Setting up your Votes in Zeck allows your board to review (and pre-vote) on all approvals ahead of your live meeting - saving you massive amounts of time.
Included in this article:
2. Setting Up Your Votes
You can add in a Vote block for each vote that you would like to record in Zeck.The information from your Vote blocks will be pulled into your Meeting Minutes when you use the Auto-generate Minutes option in your Minutes Book. You also have the option to add specific resolution templates to your votes and manage Pre-Vote functionality.
To add a Vote block:
- Click into the space where you would like to add a vote
- Click the Add (+) button
- The Element Menu will open, click Vote
- A Vote block will be inserted
- Add a title and description by typing into the open fields
Choosing a Resolution Template:
- Click the dropdown to select the vote type
- Choose which resolution template you would like to associate with this vote
- If you choose other, our standard approval language will be generated in your minutes
Enabling/Disabling Pre-Vote:
Pre-vote is enabled by default. If you'd like to disable the Pre-Vote functionality for a specific Vote block:
- Click the Three Dots in the upper right corner of the Vote block
- Click Disable Pre-Vote
🤓 Pro Tips:
- It can be helpful to link to relevant content for each vote, one way to do this would be to link to a section in a line of text below the Vote block or to insert an attachment below the Vote block.
- You'll want to make sure that your Board Directors have been enabled on the People page so they can Pre-vote.
- Here's a quick review of how to Record Votes.
👋 Need more help? Reach the Zeck Customer Success Team directly at success@zeck.app.