Questions Related to Boards
By Luis1 author14 articles
How to massively download board reports?The “Download Report” function located in the “Boards” tab helps us to collect the data recorded on the boards in bulk, as if it were the ...
How do I search by board or project?Now you can easily find your boards and projects using the “Search by name” search bar.
See below the screenshots indicating the process t...
How to view my Boards?Accessing your boards is very simple, just click on “Boards” in the left side menu of the screen. Then you will have access to the workgro...
How to filter Boards?Many companies are part of various types of work groups within Atlas, so sometimes the use of filters greatly helps in this regard for a b...
How to add owners on a Board?The owners are responsible for managing the board, defining who will be the owners and members, creating meetings, announcements, and admi...
How to export data of a Board?Data export is used to keep track of all votes, meetings, and actions on the board. Only the owners can perform this action.
If you wish t...
How to do the Backup of a Board?If there is a need to back up all the information and actions that you have access to on the board, follow these steps:
Access the “Board...
How to send messages to another user through the internal chat of the Atlas Portal?The internal chat of Atlas helps us to have direct contact with the members of boards that you participate individually or all members of ...
How to send messages to another user through the internal chat of the Atlas Portal? [APP]The internal chat of Atlas helps us to have direct contact with the members of boards that you participate in individually or all the memb...
How to archive a Board?Go to the "Boards" option
Select the Board you want to archive
In the upper right corner, click the three dots
Click on "Archive"
Confirm...
How to restore a Board?In the menu on the left side, go to the "Boards" option;
Click on the "Archived Boards" button;
Select the Board you want to restore;
Clic...
How to add new users on Atlas?You can only invite members to join Atlas through an open Board or Project, and only group owners can invite new members.
Go to the Board...
How to add or remove members from a board?The members of the board are responsible for keeping it active, participating in meetings, deliberations, and collaborating with the decis...
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...