Surveys
2 Docs
How do I create and manage a survey?
Last Updated: August 28, 2026Surveys let users whose role includes survey-creation permission collect one multiple-choice response from the full board or a selected committee. Create a survey Open Surveys and select Create Survey. Enter the required Survey Description. Set the due date and time. Under Committee Access, choose Full Board or a committee. To notify eligible members by email,…
How do I respond to a survey?
Last Updated: August 28, 2026When a survey is open and you are included in its audience, BoardSite marks your response as Pending. Submit your response On the dashboard, look under Priority Actions for a Survey Due card and select Respond. If no card appears, open Surveys. Find an open survey whose Your Response status is Pending. Select View. Choose…