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Vote Field

Create collaboration by allowing team members to cast a vote in records

Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

The Vote field in SmartSuite allows team members to express their preferences or opinions on a topic or record with a simple vote. This fosters a democratic approach to decision-making and encourages collaboration.

Plan Availability

All plan types

Permissions

Solution Managers: Can add, customize, and manage the Vote field.

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It's helpful in ranking features, elevating urgent and important items, or simply understanding how team members feel about a work topic. Members can view votes with a click to see who supports the vote, giving weight to subject matter experts and influencers.

Comments can be used in records with Vote fields, promoting discussion directly in the context of the work.

Note: Solution Managers won't be able to copy a Vote field's content when duplicating a field. We don't duplicate votes at SmartSuite.

We used the Vote field to narrow down our SmartSuite logo iterations:


Adding a Vote field

From Grid View

  1. Navigate to the Grid View of your table.

  2. Click the + Add Field button.

  3. Select the "Vote" field type.

  4. Customize as needed and save.

From Record View

  1. Open a record in Record View.

  2. Click the + sign option next to a current field to add a new field below.

  3. Choose "Vote" and customize as required.


Customizing the Field

Solution Managers can set the Vote field color and choose to allow whether other members can view who has voted for each record.

From the record view, users can select "View Votes" next to the vote values and view a detailed summary of the votes, the date they voted, as well as their company, title, and department.


Practical Scenarios and Use Cases

1. Building Culture in Remote Work

Scenario: A remote team wants to maintain engagement and foster a sense of community.

Solution: Use the Vote field for fun, culture-building activities like selecting a team mascot or voting on a theme for virtual events.

2. Prioritizing Features or Tasks

Scenario: A product team needs to prioritize features for the next sprint.

Solution: Add a Vote field to the feature request table, allowing team members to rank items by importance or urgency.

3. Creating Friendly Competitions

Scenario: A company organizes a design contest and wants employees to pick their favorite logo.

Solution: Use the Vote field to tally preferences and make the selection process engaging and transparent.

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