Voting & Decisions
Creating a New Voting Session
Last Updated: July 23, 20261. Click "Board Management" on the left-side menu 2. Click "Voting" on the sub-menu 3. Click on the "+ New Vote" button 4. Enter the "Vote Title" 5. Type a "Description" 6. Choose a "Vote Type" 7. Set the "Required...
Send a Vote Request via Email
Last Updated: July 22, 2026Send a Vote Request via Email 1. Click "Board Management" on the left side menu 2. Click "Voting" on the sub-menu 3. Click the "Email to All" button
Recording Votes
Last Updated: July 22, 2026Recording Votes 1. Click "Board Management" on the left side menmenu 2. Click "Voting" in the sub-menu 3. Scroll down to find your "Resolution" 4. Click the "Record Votes" button 5. Use the dropdown menu and select the vote choice...
Visualizing Voting History
Last Updated: July 22, 20261. Click "Active" 2. Click "Voting" on the sub-menu 3. Scroll down to find the "Resolution" you are looking for 4. Click the "History" button 5. Scroll down to see all votes 6. Click "Close" to finish
Closing a Vote
Last Updated: July 22, 20261. Click "Board Management" on the left-side menu 2. Click "Voting" on the sub-menu 3. Scroll down to find the "Resolution" 4. Click the "Close Voting" button to close that resolution
Casting a Vote
Last Updated: July 22, 20261. Click "Board Management" on the left side menu 2. Click "Voting" on the sub-menu 3. To cast a vote, scroll down to find the correct resolution. You will find 3 buttons; "Vote For", "Vote Against" or "Abstain", click on...
Manage Board Votes and Decisions
Last Updated: July 22, 20261. Click "Board Management" on the left side menu 2. Click "Voting" on the sub-menu 3. From here, you can manage board votes and decisions 4. You can filter the votes that are currently "Active" 5. or look for those...
