Creating a Vote

To create a poll, follow these steps:

  1. Log in to the PCC.

  2. The Project dashboard appears. Click Collaboration > Voting tab.

  3. Click Create Vote.

  4. The Create New Poll form appears. Enter the following details and click Save:

Field
Description

Name

Enter a brief and descriptive title for your poll, such as "Community Feedback on New Feature" or "Quarterly Project Review", so that the voter gets to know the purpose of the poll.

Voting Types

Select the voting types from the drop-down.

Close Date

Select the voting deadline. After this date, no more votes will be accepted, and the results will be finalized. Ensure all responses are captured before the specified deadline.

Committee

Select the committee whose members will be eligible to participate in this vote. Only the selected committee’s members will be able to cast votes for this decision.

Voting Status

Once you select a committee, choose the specific roles within that committee who are eligible to vote (e.g., Voting Representative, Alternate Voting Representative, Observer). Only members with the selected statuses can cast votes.

Description

Provide important information or background about the vote. Explain what participants are deciding on and include any relevant details or instructions.

Questions

Enter the actual poll questions, including any relevant text or formatting, to guide respondents in providing their answers.

Options

The different options the user needs to choose or rank, i.e. option or candidate 1, option or candidate 2, etc.

Click + Add Option and + Add Question links to add multiple options and questions.

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