This article covers how to create, vote on, edit, & delete polls.
Polls can be created with a single answer or multiple answers.
Scheduling a poll triggers a notification email to go out to all who are assigned to vote in the poll.
All Unpublished, Open, and Closed Polls will be shown on the main Polls page.
Create a Poll
Account Administrators can create polls from within a meeting or group page, or from the left side panel.
Step 1: Select Polls from the left side panel, or navigate to the meeting or group page that you want to create the poll in
Step 2: Click + Add Poll
Step 3: Add additional information:
Name the poll
Give it a description
Attach necessary files (optional)
Select polling options (optional)
Poll Options: | If Selected: |
Verify User Identity | The voter must enter in their Boardable password before they can submit their vote |
Keep Votes Anonymous | The votes will be kept entirely anonymous and the poll owner will not be able to see who has voted (more information on anonymous poll Reports) |
Notify (Poll Owner or Everyone) when all responses received | A notification will be sent out to the poll owner or the group voting on the poll once everyone has voted |
Step 4: Choose a Due Date / Time
Step 5: Select the individuals you want to participate in the poll:
To assign a poll to a group (or two), check the checkbox next to the group's name.
If you want to invite only part of a group, remove those you don't want to invite by clicking the red "X" to the right of their name(s). (In the example below, only 3 members will be assigned to the poll, even though there are 6 people total in the two groups selected).
You can also select members individually by using the Assign Individuals dropdown
Step 6: Scroll down and click Save to create the poll
Step 7: Publish the poll: In order for others to respond to the poll, it must be published. If you want to publish your poll right away, click Publish Poll on the right side of the screen. If you are not ready to publish your poll, you can publish it at a later time.
To Return to Unpublished Polls:
Step 1: Click Polls on the left side panel
Step 2: Navigate to the Unpublished section and select the poll you would like to publish
Step 3: Click into the poll and click the Publish Poll button on the right side of the screen
Vote on a Poll
Step 1: Click Polls on the left side of your screen
Step 2: Click the poll you would like to vote on
Step 3: On the next screen, choose your response, and press Submit to record your vote
Unless the vote has been selected to be anonymous, a green dot will appear next to their name on the polls page after they have submitted their vote.
Edit a Poll
[Note] If any members have already voted, only the due date can be updated.
Step 1: Select Polls from the left side panel, or navigate to the meeting or group page the poll was originally created in
Step 2: Click the poll you would like to edit, then click Edit Poll Info on the right
Step 3: Click Save to update your changes
Delete a Poll
Step 1: Select Polls from the left side panel, or navigate to the meeting or group page the poll was originally created in
Step 2: Click the poll you would like to delete, then click Edit Poll Info on the right
Step 3: On the next screen, click Delete Poll. To confirm your decision, click Ok.
Poll Reports for Anonymous Polls
When Polls are anonymous, they are truly anonymous. The view button that can display who voted on what is not available on a poll report.
Tags: Polls, Add A Poll, Edit a Poll, Delete a Poll, Vote on a Poll, Verify User Identity, Anonymous Polls, Poll Reports