If your role includes vote-creation permission, you can create a full-board or committee vote, set its deadline, attach supporting material, and optionally notify eligible members by email.

Before you begin: Confirm the audience, deadline, and supporting documents. Selecting the email option sends a real notification when the vote is created.

Create the vote #

1. Open Votes → Items Requiring Action.
2. Select Add Vote. If the page says you do not have permission, ask an authorized administrator or vote manager to create it.
3. Enter the required Description of Vote.
4. Set the Voting Deadline date and time.
5. Optionally add supporting documents:
   • Select Select from Document Library to link an existing BoardSite document.
   • Or upload a new XLS, XLSX, DOC, DOCX, CSV, or PDF file.
6. Add optional Additional Details.
7. Under Committee Access, choose Full Board or an available committee. The choices depend on your own permissions and committee access.
8. Select Send an email notification of this new vote to all board members? only when the vote is ready for recipients.
9. Review the description, audience, deadline, documents, and notification choice, then select Create Vote.

What happens next #

BoardSite opens the vote detail page. Eligible voters can find an open vote in Items Requiring Action; vote managers can monitor responses from the detail page.

Troubleshooting #

• If Add Vote is visible but the destination denies access, your effective role does not include vote creation.
• If Full Board is unavailable, your role may be limited to one or more committees.
• If a document is missing from the library selector, verify its visibility and committee access.

Related articles #

• How do I vote?
• How do I send a reminder about an open vote?
• How do I extend the voting deadline for a vote I already setup?