Creating a Poll from the Polls Tab

 

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:

  1. Open the Polls application.
    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.
  2. On the Tab toolbar, click Create Poll.
    The Create New Poll screen displays in a new window.
  3. 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.
  4. Type a Poll Question.
  5. Type a Description or further explanation of the poll.
    For example, you might want to specify why the poll is being created.
  6. 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.
  7. 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.
  8. Select the Maximum number of answers team members can select.
  9. To receive a notification when users vote in the poll, select Notify me as users vote.
  10. 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.
  11. 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.
  12. Select Type Custom Notification Message to include a notification comment.
  13. 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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