There are two ways to create a vote in the "Meetings" tab:
1. Create a vote and link it to an agenda/category
2. Create a vote and link it to a document
The steps involved in creating a vote are the same for both options.
Example: Add a vote linked to a document.
Simply go to the Meetings tab and locate the published meeting where the document is and click on "See Agenda". Hover your cursor over the three dots next to the eye symbols to reveal other symbols. Click on the "Create a vote associated with this document" symbol.
Once you've clicked on this symbol, a window will appear asking you to enter your question in the information section, as well as answer choices. To add more answer choices, simply click on "Add a choice".
You can also use the other sections to:
- Define who participates and sees the results
- Define voting duration
- Define whether this vote will be anonymous (this option is irreversible)
- Attach a document to the vote
Good to know: By default, all users have voting rights.
Finally, you can also create votes via the "tools" tab on the "votes" menu. These votes can be created without necessarily being linked to a meeting. And it's here that you'll find all the votes created on your board.
Click on the "Add a vote" icon. A pop up window will appear to allow you to set up your vote.
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