Creating a Poll from the Polls Tab
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Polls are surveys sent to team members in the form of a question
and a number of possible responses.
Users with adequate permissions can use the Polls
application to create a poll which solicits input or information from
team members.
TO CREATE A POLL from the polls tab:
- .
A list of polls for all your workspaces displays.
Note: The initial view you see is defined by your PPM
administrator. You may be able to customize the view if you have adequate
permissions. For more information, see Customizing
Application Views.
- On the Tab toolbar, click
Create Poll.
The Create New Poll screen displays in a new window.
- From the Workspace
list, select the workspace in which you want to create the poll.
The default workspace is the workspace you selected the last time you created
a poll.
- Type a Poll Question.
- Type a Description or further
explanation of the poll.
For example, you might want to specify why the poll is being created.
- To specify the period of
time during which team members can vote in the poll, type dates in the Start
Date and Close Date boxes or click the Calendar
icon and select dates from the calendar.
- Type possible answers to
the poll question in the Option <n> boxes.
You must include at least two answers. To include more than four possible
answers, click Add More to add additional
Option boxes.
- Select the Maximum number of answers team members
can select.
- To receive a notification
when users vote in the poll, select Notify
me as users vote.
- To receive a notification
when the poll closes, select Notify me
when Poll is complete.
If you select this option you are notified when either
all team members have responded, or the poll close date is reached.
- In the Notifications
& Permissions section, specify members who can view the poll,
vote, view results, view ballots (how members voted) and who will be notified
of the poll.

For more information, see About Notifications and Permissions.
- Select Type Custom Notification Message to include a notification comment.
- Click Save
& Close to create the poll and close the window. Click Save & Add Another to create the
poll and begin another poll. Click Cancel
to cancel the poll.
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