Votes
How do I create a vote?
Last Updated: August 28, 2026If 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 Open Votes…
How do I extend the voting deadline for a vote I already setup?
Last Updated: August 28, 2026A user with vote-management permission can change a vote’s due date and due time from its Edit Vote form. Use this carefully because extending or reopening a vote changes the governance timeline visible to members. Extend an open vote Open Votes → Items Requiring Action or Vote History. Open the vote and select Edit. Change…
How do I send a reminder about an open vote?
Last Updated: August 28, 2026Vote managers can remind eligible members while a vote remains open. The reminder action is available from the vote detail page before the deadline. Before you begin: This action sends an external message. Confirm that the vote is open, the deadline is correct, and a reminder is appropriate before continuing. Send the reminder Open Votes…
How do I vote?
Last Updated: August 28, 2026Eligible board or committee members can review open votes and respond Yes, No, or Abstain before the deadline. Find votes that need your response Sign in to the correct BoardSite organization. On the dashboard, look under Priority Actions for a card labeled Vote Due, then select Vote Now. If the vote is not shown on…