---
title: Use Motions And Votes
description: motions, votes, minutes
---

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1. [Help Center](https://docs.boardable.com/knowledge?hsLang=en)
2. [Motions & Votes](https://docs.boardable.com/knowledge/motions-votes?hsLang=en)

# Use Motions And Votes

## Capture, publish, and audit board voting records

**In This Article**

[Before You Begin](https://chatgpt.com/g/g-p-6851b08d659881918d5c71881452bffb-knowledge-base/c/69947f6d-1348-832c-852d-f5fcd35fb350#before-you-begin)  
[Prerequisites](https://chatgpt.com/g/g-p-6851b08d659881918d5c71881452bffb-knowledge-base/c/69947f6d-1348-832c-852d-f5fcd35fb350#prerequisites)  
[Record A Motion And Vote](https://chatgpt.com/g/g-p-6851b08d659881918d5c71881452bffb-knowledge-base/c/69947f6d-1348-832c-852d-f5fcd35fb350#record-a-motion-and-vote)  
[Publish A Vote To The Public Site](https://chatgpt.com/g/g-p-6851b08d659881918d5c71881452bffb-knowledge-base/c/69947f6d-1348-832c-852d-f5fcd35fb350#publish-a-vote-to-the-public-site)  
[Link A Vote To Minutes](https://chatgpt.com/g/g-p-6851b08d659881918d5c71881452bffb-knowledge-base/c/69947f6d-1348-832c-852d-f5fcd35fb350#link-a-vote-to-minutes)  
[Run Motion And Vote Reports](https://chatgpt.com/g/g-p-6851b08d659881918d5c71881452bffb-knowledge-base/c/69947f6d-1348-832c-852d-f5fcd35fb350#run-motion-and-vote-reports)  
[Vote Deprecation Details](https://chatgpt.com/g/g-p-6851b08d659881918d5c71881452bffb-knowledge-base/c/69947f6d-1348-832c-852d-f5fcd35fb350#vote-deprecation-details)  
[Troubleshooting](https://chatgpt.com/g/g-p-6851b08d659881918d5c71881452bffb-knowledge-base/c/69947f6d-1348-832c-852d-f5fcd35fb350#troubleshooting)

 

**Before You Begin**

The Motions and Votes feature provides a dedicated space to formally record, publish, and report on board voting activity. Instead of capturing votes directly inside minutes, you now manage all motions and voting records from a centralized meeting tab.

This update improves transparency, reporting, and audit readiness. It introduces structured vote tracking, public publishing controls, and downloadable reports — including detailed vote history by member.

With this release, the legacy vote function inside minutes is deprecated. Existing historical votes remain visible in read-only format, but all new votes must be recorded using the Motions and Votes tab.

 

**Prerequisites**

To use Motions and Votes:

- Voting members must be configured in your meeting or organization settings

**Record A Motion And Vote**

1. Open the meeting.
2. Select the **Motions and Votes** tab.
3. Click **New Vote**.
4. In the slide-out panel, complete the required fields: 
     - Select an **Agenda Item**.
     - Enter the **Motion** text.
5. Record the vote counts. 
     - You may mark the vote as **Unanimous Yes** if applicable.
     - A unanimous “no” option is not available.
6. Review the calculated outcome. 
     - The system automatically marks the motion as **Carried** or **Failed** based on majority.
     - You may manually adjust the outcome if needed.
7. Choose one of the following: 
     - **Record**
     - **Record and Publish (for Public Site only)**
8. Click **Save**.

**Additional Motion Status Options**

Before recording a vote, you may mark a motion as:

- Tabled
- Withdrawn

These options are no longer available after a vote has been recorded.

 

**Publish A Vote To The Public Site**

If the meeting is designated as a public site meeting, you can publish voting results.

1. Follow the steps to create a new vote.
2. Select **Record and Publish**.
3. Save the vote.

Once published:

- The vote appears immediately on the public meeting page.
- The vote also appears in the full agenda view.
- Individual vote counts display for each voting member.

If you select **Record** only, the vote remains internal and does not display on the public site.

 

**Link A Vote To Minutes**

You cannot initiate a vote directly from the minutes editor. Instead, you must link an existing vote record.

1. Record and save the vote in the **Motions and Votes** tab.
2. Navigate to the meeting minutes.
3. Locate the relevant decision section.
4. Click "+" and find the decisions component
5. Click "Add Vote Record."

Important:

- This is a one-time import.
- The vote does not dynamically sync with the original record.
- Future edits to the vote will not update the minutes.

 

 

**Run Motion And Vote Reports**

Motions and Votes includes built-in reporting tools to support governance and audits.

1. Select **Reports** on the left hand side of the screen.
2. Choose a date range.
3. Generate the report.
4. Download the CSV file if needed.

**Available Reports**

**Motion Report**

- Displays motions within a selected timeframe
- Includes meeting, motion text, outcome, and totals

**Vote Record Report**

- Displays individual voting history by member
- Includes how each member voted, associated motions, and meeting details
- Designed to support audit requirements

 

**Vote Deprecation Details**

The previous vote functionality inside minutes has been deprecated.

- All historical votes remain accessible in read-only format.
- Users cannot edit or create new votes within minutes.
- The Motions and Votes tab is now the single source of truth for vote records.

This change improves reporting accuracy and ensures consistent record-keeping across meetings.

 

**Troubleshooting**

**Why can’t I see the Record and Publish option?**  
The meeting must be configured as a public site meeting to enable publishing.

**Why are some members excluded from the vote?**  
Only designated voting members are included. Review your meeting or organization settings.

**Why didn’t my vote update in the minutes after editing it?**  
Linked votes are not dynamic. You must manually update the minutes if changes occur after linking.

**Can members submit votes electronically?**  
No. Motions and Votes is designed for administrative record-keeping. It does not function as a live polling tool.

 

Questions? Contact your CSM or write to the Support team at [support@boardable.com](mailto:support@boardable.com)

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