This article covers how to create, vote from a meeting or vote from a group page, 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.


Create a Poll

Observers with or without meeting Collaborator or Group Owner / Admin permissions can create polls from within meetings or group pages they are a part of.

Step 1: Navigate to the meeting or group page (via My Groups near the top left) 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

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:

  1. To assign a poll to a group (or two), check the checkbox next to the group's name. You will only be able to select groups that you are a member of.

  2. 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).

  3. 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To Return to Unpublished Polls: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: Navigate to the meeting or group page the poll was originally created in

  • Meetings: Main Meetings Page (on left side panel) > Select Meeting > On the Meeting Page:

  • Group Page: My Groups > Select the Group > On the Group Page:

Step 2: Click into the poll and select Publish Poll on the right side of the screen


Vote on a Poll from a Meeting

Step 1: Navigate to the meeting the poll was created in and click the poll you'd like to vote on

Step 2: On the next screen, choose your response, and press Submit to record your vote


Vote on a Poll from a Group Page

Step 1: Navigate to the group page the poll was created in and click the poll you'd like to vote on

Step 2: On the next screen, choose your response, and press Submit to record your vote


Edit a Poll

[Note] If any members have already voted, only the due date can be updated.

Step 1: 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

To delete a poll, you must be the poll creator or an Organization Admin.

Step 1: 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.


Tags: Polls, Add A Poll, Edit a Poll, Delete a Poll, Vote on a Poll, Vote from a Meeting, Vote from a Group, Submit Vote

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