Voting Boards

The Voting Board is a customer feedback management tool that takes interaction with customers to another level. It gives customers an opportunity to be heard at the same time helping you to gather that feedback in one place for easy management. 

With a voting board, you can create a public version of your backlog for your customers to help them get an idea of where you are headed, and also get insights from them.

In this article, we will show you how to create a voting board and start capturing your customer feedback.

Switching On a Voting Board

Each prioritization board that you create in your Ducalis organization can have its own voting board. To switch on the voting board for a particular prioritization board:

  1. On the dashboard, select the board you want.
  2. Inside the board, click on the bulb icon found on the top panel.
  1. Switch the toggle on.
  2. You can customize the voting board’s URL. If you had not customize the domain for all the voting boards of your organization, you can go ahead and customize it, just click on ‘Customize domain’.

Creating a Public Version Of Your Backlog

After switching on a voting board, you can start creating a public version of your backlog. This is what people who visit the voting board will see. 

You can create public versions of the issues that you already have in your internal backlog. To do this:

  1. Select the issue you want to make a public version of. 
  2. Click on ‘Create Public Idea‘ to start creating the public version of the issue.
  1. Fill in the details – the name and the description.
  2. Add some labels that may work to categorize the idea, or to make it easily identifiable. 
  3. After you are done filling in the details, click Publish. The idea will be made public. Anyone who visits and has access to the voting board will be able to see it.

Make sure the description is easy for your customers to understand, and it does not contain unnecessary internal company information.

You can also create new public ideas in the Public ideas page. These ideas will not be a part of your internal backlog until you add them. To create a new public idea:

  1. Click + New Idea.
  1. Fill in the details – the name and the description.
  2. Add some labels that may work to categorize the idea, or to make it easily identifiable. 
  3.  Click Publish when you are done. If you do not publish the idea, it will be saved under drafts.

Make sure the description is easy for your customers to understand, and it does not contain unnecessary internal company information.

  1. You can add the idea to your internal backlog:
    • As a new issue (+ New). You can add it as a new issue to the backlog in Ducalis or even to the task tracker (Jira, Asana, ClickUp, Trello or YouTrack) that you connected with Ducalis.
  • Or as a part of an already existing internal issue (🔗 Link).

The Public Ideas Page

The Public Ideas’ page is the “backend” of your voting board. You control some level of your voting board here. 

This page has a kanban view to help you to easily visualize the progression of the ideas on your voting board from ‘Draft’ to ‘Done’, and the general workflow of your public ideas.

If you have a lot of public ideas, you can use the filters (e.g., labels) to quickly find the idea(s) that you want

Another way you can quickly search for an idea is clicking on the search icon in the top right corner, or using the keyboard shortcut /.

Minimizing Columns

For a cleaner, less distracting view, you can collapse the columns that you are not working with

Creating an Idea

You can quickly create public ideas for your voting board that you want your customers to know about, and vote for. Check the section on ‘Creating a Public Version of Your Backlog’ in this article. 

On the card of an idea:

  1. You can see the number of votes the idea has.
  2. You can see some information about the people who voted on the idea.
  1. Click on ellipses in the top right corner to access some quick actions. 
  2. You can see some labels added for the idea, and also add more.
  1. You have the ability to vote on behalf of a user if you received feedback of their interest for a particular feature on a call or meeting. The user will be informed via email. 
  1. You can see the author of the idea and the company they are from.
  2. Control the progress status of the idea here.
  1. View and reply to comments added by people on the idea, or even add your own comment.

Unlinked New Ideas

All the new ideas added by people on your voting board are found under Without linking. You can the idea to your internal backlog either:

  • As a new issue (+ New). You can add it as a new issue to the backlog in Ducalis or even to the task tracker (Jira, Asana, ClickUp, Trello or YouTrack) that you connected with Ducalis.
  • Or as a part of an already existing internal issue (🔗 Link).

The Voting Board

This is the “frontend” of your voting board. Here, your customers can view the public version of your backlog and ideas left by other customers. 

From your prioritization board, to go to the voting board, click on Open (just hover your mouse on the right side of the bulb found on to the board).

You can right-click on the Open icon to access the option to copy the link address to your voting board. You can share this link with people. People may be required to sign up  to access the voting board, or  they might have access to it without signing in (Loginless Voting), depending on the setting you configure.

The ideas are also presented in a kanban view for better visualization of the general workflow and the progression of each idea on the voting board. 

Users can choose the language they want to view the voting board in, from the ones that are currently supported.

After opening the card of an idea, a person can:

  1. Upvote ⬆ – each individual can put up to ten votes on an idea, or Downvote ⬇.

The more votes an idea has, the higher up the list it will be. Ideas with a lot of votes are the ideas your customers want you to prioritize. 

  1. Edit the details of the idea if they are the author of the idea.
  2. Copy the link to the idea and share it.
  1. Individuals can also add comments on ideas. You will be instantly notified about these comments via email, or Slack if you integrated it with Ducalis.

Adding Ideas To the Voting Board

People can add ideas to the voting board (feature request or any other type of feedback) by:

  1. Clicking on + Add Idea from the top panel, or + New Idea under the ‘Under Review’.
  1. Fill in the details and click Publish Idea.

Filters and Quick Search

To quickly view particular ideas, users can use the filters at the bottom of the voting board. They can filter by:

  1. Their ideas – My Ideas.
  2. Ideas they voted for – My votes.
  3. Labels.

Another way you can quickly search for an idea is clicking on the search icon in the top right corner, or using the keyboard shortcut /.

Notifications

To help users on the voting board stay up to date, they receive various email notifications about activities taking place on the voting board like:

  • New ideas added to the voting board.
  • Comments added on ideas they create or voted for.
  • Changes in the progress status of ideas they created or voted for. 

To help avoid flooding their inboxes with a lot of email notifications, they have the ability to customize their email notifications. To access the notification settings:

  1. They should hover over to the top right corner of the voting board and click on their username.
  2. Then click ‘Notifications’ from the dropdown menu.
  1. Under the settings they can turn on, or off the notifications they want to receive, or don’t want to receive respectively.

Mobile Version Of the Voting Board

The voting has a well optimized mobile version, that allows your customers who access it to vote for ideas and add new ideas on their mobile devices.

You can check out our voting board, feel free to leave some feedback.

What’s Next?

After activating your Voting board, you can go on further and customize it so that it matches your brand, and also to make it easier for your customers to recognise it. 

Learn more on how to customize a Voting board.

Updated on September 7, 2022

Was this article helpful?

Related Articles

Leave a Comment