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Voting for the Minute Taker - new UI

How Minutes Takers can record the votes in BoardPro

Rajit Theodore avatar
Written by Rajit Theodore
Updated over 3 weeks ago

Voting is a feature with the Premium and Ultimate Plans.

Once a vote has been officially opened during the Draft Minutes stage, it is time to cast your vote and monitor the voting of others.

Key Features on this page:

  1. Vote Results: (Anonymous Voting) If a change is required to the Show Vote Results for any reason, this can be done during the meeting. However, if any votes have already been cast, you will receive a warning that changing the setting will reset the entire vote, and everyone will have to vote again.

  2. Cast Your Vote Button: If the Minute Taker is a voter, they will see the Cast Your Vote button. If not voting, they will not see the button.

  3. Refresh: Keep track of how the voting is going by refreshing your page.

  4. Help Voters: Those who cannot cast their own votes can be assisted. When the minute taker enters a vote on someone's behalf, the person they are voting for will receive an email confirming the vote cast for them.

  5. Close the Vote: This closes the vote. You can do this manually or have BoardPro automatically determine the outcome (See Voting Automation).

    • A Decision Minute will be generated showing the outcome.

    • Decisions will be displayed in the Minutes (Approved Votes/Decisions will also be recorded in the Decision Register).

    • When the vote is closed, no further edits are possible.

Note: As Minute Taker, if you share your screen during the minutes and voting, everyone can see how you vote, regardless of whether you have the Show Vote Results turned on or off.

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