Create a Governance Item
Association Admins, Secretaries, and Super Admins can use Create vote in the Voting Hub. The editor calls the record a governance item and guides you from its purpose to its ballot and publishing settings.Set up the item
Choose the type, then enter a clear title and description. The type determines whether members see ballot options or Leadership Election candidates. You may connect the item to an association meeting and an agenda item, so participants can see its meeting context. See meeting details for that related record.Set the start and end times and timezone under Schedule & publishing. Choose Publish immediately to place the item in the governance queue, scheduled or active according to its start time. Leave it off to create a draft for later review and publication. Save draft also lets you preserve work in the editor.
Under Audience & eligibility, choose who should participate. Then define the Ballot structure, including options or candidates, and review the settings under Trust, privacy, and results. The latter includes vote editing, quorum, and result visibility. Read voting eligibility and results visibility before publishing. Use Final review to check the whole item, then select Create & publish or Create draft.