Initiate a Vote

  • Updated on Jul 20, 2025
  • Published on May 9, 2025
  • 1 minute(s) read
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This article will show you how to initiate a Vote during a live meeting using Live Meeting Manager.

Important Note

A motion can exist without having vote results recorded, but a motion is required to save a vote.

Instructions

  1. Sign in to the system if you have not already

  2. Navigate to the Meetings module:
    The Meetings Module option on the left-hand navigation menu.

  3. Select the agenda associated with your meeting:
    An example agenda tile in the Meetings module.

  4. Click the Go to Minutes button:
    The white, rectangular Go to Minutes button below the User Menu and Edit Agenda Settings button.

  5. Navigate to the View menu and select the Minutes Summary option from the dropdown list:
    The View drop-down menu with the Minutes Summary option highlighted.

    Note:

    The default view is Minutes Settings.

  6. Click the name of the desired item:
    An example item on the Minutes Summary page.

  7. Click the Motion button next to an existing motion to set up a vote, or click the +Motion button to Add a New Motion for the agenda item:
    The orange, rectangular Add Motion button above the Discussion text box and a Motion row below the the Discussion text box.

  8. Scroll to the Voting section and click the Start Vote button to initiate the vote:
    The white, rectangular Start Vote button below the Voting header.

  9. Select a Vote Status for each voting member:
    The white, square Yes, No, and Abstain buttons below a voting member's name.

    • Voting Statuses

      • Yes: Wants to pass the vote

      • No: Does not want to pass the vote

      • Abstain: Does not want to vote

      Note:

      Meeting members can also indicate their votes in the Board Portal. Your Clerk View will update to display their vote status.

    • Additional Options:
      The additional voting options that appear after a vote has been initiated.

      • Cancel Vote: Cancel vote (with the option to restart)

      • Mark All As Yes: Mark all meeting members as indicating "Yes"

      • Reset Vote: Reset all members' votes to take a recount

  10. Once all votes have been tallied, click the Passed button or the Failed button in the Save as: field to save the voting results:
    The three Save As options to the right of the vote count boxes.

    Note:

    The vote count to the left of the Save As: field will automatically update as votes are marked

  11. If Auto-Save is on, results will save automatically. If not, select a Save option.
    The green, rectangular Save Changes button and the blue, rectangular Save and Next Item button below the Auto-Save toggle.

    • Save Changes: Save recent changes and continue editing the current item

    • Save and Next Item: Save recent changes to the current item and begin editing the next agenda item

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