How do I setup a new vote?

Written by Marco Jacobs
Updated 2 years ago

Voting falls under meetings, so in order to set up a vote, do the following:

  1. Select the appropriate scheduled meeting
  2. On the meeting screen, under meeting voting topics, press the "plus" icon
  3. On the next screen you will be prompted to enter a voting topic. This is just a title for the vote.
  4. Next you will be able to press the "Add Vote" item button to add an item for members to vote on.
  5. This will display a section to enter information about the item such as the titled if the item requires a single or multiple response
  6. To enter the options that users can select press the "plus" icon in the voting option section.
  7. Repeat the above steps to add as many voting items that you would like.
  8. Once you have all your items entered, press the "Create" button at the bottom of your screen.
  9. Your vote is now created. Please note that no one will be able to vote yet until you start the vote.
  10. To start the vote, select the vote on the meeting screen and press the "Start Vote" button at the bottom of your screen.
  11. Your vote is now live and eligible members will now be able to submit their anonymous vote.
  12. Once a user submits their votes, they will be able to see results in real time as they come in.
  13. When you are ready to end the vote, press the "End Vote" button. Anyone that has access to create a meeting can end the vote. Now all vote submission are stopped.
  14. To export voting results, press the "Export Vote" button. This will allow you to email, share, save the voting results.
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