TABLE OF CONTENTS
II. Vote on a Poll
III. Edit a Poll
IV. Delete a Poll
I. Create a Poll
Account Administrators can create polls from within a meeting or group page, or from the left side panel.
Navigate to the Meeting or Group Page in which the poll will be created by clicking either Meetings or Groups in the main left navigation menu and selecting the desired meeting or group
Click Tasks & Polls in the top navigation menu
In the Polls section click the + to open the Create a new poll window
Where indicated, add the following information:
Question/Title - this is the primary question or information on which the participants are being asked to vote or respond. For example: "when should the next meeting be held"; "vote on Proposition A"; "help choose a name for our Spring Gala."
Description - if additional details are needed to describe what is being asked of the participants, provide them here. Examples may include the contents of a proposition on which a vote is requested.
Click + Attach Files to attach any files or documents related to the poll
In the Answers/Options section, add the responses from which the participants will be selecting. Examples may include multiple dates if the poll is regarding when to next meet, "yea" or "nay" for a vote, etc.
There are 2 answer fields provided, but more may be added by clicking + add answer below the provided fields
To remove an answer click the x on the right. NOTE: There must be at least 2 answers provided, so there is not an option to remove the top 2 answer fields
Select from the drop-down whether members may choose a single answer or multiple answers, followed by entering the due date
Select polling options, including whether to verify user identity, keep votes anonymous, and whom to notify--either the poll owner or everyone--when responses are received. See the table below this list for further details about these options
Assign groups and/or individuals to respond to the poll
Polls created within a group will have that group automatically listed in the Groups section, and its members will be listed under People
Polls created within a meeting will have any group(s) and users invited to that meeting automatically listed in the Groups and People sections
Additional groups and people may be added by clicking into the Assign to users and groups box and selecting the desired group(s) or people
Any of the listed groups or individuals may be removed by clicking the x to the right of the group or individual's name
Click Save
On the next page click Publish Poll to allow others to view and respond
NOTE: without publishing the poll is still saved and able to be published later
On the next screen verify by clicking Publish
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 |
i. Returning to Unpublished Polls:
Navigate to the meeting or group page in which the poll was created by clicking either Meetings or Groups in the main left navigation menu and selecting the desired meeting or group
Click Tasks & Polls in the top navigation menu
In the Polls section click Unpublished from the options in the top right to view unpublished polls
To publish an unpublished poll, click the name of the desired poll and on the next page click Publish Poll
On the next screen verify by clicking Publish
II. Vote on a Poll
i. Vote from a Meeting
Navigate to the meeting page in which the poll was created by clicking Meetings in the main left navigation menu and selecting the desired meeting
Click Tasks & Polls in the top navigation menu
Select the desired poll by clicking its title in the Polls section
Select one or more responses, followed by clicking SubmitUnless 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.
ii. Vote from a Group Page
Navigate to the group page in which the poll was created by clicking Groups in the main left navigation menu and selecting the desired group
Click Tasks & Polls in the top navigation menu
Select the desired poll by clicking its title in the Polls section
Select one or more responses, followed by clicking Submit
III. Edit a Poll
Note: If any members have already voted, only the due date can be updated
Navigate to the meeting or group page in which the poll was created by clicking either Meetings or Groups in the main left navigation menu and selecting the desired meeting or group
Click Tasks & Polls in the top navigation menu
Select the desired poll by clicking its title in the Polls section
Click the pencil edit icon to the right of the poll name
Update the desired information in the Edit Poll page
Click Save
IV. Delete a Poll
To delete a poll, you must be the poll creator or an Organization Admin.
Navigate to the meeting or group page in which the poll was created by clicking either Meetings or Groups in the main left navigation menu and selecting the desired meeting or group
Click Tasks & Polls in the top navigation menu
Select the desired poll by clicking its title in the Polls section
Click the pencil edit icon to the right of the poll name
In the Edit Poll page click Delete Poll
Confirm by again clicking Delete Poll
V. Poll Reports for Anonymous Polls
When Polls are marked anonymous, they are truly anonymous. The View button, which normally displays information including which users have voted and how they voted, is not available on an anonymous poll report.
Related Articles
Group Roles & Permissions: learn about the different types of roles within a group and the permissions associated with each role
Polls: learn about Boardable polls
Polls for Observers: learn how to create, vote on, edit, & delete polls
Polls for Members: Learn how to create, vote on, edit, & delete polls