Holding a Virtual Vote
Votes can be held outside of a regular meeting following a few simple steps. This article lays out how to action a vote that is not part of a normally scheduled meeting.
Organization Admins and Committee Admins can create votes, hold votes, and set vote outcomes. Contact your organization's administrator's for assistance with this task.
Go to the Board/Committee page, and select the "Votes" tab.
Click + Create Virtual Vote.
Set the duration (date range that matches how long the voting will be open) and Save the event.
Fill in the vote question information, and which portal users to include in the voting process. Then Save the question.
_Note: you can add multiple questions to a Virtual Vote by clicking + Create Vote again and following the same steps. It is possible to include different portal users in each question. Their voting experience will only sow them the questions they are given permission to cast a vote for.
Select the Email Participants link under the Actions button at top of the meeting page. Draft an email to inform the participants, and consider highlighting when the voting will close then click Send Email.
When the event opening day arrives navigate to this Vote Between Meetings event and click Open Voting on each question.
When the event closing day has passed click Close Voting on each question.
Click Set Outcome to record the decision made on each question. All participants will now see the vote outcome for each question.
This includes which Votes are still in Draft status, which have not yet been Opened, which are multiple day and thus allow time for Discussion, and the Passed/Failed label.
Questions? Chat with us
Organization Admins and Committee Admins can create votes, hold votes, and set vote outcomes. Contact your organization's administrator's for assistance with this task.
Setting up a Virtual Vote:
Go to the Board/Committee page, and select the "Votes" tab.
Click + Create Virtual Vote.
Set the duration (date range that matches how long the voting will be open) and Save the event.
Fill in the vote question information, and which portal users to include in the voting process. Then Save the question.
_Note: you can add multiple questions to a Virtual Vote by clicking + Create Vote again and following the same steps. It is possible to include different portal users in each question. Their voting experience will only sow them the questions they are given permission to cast a vote for.
Select the Email Participants link under the Actions button at top of the meeting page. Draft an email to inform the participants, and consider highlighting when the voting will close then click Send Email.
Holding a Virtual Vote:
When the event opening day arrives navigate to this Vote Between Meetings event and click Open Voting on each question.
When the event closing day has passed click Close Voting on each question.
Click Set Outcome to record the decision made on each question. All participants will now see the vote outcome for each question.
Status of Votes, both in Meetings and Virtual, can be seen on the Votes page:
This includes which Votes are still in Draft status, which have not yet been Opened, which are multiple day and thus allow time for Discussion, and the Passed/Failed label.
Questions? Chat with us
Updated on: 13/05/2025
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