Enhancing Zoom Meetings with Polling and Whiteboard Features

 
Using the Polling
&
Whiteboard Features
 
ZOOM
 
Julie Horwath
Touro University California
Electronic Resources Librarian
julie.horwath@tu.edu
 
POLLING
 
How to create, launch, and share polls.
 
IMPORTANT!
 
You can create up to
25 polls for a single
meeting
 
Each poll can have a
single question or a
series of questions.
 
You can make the poll
responses anonymous
or not.
 
You can allow a single
answer or multiple
answers to each
question
 
Turning
the Polling
Feature
On
 
 
 
 
 
Go to Zoom web portal (
zoom.us
)
and login
 
Go to 
SETTINGS
 
Scroll down to 
POLLING
 and toggle
it on.
 
 
 
 
Zoom polling help:
https://support.zoom.us/hc/en-
us/articles/213756303-Polling-
for-meetings
 
Adding
Polls to
Your
Meetings
 
IMPORTANT!
YOU MUST 
FIRST
 SCHEDULE THE MEETING IN
WHICH YOU WANT TO USE THE POLLING
FEATURE.
Go to MEETINGS page and select the meeting in which
you want to add the poll.
Scroll to the bottom of the page where you see the
following box and click
 
Add.
:
 
 
OR
In the meeting in which you want to add the poll, click
the 
Polling
 icon.
 
Zoom polling help:
https://support.zoom.us/hc/en-
us/articles/213756303-Polling-
for-meetings
 
Creating
a Poll
 
 
Name your poll.
 
Do you want it to be anonymous?
If so, check the box.
 
Type your question in the big box
 
How many choices for an answer?
Single choice: respondent can
only select one response.
Multiple choice: respondent can
select as many answers as they
wish.
 
Enter the answers you want to provide
– up to 10
 
Add more questions if you choose.
 
Click 
SAVE
 to save the poll.
 
Repeat these steps to add another
poll
.
 
Zoom polling help:
https://support.zoom.
us/hc/en-
us/articles/213756303-
Polling-for-meetings
 
Reviewing
Your Polls
 
 
 
Now, when you go to the page of a scheduled
meeting, you should see your polls at the very bottom
of the page.
 
 
 
 
 
Make sure your polls are
ready to go!
 
From this page you can
also:
 
Edit
 the polls you
created and their
questions
 
Delete
 a poll
 
Add
 another poll
 
Zoom polling help:
https://support.zoom.us/hc/en-
us/articles/213756303-Polling-
for-meetings
 
Editing a
Poll
 
 
If you click 
EDIT
, the box you
used to create the poll will
pop up.
 
Simply make the edits the
same way you created the
poll:
 
Re-type text you want to change
Delete questions
Add questions
Make anonymous or not
Change number of answer
choices
 multiple or single
 
Remember to click 
SAVE
when you are done.
 
Zoom polling help:
https://support.zoom.us/hc/en-
us/articles/213756303-Polling-
for-meetings
 
Launching
a Poll
 
 
To launch a poll, click
the 
POLLING
 icon in
the Zoom control bar.
 
A box will pop up,
where you select the
poll you want to
launch (if you have
more than one).
 
When you have
selected the correct
poll, click 
LAUNCH
POLL.
 
 
Zoom polling help:
https://support.zoom.us/hc/en-
us/articles/213756303-Polling-
for-meetings
 
Your Views of Launched Polls
 
 
The Whiteboard
 
How to use, annotate and save the whiteboard.
 
Turning the
Whiteboard
&
Annotation
Features
On
 
 
Go to Zoom web portal (
zoom.us
) and login
 
Go to 
SETTINGS
 
Scroll down to 
Annotation & Whiteboard
and toggle them both on.
 
Zoom whiteboard help:
https://support.zoom.us/hc/en-
us/articles/205677665-Sharing-a-
whiteboard
 
Sharing the
Whiteboard
 
 
To use the
whiteboard, you
must share your
screen and select
the Whiteboard.
 
1
 
2
 
Zoom whiteboard help:
https://support.zoom.us/hc/en-
us/articles/205677665-Sharing-a-
whiteboard
 
Annotation
Tool Bar
 
The 
ANNOTATE
 button will appear in the meeting
controls when a participant begins sharing their
screen
 
 
 
The annotation toolbar will pop up when a
participant begins sharing the whiteboard
 
Participants can get the annotation
toolbar by going to the 
VIEW
OPTIONS
 
dropdown menu at the
top of their screen and selecting
ANNOTATE
.
 
 
Zoom annotation help:
https://support.zoom.us/hc/en-
us/articles/115005706806-Using-
annotation-tools-on-a-shared-
screen-or-whiteboard
 
Annotation
 
Only the person sharing will see the 
SELECT
 
tool and can
move anyone’s annotations around the screen.
The 
SPOTLIGHT
 tool is only available to the person who
started the share. The arrow is available to all participants.
The person who started the share can use the 
ERASER
 to
remove anyone’s annotations; everyone else can only erase
their own annotations.
The screen sharer can 
CLEAR
 the entire whiteboard or just
their own or other’s drawings.
If enabled, participants can save the shared
screen/whiteboard to their devices, as a .png or PDF.
 
 
 
 
 
 
 
 
Zoom annotation help:
https://support.zoom.us/hc/en-
us/articles/115005706806-Using-
annotation-tools-on-a-shared-
screen-or-whiteboard
 
Annotation
Settings
 
Zoom annotation help page:
https://support.zoom.us/hc/en-
us/articles/115005706806-Using-
annotation-tools-on-a-shared-
screen-or-whiteboard
 
The person who started
the share can turn
participants’
annotation on and off
by going to the 
MORE
button in the tool bar.
 
By clicking the 
MORE
button the person who
started the share can
hide or share the
names of annotators
 
QUESTIONS?
 
ZOOM HELP CENTER: 
https://support.zoom.us/hc/en-us
 
julie.horwath@tu.edu
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Unlock the power of Zoom by learning how to effectively utilize the Polling and Whiteboard features. Discover how to create, launch, and manage polls, customize settings, and review polls for seamless virtual meetings. Take your collaboration and engagement to the next level with these essential tools.

  • Zoom
  • Polling
  • Whiteboard
  • Meeting
  • Collaboration

Uploaded on Oct 06, 2024 | 0 Views


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  1. ZOOM Using the Polling & Whiteboard Features Julie Horwath Touro University California Electronic Resources Librarian julie.horwath@tu.edu

  2. POLLING How to create, launch, and share polls.

  3. You can create up to 25 polls for a single meeting Each poll can have a single question or a series of questions. IMPORTANT! You can make the poll responses anonymous or not. You can allow a single answer or multiple answers to each question

  4. Turning the Polling Feature On Go to Zoom web portal (zoom.us) and login Go to SETTINGS Scroll down to POLLING and toggle it on. Zoom polling help: https://support.zoom.us/hc/en- us/articles/213756303-Polling- for-meetings

  5. IMPORTANT! Adding Polls to Your Meetings YOU MUST FIRST SCHEDULE THE MEETING IN WHICH YOU WANT TO USE THE POLLING FEATURE. Go to MEETINGS page and select the meeting in which you want to add the poll. Scroll to the bottom of the page where you see the following box and click Add. : OR In the meeting in which you want to add the poll, click the Polling icon. Zoom polling help: https://support.zoom.us/hc/en- us/articles/213756303-Polling- for-meetings

  6. Name your poll. Do you want it to be anonymous? If so, check the box. Creating a Poll Type your question in the big box How many choices for an answer? Single choice: respondent can only select one response. Multiple choice: respondent can select as many answers as they wish. Zoom polling help: https://support.zoom. us/hc/en- us/articles/213756303- Polling-for-meetings Enter the answers you want to provide up to 10 Add more questions if you choose. Click SAVE to save the poll. Repeat these steps to add another poll.

  7. Make sure your polls are ready to go! Reviewing Your Polls Now, when you go to the page of a scheduled meeting, you should see your polls at the very bottom of the page. From this page you can also: Edit the polls you created and their questions Delete a poll Add another poll Zoom polling help: https://support.zoom.us/hc/en- us/articles/213756303-Polling- for-meetings

  8. If you click EDIT, the box you used to create the poll will pop up. Editing a Poll Simply make the edits the same way you created the poll: Re-type text you want to change Delete questions Add questions Make anonymous or not Change number of answer choices multiple or single Zoom polling help: https://support.zoom.us/hc/en- us/articles/213756303-Polling- for-meetings Remember to click SAVE when you are done.

  9. Launching a Poll To launch a poll, click the POLLING icon in the Zoom control bar. A box will pop up, where you select the poll you want to launch (if you have more than one). Zoom polling help: https://support.zoom.us/hc/en- us/articles/213756303-Polling- for-meetings When you have selected the correct poll, click LAUNCH POLL.

  10. Your Views of Launched Polls

  11. The Whiteboard How to use, annotate and save the whiteboard.

  12. Turning the Whiteboard & Annotation Features On Go to Zoom web portal (zoom.us) and login Go to SETTINGS Scroll down to Annotation & Whiteboard and toggle them both on. Zoom whiteboard help: https://support.zoom.us/hc/en- us/articles/205677665-Sharing-a- whiteboard

  13. Sharing the Whiteboard 1 To use the whiteboard, you must share your screen and select the Whiteboard. 2 Zoom whiteboard help: https://support.zoom.us/hc/en- us/articles/205677665-Sharing-a- whiteboard

  14. The annotation toolbar will pop up when a participant begins sharing the whiteboard Annotation Tool Bar The ANNOTATE button will appear in the meeting controls when a participant begins sharing their screen Participants can get the annotation toolbar by going to the VIEW OPTIONS dropdown menu at the top of their screen and selecting ANNOTATE. Zoom annotation help: https://support.zoom.us/hc/en- us/articles/115005706806-Using- annotation-tools-on-a-shared- screen-or-whiteboard

  15. Annotation Only the person sharing will see the SELECT tool and can move anyone s annotations around the screen. The SPOTLIGHT tool is only available to the person who started the share. The arrow is available to all participants. The person who started the share can use the ERASER to remove anyone s annotations; everyone else can only erase their own annotations. The screen sharer can CLEAR the entire whiteboard or just their own or other s drawings. If enabled, participants can save the shared screen/whiteboard to their devices, as a .png or PDF. Zoom annotation help: https://support.zoom.us/hc/en- us/articles/115005706806-Using- annotation-tools-on-a-shared- screen-or-whiteboard

  16. The person who started the share can turn participants annotation on and off by going to the MORE button in the tool bar. Annotation Settings By clicking the MORE button the person who started the share can hide or share the names of annotators Zoom annotation help page: https://support.zoom.us/hc/en- us/articles/115005706806-Using- annotation-tools-on-a-shared- screen-or-whiteboard

  17. QUESTIONS? ZOOM HELP CENTER: https://support.zoom.us/hc/en-us julie.horwath@tu.edu

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