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Vote Field

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

Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

The Vote field strikes discussion among team members, where every member gets one vote on a topic (a record). This prioritizes a democratic "voice of the team" method when making decisions.

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

Click the + menu icon after the last column header or open the Column Menu by clicking on a column header's dropdown icon and then select "Add Field to the Right."

Select "Vote," and a window will open to configure the field. You can search the name for a quick find.

From Record View

The fastest way to add a field from an open Record View to is simply click the + sign next to a current field to add a new field below.

See a Vote field being added in Edit Record View below:

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.

Example of Use

Build Culture in Remote Work Settings

Get creative! Remote work brings safety, flexibility, and plenty of efficiencies, but the power of strong work culture can erode over time.

Voting offers small, yet impactful ways to engage team members while focusing on culture in a virtual environment.

Some teams take it to an extreme, analyzing voting patterns throughout the year to create friendly campaigns for votes when the big prizes are on the line.

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