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Create a Poll
Create a Poll

Learn how to create a new poll

Phoenix Robertson avatar
Written by Phoenix Robertson
Updated over 6 months ago

TABLE OF CONTENTS

I. Video Guide

II. Dashboard — Open New Poll Menu

II. Polls Page — Open New Poll Menu

III. Meeting Page — Open New Poll Menu

IV. Group Page — Open New Poll Menu

V. Create a New Poll Menu

I. Video Guide

II. Dashboard — Open New Poll Menu

Organization admins can create a poll from the home dashboard. Before publication, these polls are visible only to organization admins. Once published, these polls are visible to organization admins and assigned users.

To do so:

  1. Click Home from Boardable's main menu

  2. Scroll down to the Polls panel

  3. Click + at the top of this panel

    1. Create a new poll menu opens

    2. To learn how to complete this, please see section V

II. Polls Page — Open New Poll Menu

Organization admins can create Polls from the Polls page. Before publication, these polls are visible only to organization admins. Once published, these polls are visible to organization admins and to assigned users.

To create a poll from the Polls page:

  1. Click Polls from the main menu

  2. Click Add Poll

    1. Create a new poll menu opens

    2. To learn how to complete this, please see section V

III. Meeting Page — Open New Poll Menu

The following users can create polls from a meeting page:

  • Organization admins

  • Meeting creators

  • Meeting collaborators

Before publication, these polls are visible only to the users listed above. After publication, these polls are visible to the above users, and to any users assigned.

Only members, observers, and admins invited to a meeting can be assigned to these polls.

To create a poll from a meeting page:

  1. Navigate to the desired meeting page

    1. To learn how to do this, please see Related Articles

  2. Click the Tasks & Polls tab

  3. Next to Polls, click the + button

    1. Create a new poll menu opens

    2. To learn how to complete this, please see section V

IV. Group Page — Open New Poll Menu

The following users can create polls from a group page:

  • Organization admins

  • Group owners

  • Group admins

Before publication, these polls are visible to the users above. After publication, these polls are visible to the users above and to any users assigned.

Only group members can be assigned to a poll created from the group's page.

To create a poll from a group page:

  1. Navigate to the desired group page

    1. To learn how to do this, please see Related Articles

  2. Click the Tasks & Polls tab

  3. Next to Polls, click the + button

    1. Create a new poll menu opens

    2. To learn how to complete this, please see section V

V. Create a New Poll Menu

Notes:

  • The Allow users to update response option is only available on Professional and Enterprise organizations

  • The Allow write-in response option is only available on Professional and Enterprise organizations

  • After any users vote on a poll, only the due date can be edited; for this reason, please carefully review all selections before saving and publishing

To set up your poll, complete the following fields:

Complete the following fields:

  1. Question/Title

  2. Description

  3. File attachments, if any

    1. To use this:

      • Click Attach files

      • Choose from uploader's device, Boardable Document Center, Google Drive, Dropbox, or OneDrive

      • Select desired file from the location chosen to add this to the poll

  4. Answers / options

    1. To pre-write answers for participants to select:

      • Click into an Answers / options text box

      • Type desired answer / option

    2. To let participants type their own answer:

      • Click the checkbox next to Allow write in responses to fill this in

        • Even when write-in responses are enabled, at least two pre-written responses are required

  5. Choice between allowing participants one answer or multiple answers

    1. To allow only one answer, keep default selection

    2. To allow multiple answers:

      • Click drop down field whose default value is One answer

      • Click Multiple answers

  6. Due date

  7. Option to verify user identity: requires participants to log in with their Boardable password in order to complete poll

    1. Participants cannot log in with their Google, Microsoft, or Linkedin password to satisfy this requirement

    2. Participants whose Boardable passwords are lost can use Related Articles to set a new password to complete a poll with Verify user identity enabled

  8. Option to keep keep votes anonymous: prevents anyone, even the organization admin, from viewing which specific participants have voted for any option

    1. The total number of participants who have voted for each option can be viewed even with this option enabled

  9. Option to allow users to update their responses: allows participants to change their responses after their first vote

  10. Option to notify when all participant votes are complete

    1. To notify admin, keep default selection

    2. To notify all participants:

      1. Click drop down whose default value is Admin

      2. Click Everyone

  11. Participants

    1. To add a participant:

      1. Click into the text box labeled Type a person's name

      2. Type the name of a user

      3. Click the user name from the menu this drops down

        • Added users are listed beneath a People heading

      4. To add all members of a group as participants:

        • Click into the text box labeled Type a person's name

        • Type the name of a group

        • Click the name of the group from the menu this drops down

    2. To remove a participant:

      1. Click the X to the left of their name

        • Participant is deleted from the People section of the Create a new poll menu

  12. Click Save

  13. Poll is created, and not yet published or made available to assigned users

  14. To publish this new poll, and allow participants to view and submit notes:

    1. Click Publish Poll

      1. Participants are notified

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