How to Create a Poll, Survey or Vote

How to Create a Poll, Survey or Vote

Step-by-step guide to creating and sending polls in BoardSpace

Poll icon in left-hand menu
From the left-hand side menu, click the Poll icon to get started.
1
Click "New Poll" and add a title and description
New poll title and description fields
Enter a clear title and optional description for your poll
2
Add a closing date
Closing date picker
Set the date when the poll will close
3
Determine the level of privacy
Privacy settings
Choose who can see the poll results
Adding Questions to Your Poll

Adding Questions to Your Poll

How to create poll, survey or vote

4
Add questions to your poll

One or more questions can be added to a poll. Start by clicking Add Question.

Add question screen
Click Add Question to begin
Question editor
Fill in your question and answer options

When finished adding questions, click Done. To add more, click Add Question again.

Multiple questions view
Additional questions can be added at any time
Inviting Respondents & Sending Your Poll

Inviting Respondents & Sending Your Poll

How to create poll, survey or vote

5
Invite respondents
Invite respondents screen
Select who will receive the poll
Respondent list
All selected respondents are listed here
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Draft & reminders — A poll can be saved as a draft and edited further before sending. Once finalized, click Send Poll.

Before a poll closes, reminders can be sent to invitees who have not yet voted — click the email icon to send a reminder.