Who can create?
System Owners, Admins, and Board Admins can create Inter-Meeting Decisions.
Create a New Inter-Meeting Decision
Go to Decisions from the left-hand menu.
You’ll land on the Inter-Meeting Decisions tab.
(Use the Decisions tab for decisions recorded during meetings.)
Click + New in the top-right corner.
Complete the form:
Name (required): Enter a clear title.
Motion (optional): Describe what the board is being asked to decide (max 500 characters).
Documents (optional): Attach supporting files.
Voters: Select All Board Members or choose individuals.
Proposer & Seconder (optional): Select members if required.
Voting period: Set start and close dates/times.
Reminders: Choose to send reminders (1–5 days before close, or never).
Click Save on the top right of the screen to publish.
Decision Statuses
Not Open: Created, not yet open for voting.
Open: Voting is in progress.
Closed: Voting has ended, outcome pending.
Closing a Vote
Votes close automatically at the set close date/time.
Admins can also close early:
From the decision page: click the pencil icon beside the countdown, tick Close now, and save.
Or from the list view: click the three dots next to the decision and select Close the vote.
Setting the Outcome
Ensure the decision is Closed.
Choose one of two methods:
On the decision page, click Set outcome.
Or from the list view, use the three dots > Set outcome.
In the pop-up window, select Approved or Not Approved.
Click Confirm.
Deleting a Decision
From the list view, click the three dots > Delete.
Reopening a Decision
From the list view, click the three dots > Reopen.
Set a new Start/ Close date/time for voting.
Then click Reopen
Tips for Admins
You can edit all decision details while the status = Not Open.
Once Open, only the closing date/time can be changed.
Always attach supporting documents for transparency.
Use reminders to ensure timely responses.