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  1. Help Center
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  3. /Board Decisions
  4. /Create Your First Board Decision

Create Your First Board Decision

Learn how to create a new board decision in URBI Kore with title, description, category, and supporting documents.

Last updated September 15, 2026

Building
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    • Filtering and Searching Units
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    • Attach Supporting Documents to a Decision
    • Create Your First Board Decision
    • Vote on a Pending Decision
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    • Create Notes Faster: Drag-and-Drop, Keyboard Shortcuts, and Batch Add
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On this page

  • Overview
  • Who Can Create Decisions
  • Step by Step
  • Step 1: Navigate to Board Decisions
  • Step 2: Click Create Decision
  • Step 3: Fill in the Details
  • Step 4: Attach Documents (Optional)
  • Step 5: Submit
  • After Creation
  • Decision Lifecycle
  • Tips

Overview

Board decisions in URBI Kore allow property managers and board administrators to create formal motions that board members can review, discuss, and vote on.

Who Can Create Decisions

Only users with the Board Admin or Property Manager role can create new board decisions. If you do not see the "Create Decision" button, contact your property administrator to verify your permissions.

Step by Step

Step 1: Navigate to Board Decisions

From the left sidebar, click Building, then Decisions, to open the decisions dashboard.

Step 2: Click Create Decision

Click the Create Decision button in the top right corner. This opens the Create Decision modal.

Step 3: Fill in the Details

Required fields:

  • Title: A clear name for the motion (e.g., "Approve 2026 Reserve Fund Budget")

  • Description: Detailed explanation of what is being decided with relevant context

  • Category: Select from Financial, Operational, Policy, Maintenance, or Other

Optional fields:

  • Project: Link the decision to an existing project

  • Supporting Documents: Upload files (PDF, DOCX, XLSX, images) for board review

Step 4: Attach Documents (Optional)

Drag and drop files or click the upload area. Supported formats: PDF, DOCX, XLSX, and images. Max 10 MB per file.

Step 5: Submit

Click Create Decision. The decision appears with Open status and all board members are notified automatically.

After Creation

All verified board members receive a notification with the decision title, category, and a direct link to vote. The system tracks votes and calculates majority automatically: abstainers are removed first, then it takes more than half of the rest.

Decision Lifecycle

  • Open: Active and accepting votes

  • Deferred: Paused for further discussion

  • Closed: Voting complete with final result recorded

Tips

  • Write clear titles describing exactly what is being voted on

  • Include all relevant background in the description

  • Upload supporting documents like quotes, reports, or proposals

  • Choose the right category for filtering and reporting

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