Atlas portal?