Learn how to view, edit, delete, and comment on existing polls
Table of Contents
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From the Meeting page
I. View Polls
On the web app and desktop app, polls can be viewed in the following locations:
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Dashboard
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Polls Page
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Meeting page
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Group page
All users can view published polls assigned to them, including the following information:
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Title
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Description
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Publication status
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Open / closed status
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Open polls are polls whose due dates have not yet passed
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Closed polls are polls whose due dates have passed
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Answers / options
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Votes for each option
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For anonymous polls, only the number of users who have voted for each option is listed, and not the names of any voters
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For polls which are not anonymous, all participants (including members and observers) can view the names of other voting users, alongside their votes
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Assigned users (participants)
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Comment field
Visibility of unpublished polls, and any poll assigned to other users depends on the account role, meeting role, and group role of the viewer. For more on this, please see Related Articles.
View Polls from Dashboard
To view polls from the home dashboard:
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Click Home from the main menu
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Scroll down to the Polls panel
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Recent polls assigned to the viewer are listed in this section
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To view all polls there's access to:
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Click View All
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Click desired list of polls:
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To view open, published polls, keep the default Open tab selected
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To view a list of unpublished polls, click the Unpublished tab
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To view a list of closed polls, click the Closed tab
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Click the desired poll title
View Polls From Polls Page
To view polls from the main menu:
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Click Polls from the main menu
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All polls in the organization, including polls created from group and meeting pages, are available on the page this opens
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Click desired list of polls:
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To view open, published polls, keep the default Open tab selected
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To view a list of unpublished polls, click the Unpublished tab
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To view a list of closed polls, click the Closed tab
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Click the desired poll title
View Polls From a Meeting Page
To view polls via a meeting page:
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Navigate to the desired meeting page
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To learn how to do this, please see Related Articles
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Click Tasks & Polls from the left menu
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All polls created from the meeting page, including closed and unpublished polls, are listed beneath Polls
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Click the desired poll title
View Polls From Group Page
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Navigate to the desired Group page
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To learn how to do this, please see Related Articles
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Click the Tasks & Polls tab
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All polls created from the group page, including closed and unpublished polls, are listed beneath Polls
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Click the desired poll title
II. Edit a Poll
Notes:
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If any members have already voted, only the due date can be updated.
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Polls created via the main menu can be edited by the following users
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Organization admins
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The poll's creator
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Polls created via a group page can be edited by the following users:
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Organization admins
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The poll's creator
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The group's admins
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Polls created via a meeting page can be edited by the following users:
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Organization admins
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The poll's creator
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The meeting's creator
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The meeting's collaborators
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To edit a poll:
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Open the poll page as described in section I
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Click the Edit button
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Edit Poll menu opens
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Make desired changes to poll
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If no participants have yet voted, this can include:
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Title
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Description
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Answers / Options
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Option to allow write-in responses
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Choice of one or multiple answers
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File attachments, if any
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Due date
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Option to verify user identity
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Option to keep votes anonymous
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For anonymous polls, not even admins can view the names accompanying each vote
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Option to let participants update their responses
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Option to notify when all participant votes are complete
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If any participants have already voted, only the due date can be edited
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Click Save
III. Delete a Poll
Notes:
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Polls created via the main menu can be deleted by the following users
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Organization admins
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The poll's creator
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Polls created via a group page can be deleted by the following users:
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Organization admins
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The poll's creator
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The group's admins
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Polls created via a meeting page can be deleted by the following users:
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Organization admins
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The poll's creator
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The meeting's creator
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The meeting's collaborators
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To delete a poll:
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Open the poll page as described in section I
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Click the Edit button
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Edit Poll menu opens
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Click Delete Poll
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Are you sure? modal pops out
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Click OK
To publish this new poll, and allow participants to view and submit notes:
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Click Publish Poll
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Participants are notified
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IV. Comment on a Poll
To add a comment to a poll:
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Open the poll page as described in section I
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Scroll down to the Comments section
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Click into the text box labeled Leave a Comment
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Type the desired text
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The following options are supported:
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Bold
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Italics
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Numbered list
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Bulleted list
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Emojis
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File attachments
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Notifications
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When enabled, all users assigned to poll are notified
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Click Save
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Comment is added to Comments section
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If enabled, notifications are sent
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Related Articles
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Group Roles & Permissions: learn about the different types of roles within a group and the permissions associated with each role
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Create a Poll: learn how to create a new poll
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Navigate to Boardable Meeting Page: Learn how to navigate to the Boardable meeting page in order to see the agenda, comments, tasks, polls, join the meeting, etc.
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Overview of the Group Page: Learn how to view a group's page, understand activity, and view important information
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Account Roles and Permissions: Learn about the different types of account roles and the associated permissions within Boardable
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Meeting Roles and Permissions: Learn about the different types of meeting roles, such as Collaborator, and the permissions associated with that role
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Vote in a Poll: Learn how to vote in a poll, and edit your response after voting
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Add Comments via Email: learn how to comment on meetings, discussions, tasks, and polls using a personal email program
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Goal and Poll Reports: Learn how to review poll and goal activity