Master Polls in Teams with ClickUp

ClickUp gives you flexible ways to run polls alongside your Microsoft Teams conversations, even after Microsoft removed native polling from channels. By combining ClickUp Whiteboards, Docs, and Forms with your Teams workflow, you can gather feedback, prioritize work, and document decisions without losing context.

This guide walks you through practical options to recreate and improve Teams polls using ClickUp, based strictly on the capabilities described in the original tutorial.

Why Replace Native Teams Polls with ClickUp

When Microsoft retired the Forms-based polling app for Teams channels and moved it to a dedicated app, many teams lost a quick way to vote directly in threads. Using ClickUp brings that capability back with extra benefits.

With a ClickUp-based approach you can:

• Capture structured feedback from channels and meetings
• Turn poll results into actionable tasks
• Track decisions in a central workspace
• Share visual boards, documents, and forms with the whole team

Instead of relying on a single-purpose polling widget, you can integrate voting into documents, boards, or forms that already support your projects.

Option 1: Run Visual Polls on a ClickUp Whiteboard

Whiteboards in ClickUp let you build interactive, visual polls that your team can manipulate in real time. This is ideal for brainstorming, prioritization, and decision sessions held inside or alongside Teams meetings.

How to Build a Poll on a ClickUp Whiteboard

1. Create or open a Whiteboard.
   From your Workspace, create a new Whiteboard or open an existing one that you already use for planning.

2. Add your poll question.
   Insert a text box and write a clear question, such as “Which feature should we build next?” or “Where should we host our team offsite?”

3. List answer options.
   Create sticky notes, shapes, or cards for each answer choice. Keep labels short so the board stays readable.

4. Choose a voting method.
   Ask participants to vote by:

   • Dragging an avatar, icon, or dot onto their preferred option
   • Adding a checkmark or emoji near a choice
   • Writing their initials on the selected card

5. Share the Whiteboard.
   Generate a share link and post it in the relevant Teams channel or meeting chat so everyone can join the poll.

Best Uses for ClickUp Whiteboard Polls

ClickUp Whiteboard polls work especially well for:

• Prioritizing features, projects, or backlog items
• Choosing meeting topics or workshop themes
• Voting on design variations or mockups
• Dot-voting during retrospectives and planning sessions

When the poll ends, you still have a visual artifact you can refine, export, or convert into tasks.

Option 2: Create a Poll in a ClickUp Doc

A ClickUp Doc can host simple polls right inside your project documentation. This is useful when you want asynchronous input or long-form context to sit next to the question and results.

Steps to Build a Poll in a ClickUp Doc

1. Create or open a Doc.
   Navigate to a space or folder and open a Doc where the poll belongs, such as a meeting agenda or team handbook.

2. Write your poll question.
   Add a heading for the poll and type the prompt you want teammates to respond to.

3. List the response options.
   Use a bulleted or numbered list for the answers. Keep options mutually exclusive for clear results.

4. Define how to vote.
   Instruct teammates to react with emoji, add comments, or tag their names next to the chosen option, depending on your preference.

5. Share the Doc in Teams.
   Copy the Doc link and post it directly in your Teams channel so participants can open it in one click.

When to Use a ClickUp Doc for Polls

Using a ClickUp Doc works best when:

• You want written context before or after the question
• The poll is part of an agenda, decision log, or proposal
• Team members respond across time zones
• You need to capture detailed comments alongside votes

Unlike a transient channel poll, the Doc becomes a long-term reference for decisions.

Option 3: Build Structured Polls with ClickUp Forms

ClickUp Forms provide the closest replacement for structured surveys that used to run as native polls in Teams. They help you collect standardized responses that can instantly create or update tasks.

How to Create a Poll with ClickUp Forms

1. Open Forms in your Workspace.
   In the relevant space, create a new Form tied to the list where you want responses stored.

2. Add your poll questions.
   Use fields such as multiple choice, dropdown, or conditional questions to capture exactly the data you need.

3. Configure response handling.
   Decide how each submission should behave, such as creating a task, assigning it to an owner, or setting a priority for follow-up.

4. Style your Form.
   Customize the title, description, and branding so respondents immediately understand the purpose.

5. Share the Form link.
   Copy the public Form URL and paste it into the appropriate Microsoft Teams channel, chat, or meeting invite.

Best Scenarios for ClickUp Forms Polls

Polls created with ClickUp Forms are ideal when you need:

• Clear, structured data instead of informal reactions
• Automatic task creation from responses
• Surveys that go beyond quick yes/no questions
• Recurring feedback, such as sprint reviews or event retrospectives

Because responses connect directly to lists and tasks, Forms turn poll data into actionable work items.

How to Share Your ClickUp Polls in Microsoft Teams

No matter which method you choose, you can keep Teams as the central communication hub by sharing links to your ClickUp assets.

Ways to Connect ClickUp Polls to Teams

• Post links in channels: Drop Whiteboard, Doc, or Form links into ongoing threads.
• Share in meetings: Paste the link in meeting chat so attendees can vote live.
• Pin important polls: Use channel pins or meeting notes so people can revisit key polls later.

This approach keeps participation simple while ensuring that every poll is tracked, searchable, and connected to your workspace.

Tips for Better Polls Using ClickUp

To get the most out of your polls, combine Teams communication with ClickUp features that support decision-making.

• Keep questions short and focused on one decision
• Limit answer choices to reduce confusion
• Set clear deadlines for voting in your Teams message
• Summarize results in a follow-up task or comment
• Link winning options to tasks or projects for execution

By closing the loop inside the same platform, teams see how their votes translate into outcomes.

Learn More About the Original Teams Poll Options

The approach in this guide follows the principles from the original tutorial on creating polls in Microsoft Teams, including the impact of the Forms app changes. To review that reference, visit the original article at this Microsoft Teams poll guide.

Next Steps: Improve Your Workspace Beyond ClickUp Polls

Once your polling workflow is stable, you can continue optimizing your workspace, automation, and reporting. For advanced assistance on configuration, integrations, and process design, explore consulting options at Consultevo, which focuses on modern productivity ecosystems.

By blending Microsoft Teams with flexible tools like Whiteboards, Docs, and Forms, ClickUp becomes a powerful replacement for the retired native polling features. You keep the simplicity of quick votes while gaining the structure and traceability needed for serious project work.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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