Create a Ballot

From the Ballots screen, click on New Ballot

Select a Team to make the ballot available to
Enter a Title and Details for the ballot
Select What's on the Ballot
1. Document- Select this option when you need to get an approval on a new or amended specification, procedure or process
2. Person- Select this option when you need to elect a representative, board member or partner
Select Ballot Type
1. Single Choice (Yes/No Style)- Select this type when you want to add only one ballot item below. This will give voters 'Yes/No/Abstain' actions against the ballot item.
2. Multiple Choice (Election Style)- Select this type when you want to add multiple choices for the ballot item below. This will give voters option to select from one of the choices and cast their vote.
Attach supporting documents
Configure Voting Options
Include any Special Voting Instructions
Click on Save and Publish to create your Ballot

Set the Voting Days for the ballot
Set Who Can View Results
1. All members
2. Voters Only
3. Admins Only
Set Result Availability
1. When ballot opens with real time updates
2. After ballot closes
Set the Result Style
1. Detailed: Full detailed results will be available online & for export. The detailed results will be available to users based on 'Who Can View Results?' setting.
2. Summary: Only summary of the results will be available online & for export. The summary results will be available to users based on 'Who Can View Results?' setting. Admins will still be shown detailed results.
Allow Revoting: This allows users to change their vote provided the ballot is still open
Who Can Comment
1. Anyone who can view the ballot
2. Voters Only
3. Admins Only
Who Can View Comments
1. Anyone who can view the ballot
2. Voters Only
3. Admins Only

You can make changes to your ballot as long as the ballot is still open.

If you select Detailed results, then users will be able to see how each voter voted. Detailed results are n

Last updated 3 hours ago