Set up a custom property for voting
Go to your workspace settings and create a custom property
Use a Select property if users should vote for one option, or a Multi-select property if they can choose multiple options
Add your poll choices (for example: “Red,” “Blue,” “Green”)
Create or choose a polling dartboard
You can choose an existing Dartboard to collect your poll responses
Or make a new Dartboard where poll responses (tasks) will be collected
Name it something like “Team Polls” or “Voting Board”, in this example COLOR
Create a poll form
Go to Forms in your settings
Create a new form that sends tasks to your polling dartboard
Include the custom property that you just made so users are required to make a selection
Optionally, set a default title for the task to clarify what users are voting on (e.g., “Choose your favorite color”)
Choose Internal if the poll is only for your organization or public for anyone to take the poll
Share the poll
If the poll is for internal use, share the form with Internal access. If public, share the link of the form
Users can find the poll by clicking the arrow next to the New task button and selecting the form you created
Visualize poll results
Create a new dashboard
Choose your polling Dartboard
Add a Bar chart widget
Hover over the chart, click the “…” in the top right corner, and choose your custom property as the x-axis
The chart will show a visual count of each option selected
Additional tip
In the form editing screen, using a default title helps clarify the poll topic when someone submits a vote