Minutes


 

Initiate a Vote

Overview 

This article will show you how to initiate a Vote during a meeting.

Instructions

  1. Navigate to Agendas
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  2. Select the Agenda that is your meeting
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  3. Select Minutes
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  4. Navigate to Summary
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  5. Edit the Current Item
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  6. Click the Add Vote (checkmark icon) on the far right-hand side
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  7. Click Start Vote
    initiate_a_vote_start_vote.jpg
  8. If needed, manually hover over a meeting member and indicate their vote
    initiate_a_vote_vote.jpg
    • Note: Meeting members can also indicate their own vote. Your Clerk View will update with their vote status.
    • Voting Statuses
      • Yes: Wants to pass the vote
      • No: Does not want to pass the vote
      • Abstain: Does not want to vote
      • Mark All As Yes: Mark all meeting members as indicating Yes
        initiate_a_vote_mark_all_as_yes.jpg
  9. Once all votes have been tallied, select Save As Passed or Save As Failed
    initiate_a_vote_save_as_passed.jpg



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