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Setting up a Formal Vote - new UI

How to add a formal vote to the agenda

Rajit Theodore avatar
Written by Rajit Theodore
Updated this week

Voting is a feature of the Premium and Ultimate Plans.

When you wish to add a formal vote, BoardPro has a Smart Agenda item to help you organize your voting procedure.

In the section where you want to add the vote, click "+ Agenda Item" and select "Vote."

The core elements of an agenda item are all present, as well as new elements:

  1. Motion: You'll be able to enter the motion into the agenda in advance, and when the vote is recorded in the Minutes, the motion will be copied there for quick editing as a basis for the resolution.

  2. Selecting Voters: BoardPro automatically selects all people in your organisation with the Board Member box ticked. If they do not have login access (whether it shows Invitation Pending or No Access), an asterisk will appear next to their name, and a Help Vote will need to be added on their behalf when voting is open.

  3. Anonymous Voting: If ticked, BoardPro will record the total count of votes for and against, without listing how each person voted. However, if this setting is left unticked, Open Vote (default setting), BoardPro will record in the Minutes how each person voted, including any reasons why they chose to vote this way.

  4. Supporting Documents: You can attach any needed documents to your vote to be included in your board pack.

Related Articles:
Voting for the Minute Taker

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