Create a retrospective where the team's work belongs, give it a recognizable name, and confirm that everyone can find it again. Start with Retrospectives if you want an introduction to the board before setting one up.
Choose Its Home and Access
Pick the space area and folder before creating the board. A useful name such as October release retrospective helps the team distinguish it from the next session.
Create from Retros
Choose a saved retrospective or select New in the area where it belongs.
If creation fails, review the error and recheck the location and access. Return to the file list before creating another board so you can see whether the first attempt produced an item.
Or Create from Documents
Creating from Documents places the retrospective beside the files and app content already in that location.
Creating a board does not publish its Article or create a post. The draft is the board's linked document, so seeing a draft item in Documents is expected. Create and Publish from Documents explains the wider document flow.
Give the Board a Recognizable Name
Open Document options → Doc Details from the board's top bar. The details show its title, location, owner, and card information. Edit the document name when the field is available, then wait for its automatic save to succeed. Renaming follows the linked document's permissions.
A descriptive name makes the next visit easier than leaving several boards called Retrospective. Check the accepted title before moving on.
Start During a Meeting When Useful
An activity meeting offers another entry point: Live Apps → Retrospectives. Create a board for that activity or select an existing one. Creating still requires Retrospectives access; using a meeting does not make private content available to people outside its area.
The embedded board uses the meeting's surrounding controls. Its Document options → Open action returns to the retrospective explorer so you can choose other content. For details, see Linked Context and Meetings.
Leave and Find the Board Again
The setup is complete when the named board is easy to find and reopens with its saved content. Continue with Run a Team Retrospective to collect feedback and agree on follow-ups.