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:
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.
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.
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, the default setting), BoardPro will record in the Minutes how each person voted, including any reasons for their choice.
Supporting Documents: You can attach any required documents to your vote for inclusion in your board pack.
NOTE: If any comments are made while a Board Member is voting, they are not visible until the Vote is closed and the Decision has been made.
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Voting for the Minute Taker