{"id":7562,"date":"2025-09-22T10:19:52","date_gmt":"2025-09-22T10:19:52","guid":{"rendered":"https:\/\/plaky.com\/help\/?p=7562"},"modified":"2026-02-24T14:28:36","modified_gmt":"2026-02-24T14:28:36","slug":"onboarding-guide-for-workspace-owners-and-admins","status":"publish","type":"post","link":"https:\/\/plaky.com\/help\/pt\/getting-started\/onboarding-for-new-users\/onboarding-guide-for-workspace-owners-and-admins\/","title":{"rendered":"Guia de integra\u00e7\u00e3o para propriet\u00e1rios e administradores de espa\u00e7os de trabalho"},"content":{"rendered":"<p class=\"translation-block\">Neste guia de integra\u00e7\u00e3o, voc\u00ea aprender\u00e1 a criar um espa\u00e7o de trabalho Plaky, organizar seus quadros e espa\u00e7os e convidar membros da equipe.<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewbox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskunits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Observa\u00e7\u00e3o<\/span><\/div><div class=\"box-content\">\n<p class=\"translation-block\">Se voc\u00ea \u00e9 novo por aqui, confira nosso artigo sobre como <a href=\"https:\/\/plaky.com\/help\/pt\/getting-started\/onboarding-for-new-users\/start-using-plaky-quick-start-guide\/\">come\u00e7ar a usar o Plaky! <\/a><\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading translation-block\">Registrar-se e criar um espa\u00e7o de trabalho<\/h2>\n\n\n\n<p class=\"translation-block\">O primeiro passo para criar um espa\u00e7o de trabalho \u00e9 se registrar no Plaky.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Abra a p\u00e1gina de <a href=\"https:\/\/app.plaky.com\/signup\"><strong>inscri\u00e7\u00e3o do Plaky\n<\/strong><\/a><\/li>\n\n\n\n<li class=\"translation-block\">Continue with <strong>Google\/Apple\/Microsoft\/email<\/strong><br><img loading=\"lazy\" decoding=\"async\" width=\"200\" height=\"303\" class=\"wp-image-8708\" style=\"width: 200px;\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Sign-up-Plaky.jpeg\" alt=\"sign up to Plaky\" srcset=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Sign-up-Plaky.jpeg 798w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Sign-up-Plaky-330x500.jpeg 330w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Sign-up-Plaky-675x1024.jpeg 675w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Sign-up-Plaky-768x1165.jpeg 768w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Sign-up-Plaky-8x12.jpeg 8w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/li>\n\n\n\n<li class=\"translation-block\">Enter the <strong>verification code<\/strong> sent to your email<br><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"250\" class=\"wp-image-7564\" style=\"width: 300px;\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Verification-code.jpeg\" alt=\"\" srcset=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Verification-code.jpeg 1230w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Verification-code-500x416.jpeg 500w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Verification-code-1024x853.jpeg 1024w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Verification-code-768x639.jpeg 768w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Verification-code-14x12.jpeg 14w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/li>\n\n\n\n<li class=\"translation-block\">Digite seu nome<\/li>\n\n\n\n<li class=\"translation-block\">Digite o <strong>nome da sua organiza\u00e7\u00e3o<\/strong> (este nome ser\u00e1 usado para o seu espa\u00e7o de trabalho)<\/li>\n\n\n\n<li class=\"translation-block\">Concorde com os <strong>Termos de Uso da CAKE.com<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Continue<\/strong> to complete the registration<br><img loading=\"lazy\" decoding=\"async\" width=\"200\" height=\"287\" class=\"wp-image-7565\" style=\"width: 200px;\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Create-a-workspace.jpeg\" alt=\"\" srcset=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Create-a-workspace.jpeg 794w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Create-a-workspace-348x500.jpeg 348w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Create-a-workspace-713x1024.jpeg 713w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Create-a-workspace-768x1103.jpeg 768w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Create-a-workspace-8x12.jpeg 8w\" sizes=\"auto, (max-width: 200px) 100vw, 200px\" \/><\/li>\n<\/ol>\n\n\n\n<p class=\"translation-block\">Depois de se registrar e criar um espa\u00e7o de trabalho, voc\u00ea pode prosseguir para convidar membros da equipe.<\/p>\n\n\n\n<h2 class=\"wp-block-heading translation-block\">Convidar membros para seu espa\u00e7o de trabalho<\/h2>\n\n\n\n<p class=\"translation-block\">Com o Plaky, voc\u00ea pode facilmente convidar membros da equipe para participar do seu espa\u00e7o de trabalho e colaborar com eles. Veja uma maneira de convidar membros da equipe:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Clique no bot\u00e3o <strong>Convidar membros <\/strong>no canto superior direito.<\/li>\n\n\n\n<li class=\"translation-block\">Digite o e-mail da pessoa que deseja convidar.<\/li>\n\n\n\n<li class=\"translation-block\">Selecione a fun\u00e7\u00e3o <strong>Membro<\/strong> ou <strong>Fun\u00e7\u00e3o de visualizador<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Clique em<strong> Convidar<\/strong><br><img loading=\"lazy\" width=\"500\" height=\"282\" class=\"wp-image-7567\" style=\"width: 500px\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Invite-team-members.gif\" alt=\"\"><\/li>\n<\/ol>\n\n\n\n<p class=\"translation-block\">Ap\u00f3s convidar um novo membro, ele receber\u00e1 um e-mail de convite. Ao abr\u00ed-lo, o novo usu\u00e1rio poder\u00e1 us\u00e1-lo para se cadastrar no Plaky e ingressar no espa\u00e7o de trabalho.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">O link de convite expira ap\u00f3s 7 dias, portanto, lembre-se de notificar seus usu\u00e1rios quando enviar um convite.<\/p>\n\n\n\n<h2 class=\"wp-block-heading translation-block\">Gerenciar Espa\u00e7os<\/h2>\n\n\n\n<p class=\"translation-block\">O espa\u00e7o \u00e9 um local central onde voc\u00ea pode criar projetos e tarefas. Cada espa\u00e7o tem pelo menos um quadro, que inclui Itens. Voc\u00ea pode gerenciar um Espa\u00e7o acessando o menu e clicando nos tr\u00eas pontos ao lado dele.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"420\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Space-in-Plaky-1-1024x420.jpg\" alt=\"\" class=\"wp-image-7568\" style=\"width:558px;height:auto\" srcset=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Space-in-Plaky-1-1024x420.jpg 1024w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Space-in-Plaky-1-500x205.jpg 500w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Space-in-Plaky-1-768x315.jpg 768w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Space-in-Plaky-1-18x7.jpg 18w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Space-in-Plaky-1.jpg 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"translation-block\">Aqui est\u00e1 o que voc\u00ea pode fazer:<\/p>\n\n\n<div class=\"wp-block-ub-tabbed-content wp-block-ub-tabbed-content-holder wp-block-ub-tabbed-content-horizontal-holder-mobile wp-block-ub-tabbed-content-horizontal-holder-tablet\" id=\"ub-tabbed-content-83fe2420-1b12-4b8c-86a7-5af6362db57b\" style=\"\">\n\t\t\t<div class=\"wp-block-ub-tabbed-content-tab-holder horizontal-tab-width-mobile horizontal-tab-width-tablet\">\n\t\t\t\t<div role=\"tablist\" class=\"wp-block-ub-tabbed-content-tabs-title wp-block-ub-tabbed-content-tabs-title-mobile-horizontal-tab wp-block-ub-tabbed-content-tabs-title-tablet-horizontal-tab\" style=\"justify-content: flex-start; \"><div role=\"tab\" id=\"ub-tabbed-content-83fe2420-1b12-4b8c-86a7-5af6362db57b-tab-0\" aria-controls=\"ub-tabbed-content-83fe2420-1b12-4b8c-86a7-5af6362db57b-panel-0\" aria-selected=\"true\" class=\"wp-block-ub-tabbed-content-tab-title-wrap active\" style=\"--ub-tabbed-title-background-color: #eeeeee; --ub-tabbed-active-title-color: inherit; --ub-tabbed-active-title-background-color: #eeeeee; text-align: left; \" tabindex=\"-1\">\n\t\t\t\t<div class=\"wp-block-ub-tabbed-content-tab-title\"><strong>Adicionar assinaturas de espa\u00e7o<\/strong><\/div>\n\t\t\t<\/div><div role=\"tab\" id=\"ub-tabbed-content-83fe2420-1b12-4b8c-86a7-5af6362db57b-tab-1\" aria-controls=\"ub-tabbed-content-83fe2420-1b12-4b8c-86a7-5af6362db57b-panel-1\" aria-selected=\"false\" class=\"wp-block-ub-tabbed-content-tab-title-wrap\" style=\"--ub-tabbed-active-title-color: inherit; --ub-tabbed-active-title-background-color: #eeeeee; text-align: left; \" tabindex=\"-1\">\n\t\t\t\t<div class=\"wp-block-ub-tabbed-content-tab-title\"><strong>Escolher um espa\u00e7o aberto ou fechado<\/strong><\/div>\n\t\t\t<\/div><div role=\"tab\" id=\"ub-tabbed-content-83fe2420-1b12-4b8c-86a7-5af6362db57b-tab-2\" aria-controls=\"ub-tabbed-content-83fe2420-1b12-4b8c-86a7-5af6362db57b-panel-2\" aria-selected=\"false\" class=\"wp-block-ub-tabbed-content-tab-title-wrap\" style=\"--ub-tabbed-active-title-color: inherit; --ub-tabbed-active-title-background-color: #eeeeee; text-align: left; \" tabindex=\"-1\">\n\t\t\t\t<div class=\"wp-block-ub-tabbed-content-tab-title\"><strong>Definir um espa\u00e7o padr\u00e3o<\/strong><\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"wp-block-ub-tabbed-content-tabs-content\" style=\"\"><div role=\"tabpanel\" class=\"wp-block-ub-tabbed-content-tab-content-wrap active\" id=\"ub-tabbed-content-83fe2420-1b12-4b8c-86a7-5af6362db57b-panel-0\" aria-labelledby=\"ub-tabbed-content-83fe2420-1b12-4b8c-86a7-5af6362db57b-tab-0\" tabindex=\"0\">\n\n<p class=\"translation-block\">Voc\u00ea pode inscrever membros em um espa\u00e7o escrevendo o nome deles no campo de inscri\u00e7\u00e3o. Os assinantes do Espa\u00e7o s\u00e3o reconhecidos como membros e podem acessar os quadros e Itens dentro dele. <br><img loading=\"lazy\" width=\"400\" height=\"143\" class=\"wp-image-7570\" style=\"width: 400px\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Add-space-subscriptions.jpeg\" alt=\"\" \/><\/p>\n\n\n\n<p class=\"translation-block\">Se voc\u00ea quiser saber mais sobre as permiss\u00f5es do Space, confira nosso <a href=\"https:\/\/plaky.com\/help\/pt\/administration\/roles-and-permissions\/space-access-permissions-2\/\">artigo<\/a>.<\/p>\n\n<\/div><div role=\"tabpanel\" class=\"wp-block-ub-tabbed-content-tab-content-wrap ub-hide\" id=\"ub-tabbed-content-83fe2420-1b12-4b8c-86a7-5af6362db57b-panel-1\" aria-labelledby=\"ub-tabbed-content-83fe2420-1b12-4b8c-86a7-5af6362db57b-tab-1\" tabindex=\"0\">\n\n<p class=\"translation-block\">Um espa\u00e7o pode ser aberto ou fechado. Um espa\u00e7o aberto pode ser acessado por todos os membros do espa\u00e7o de trabalho, enquanto um espa\u00e7o fechado s\u00f3 fica dispon\u00edvel se um membro for convidado. Veja como alterar o tipo de espa\u00e7o:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Clique nos <strong>tr\u00eas pontos<\/strong> ao lado do nome do espa\u00e7o<\/li>\n\n\n\n<li class=\"translation-block\">Passe o mouse sobre <strong>Alterar tipo de espa\u00e7o<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Selecione se deseja-o <strong>Aberto\/Fechado<\/strong><br><img loading=\"lazy\" width=\"300\" height=\"164\" class=\"wp-image-7572\" style=\"width: 300px\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Change-space-type.jpeg\" alt=\"\" \/><\/li>\n<\/ol>\n\n<\/div><div role=\"tabpanel\" class=\"wp-block-ub-tabbed-content-tab-content-wrap ub-hide\" id=\"ub-tabbed-content-83fe2420-1b12-4b8c-86a7-5af6362db57b-panel-2\" aria-labelledby=\"ub-tabbed-content-83fe2420-1b12-4b8c-86a7-5af6362db57b-tab-2\" tabindex=\"0\">\n\n<p class=\"translation-block\">Ao fazer login no Plaky, o primeiro espa\u00e7o que voc\u00ea ver\u00e1 \u00e9 o espa\u00e7o padr\u00e3o. Voc\u00ea pode alterar qual espa\u00e7o ser\u00e1 o padr\u00e3o seguindo estes passos:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Selecione um espa\u00e7o<\/li>\n\n\n\n<li class=\"translation-block\">Clique nos <strong>tr\u00eas pontos<\/strong> ao lado do nome do espa\u00e7o<\/li>\n\n\n\n<li class=\"translation-block\">Clique em <strong>Definir como espa\u00e7o padr\u00e3o<\/strong><br><img loading=\"lazy\" width=\"300\" height=\"229\" class=\"wp-image-7573\" style=\"width: 300px\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/set-as-default-space.jpeg\" alt=\"\" \/><\/li>\n<\/ol>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n<h2 class=\"wp-block-heading translation-block\">Adicionar um quadro e convidar membros<\/h2>\n\n\n\n<p class=\"translation-block\">Os quadros s\u00e3o parte integral de cada Espa\u00e7o e cont\u00eam v\u00e1rios itens e subitens, organizados em grupos. Imagine um quadro como um projeto maior no qual voc\u00ea e sua equipe est\u00e3o trabalhando. Por exemplo, se voc\u00ea tem um Espa\u00e7o dedicado a marketing, pode ter um Quadro para suas tarefas de m\u00eddia social.<\/p>\n\n\n\n<p class=\"translation-block\">Para adicionar um <strong>novo Quadro<\/strong>, clique no \u00edcone + abaixo do seu Espa\u00e7o e passe o mouse sobre Novo quadro. Voc\u00ea pode criar um quadro novo de tr\u00eas maneiras:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong> Criar novo<\/strong>  \u2014 cria um quadro sem itens e grupos de itens<\/li>\n\n\n\n<li class=\"translation-block\"><strong> Criar a partir de um modelo <\/strong> \u2014 permite selecionar um modelo de quadro predefinido<\/li>\n\n\n\n<li class=\"translation-block\"><strong> Criar a partir de um arquivo<\/strong>  \u2014 permite enviar um quadro como um arquivo CSV<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"798\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/add-new-board-1-1024x798.jpeg\" alt=\"\" class=\"wp-image-7571\" style=\"width:333px;height:auto\" srcset=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/add-new-board-1-1024x798.jpeg 1024w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/add-new-board-1-500x390.jpeg 500w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/add-new-board-1-768x598.jpeg 768w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/add-new-board-1-15x12.jpeg 15w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/add-new-board-1.jpeg 1086w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"translation-block\">Depois de criar um quadro, voc\u00ea pode adicionar membros clicando no \u00edcone de membros do quadro e digitando o nome deles no campo.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"862\" height=\"498\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/add-board-members.jpeg\" alt=\"\" class=\"wp-image-7574\" style=\"width:339px;height:auto\" srcset=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/add-board-members.jpeg 862w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/add-board-members-500x289.jpeg 500w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/add-board-members-768x444.jpeg 768w, https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/add-board-members-18x10.jpeg 18w\" sizes=\"auto, (max-width: 862px) 100vw, 862px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading translation-block\">Set Board permissions<\/h3>\n\n\n\n<p class=\"translation-block\">Os membros do seu espa\u00e7o de trabalho podem interagir com os quadros, dependendo das permiss\u00f5es que voc\u00ea selecionar. O Plaky oferece 3 tipos diferentes de permiss\u00f5es de quadro que voc\u00ea pode selecionar:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong> Editar tudo<\/strong> \u2014 permite que os membros adicionem\/editem\/excluam visualiza\u00e7\u00f5es privadas e p\u00fablicas, grupos, campos, itens e subitens, valores de campo, coment\u00e1rios e arquivos.<\/li>\n\n\n\n<li class=\"translation-block\"><strong> Editar conte\u00fado<\/strong>  \u2014 permite que os membros adicionem\/editem\/excluam visualiza\u00e7\u00f5es privadas, itens e subitens, valores de campo, coment\u00e1rios e arquivos.<\/li>\n\n\n\n<li class=\"translation-block\"><strong> Adicionar coment\u00e1rios e arquivos<\/strong>  \u2014 permite que os membros adicionem\/editem\/excluam visualiza\u00e7\u00f5es privadas, coment\u00e1rios e arquivos.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">Veja como voc\u00ea pode alterar as permiss\u00f5es do quadro:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Clique nos <strong>tr\u00eas pontos <\/strong>no canto superior direito<\/li>\n\n\n\n<li class=\"translation-block\">Clique em <strong>Permiss\u00f5es do quadro<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Selecione as permiss\u00f5es do quadro que voc\u00ea deseja<\/li>\n\n\n\n<li class=\"translation-block\">Clique em <strong>Salvar<\/strong> para concluir a a\u00e7\u00e3o<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"435\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Set-board-permissions.gif\" alt=\"\" class=\"wp-image-7575\" style=\"width:452px;height:auto\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading translation-block\">Definir permiss\u00f5es do quadro<\/h2>\n\n\n\n<p class=\"translation-block\">Com o Plaky, voc\u00ea pode adicionar campos aos seus itens. Cada campo representa algum tipo de informa\u00e7\u00e3o que os usu\u00e1rios podem adicionar aos seus itens. Por exemplo, os campos podem representar o status do item, a data de vencimento ou as pessoas atribu\u00eddas ao item.<\/p>\n\n\n\n<p class=\"translation-block\">Veja como voc\u00ea pode adicionar um campo:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Clique no <strong>\u00edcone +<\/strong> no lado direito&nbsp;<\/li>\n\n\n\n<li class=\"translation-block\">Selecione o tipo de campo<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"302\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Adding-board-field.gif\" alt=\"Adding a board field in Plaky\" class=\"wp-image-7880\" style=\"width:470px;height:auto\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading translation-block\">Criar campos do quadro<\/h2>\n\n\n\n<p class=\"translation-block\">Embora o Plaky ofere\u00e7a muitos recursos em seu plano GRATUITO, escolher um plano de assinatura pode desbloquear recursos adicionais para voc\u00ea e sua equipe.<\/p>\n\n\n\n<p class=\"translation-block\">Veja como voc\u00ea pode atualizar sua assinatura:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Clique nos <strong>tr\u00eas pontos<\/strong> ao lado do nome do seu espa\u00e7o de trabalho<\/li>\n\n\n\n<li class=\"translation-block\">Clique em <strong>Assinatura<\/strong><br><img loading=\"lazy\" width=\"150\" height=\"200\" class=\"wp-image-7576\" style=\"width: 150px\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Open-subscription.jpeg\" alt=\"\" \/><\/li>\n\n\n\n<li class=\"translation-block\">Abra a aba <strong>Planos<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Clique em <strong>Atualizar<\/strong> no seu plano preferido<br><img loading=\"lazy\" width=\"500\" height=\"310\" class=\"wp-image-7577\" style=\"width: 500px\" src=\"https:\/\/plaky.com\/help\/wp-content\/uploads\/2025\/09\/Plaky-plans.jpg\" alt=\"\" \/><\/li>\n\n\n\n<li class=\"translation-block\">Insira as informa\u00e7\u00f5es do cliente, fatura e pagamento<\/li>\n\n\n\n<li class=\"translation-block\">Clique em <strong>Concluir pagamento<\/strong> para finalizar o processo<\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewbox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskunits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Observa\u00e7\u00e3o<\/span><\/div><div class=\"box-content\">\n<p class=\"translation-block\">Para mais informa\u00e7\u00f5es sobre os planos de assinatura do Plaky, visite nossa <a href=\"https:\/\/plaky.com\/help\/pt\/administration\/billing\/plaky-subscription-plans-and-extra-features\/\">p\u00e1gina de pre\u00e7os<\/a>.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group related-articles\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading translation-block\">Related Articles<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/help\/pt\/getting-started\/onboarding-for-new-users\/start-using-plaky-quick-start-guide\/\">Comece a usar o Plaky \u2014 Guia de in\u00edcio r\u00e1pido<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/help\/pt\/getting-started\/onboarding-for-new-users\/onboarding-for-new-workspace-users\/\">Integra\u00e7\u00e3o para novos usu\u00e1rios do espa\u00e7o de trabalho<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/help\/pt\/getting-started\/onboarding-for-new-users\/email-template-for-new-plaky-users\/\">Modelo de e-mail para novos usu\u00e1rios do Plaky<\/a><\/li>\n<\/ul>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"In this onboarding guide, you will learn how to create a Plaky workspace, organi&#8230;","protected":false},"author":29,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[40],"tags":[],"class_list":["post-7562","post","type-post","status-publish","format-standard","hentry","category-onboarding-for-new-users"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"Milos Milosavljevic","author_link":"https:\/\/plaky.com\/help\/pt\/author\/milos-milosavljevic\/"},"_links":{"self":[{"href":"https:\/\/plaky.com\/help\/pt\/wp-json\/wp\/v2\/posts\/7562","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/plaky.com\/help\/pt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/plaky.com\/help\/pt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/plaky.com\/help\/pt\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/plaky.com\/help\/pt\/wp-json\/wp\/v2\/comments?post=7562"}],"version-history":[{"count":13,"href":"https:\/\/plaky.com\/help\/pt\/wp-json\/wp\/v2\/posts\/7562\/revisions"}],"predecessor-version":[{"id":8783,"href":"https:\/\/plaky.com\/help\/pt\/wp-json\/wp\/v2\/posts\/7562\/revisions\/8783"}],"wp:attachment":[{"href":"https:\/\/plaky.com\/help\/pt\/wp-json\/wp\/v2\/media?parent=7562"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/plaky.com\/help\/pt\/wp-json\/wp\/v2\/categories?post=7562"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/plaky.com\/help\/pt\/wp-json\/wp\/v2\/tags?post=7562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}