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Use Dot Voting (New Board Experience)

Use Dot Voting (New Board Experience)

Written by Klaxoon.
Updated

TL;DR

Klaxoon Dot Voting allows teams to prioritize ideas quickly on a Board. Simply access the Interact and manage time menu to set token limits and launch the vote. Participants click sticky notes to assign tokens, and facilitators can export the final decisions to Excel for a transparent record.

Important information   

This article describes the features of the New Board experience. If you are using the Classic Board interface, respective features are described here.

Please note that the Classic Board experience will soon be discontinued and replaced by the New Board experience. For more information, please click here. Learn how to return to the Classic Board experience in the meantime and find answers to common questions about key updates here.

Overview

Dot voting is a quick way to let your team vote on ideas or proposals. Each person gets a set number of tokens and adds them to the ideas they prefer, so you can reach a shared, transparent decision.

Access Dot Voting

  1. Open your Board.
  2. Click the Interact and manage time 1 in the upper right-corner of your Board.
Access Dot Voting.png
  1. Select Dot Voting 2 under Engage and interact.

Set Up the Session

  1. Set the number of tokens each participant can use 1.

    Set Up the Session 1.png
  2. In the Dot Voting 2 settings, enter a title for your session.

  3. Choose whether participants can see each other’s votes 3.

    Set Up the Session 2.png
  4. Decide if you want to share your view automatically with participants when voting starts 4.
  5. (Optional) Set a timer to limit the voting session 5.

Run and Manage the Vote

  1. When you’re ready, click Go to launch the vote.

    Run and Manage the Vote.png
  2. Participants vote by:
    • Clicking an idea on the Board.
    • Clicking + to add tokens or – to remove them.

  3. A Dot voting in progress indicator appears on the Board and shows each participant how many tokens they have left.

    Participants vote by.gif

As the facilitator, you can:

As the facilitator.gif
  • Zoom in on votes to focus on specific areas of the Board.
  • Delete all votes with one click.
  • Open Settings or show Results for the current vote.
  • End dot voting at any time.

View Results

Select Dot Voting, then open the Results tab to see the outcome of current and past sessions.

View results.gif

Export Results

  1. In the Results tab, select the session you want 1.

    Export results 1.png

  2. Click the three-dot 2 menu button in the selected session.

    Export results 2.png
  3. Click Export 3 to download a detailed voting report in Excel or CSV.

Note: The Excel or CSV export includes all ideas that received at least one vote. This helps you keep a record of the decisions you made while keeping individual votes anonymous.

What’s Next?