👍Voting
Last updated
Last updated
Voting helps your team prioritize items or make decisions as a group. Voting is available on all plans.
Votes are primarily made on sticky notes or topics, but you can also vote on or task cards or index cards.
In order to set up a team vote, you need to be in Meeting Mode, and start a Voting Round.
A Voting Round can be started by anyone, though we recommend the Meeting Host starts it.
Step 1. Make sure the board is in Meeting Mode:
Step 2. Click the vote tool in the left toolbar (+1):
Step 3. Click the "Start Voting Round" button that appears in the bottom-left:
Step 4. Set your voting round parameters:
Number of votes per person
Allow duplicate votes by the same person on a single item
Step 5. Then ask your participants to equip the Voting Tool from the left toolbar, and click to vote on the stickies or topics they want to vote on. For the best results, we recommend the team decide to vote on either stickies OR topics, not a mix.
Step 6. Once all votes have been placed, use the voting results button in the bottom left to view the vote rankings:
To remove one of your votes: with the voting tool equipped, right-click on your vote in the bottom-right of a sticky note.
You cannot remove other people's votes.
You can create unlimited additional voting rounds with different parameters. Starting a new voting round locks the results of all previous rounds:
You can switch between voting rounds to review the results, or delete a voting round.
Use the Vote Results button in the bottom left to view the vote rankings. You can toggle between viewing vote rankings for just stickies, or for just topics. If you choose topics, it will combine all the votes on stickies inside the topic as well as votes on the topic itself.
You can view all the votes an individual has made by clicking on their picture in the top-right list and clicking "Spotlight", then clicking their name to switch from spotlighting objects to votes. Use the left and right arrows to switch between people:
To see who voted on a particular sticky note, click on the vote count in the bottom-right of the sticky:
If you want to set up anonymous voting, turn on "Hide Identities" from the Meeting Host controls at the top of the board. This ensures that no votes can be tied back to individuals.
