Vote 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 → Items Requiring Action.
- Open the vote you want to review.
- Check the description, deadline, response totals, and no-response list.
- Select Send Reminder.
- Follow the confirmation shown by BoardSite and verify the success message before leaving the page.
If Send Reminder is not available #
- A past-due vote displays Reopen Vote instead of Send Reminder.
- Your role may not include vote-management permission.
- The vote may not be available to your current committee or organization context.
Recipient check: Review the response and no-response information on the vote detail page before sending. If you need to confirm exactly who will receive a reminder in your organization’s configuration, test the workflow with a synthetic vote and test recipients first.
