Workflow settings

The Workflow group of the Organization page sets the words and switches your organization's tracked bills use: what your positions are called, whether you use priority, the stages of your own process, your tags, how reports are signed, and who new notes are visible to.

Members with Manage workflow settings change them: Owners and Admins, by default. Everyone else on the page sees them read-only, with the reason at the top of each section. Every change is in the audit log, which names what changed and who changed it, never a label, a tag or a field's value.

Changes that touch tracked bills say how many first: merging or deleting a tag, deleting a stage that's in use, and turning positions or priority off.

Bill position categories#

A tracked bill's position is one of six fixed meanings: Support, Support if amended, Neutral, Oppose unless amended, Oppose and No position. The meanings keep reports, widgets, scorecards and the API consistent, so they can't be added or removed, but each Label can be renamed to your organization's words; select Save labels. Clearing a label puts the default name back. In use counts the tracked bills holding each position.

Clear Use positions if your organization doesn't take positions. The confirmation says how many tracked bills have one. With positions off, the Position field, its filter, column and dashboard chart, setting it in bulk, public positions and conflict flags are hidden, and the API and webhooks leave the position out. Stored positions are kept, with their history, and come back when positions are turned on again.

Priority#

Use priority (High, Medium, Low) turns the Priority field on or off. Off hides the field, its filter and its column; the values are kept and come back if it's turned on again. The confirmation says how many tracked bills have a priority.

Bill tracking lifecycle#

Your organization's own stages, in order, separate from a bill's legislative stage. A new tracked bill starts in the first open stage. Mark a stage Closed to take its bills off My work; at least one stage always stays open.

• Rename a stage by typing over its name.
• Reorder with the arrows.
• Add a stage under New stage. It goes after the last open stage.
• Delete a stage. If tracked bills are in it, choose the stage they move to; the confirmation says how many, and each move is kept in the bill's history.

An organization without the Implementation stage — an open stage for an enacted bill you follow until it takes effect and its regulations are written — is offered it once.

Tags#

Tags label tracked bills by issue area, campaign or coalition. The heading shows how many your organization has, of the 200 it can have. Each tag has one of five colors: Blue, Orange, Green, Purple or Gray.

• Rename a tag by typing over its name, or change its Color.
• Merge into… another tag: every bill carrying it carries the other instead, once, and the merged tag is deleted.
• Delete a tag: it comes off every bill that carries it.

Merging and deleting say how many tracked bills carry the tag before anything changes.

Custom fields#

Your own fields on every tracked bill, such as fiscal impact or testimony due: text, number, money, date, yes/no or a choice from a list, each with its own Show to clients switch. Add, rename, reorder and delete them here; a field's type is fixed once a tracked bill holds a value for it. See Custom fields.

Reports#

Show "Prepared with CapitolMath" on reports is on unless you turn it off, which the Scale plan includes. Reports carry your organization's logo from Profile, and a client's when there is one.

Outside recipients waiting for approval lists each address outside the organization that someone added to a report without Manage workflow settings, with who asked and for which report. Members with Manage workflow settings Approve or Decline each; until it's approved, an address gets nothing. The organization's scheduled reports are listed here as well. See Reports.

Automation#

On the Pro and Scale plans, rules can move your work when the public record does: set a tracked bill's status when its bill is signed, vetoed or dies, and cancel or complete its open tasks when its status changes. Each rule is off until turned on, and every change one makes is marked as the rule's and can be undone for 7 days. See Automation rules.

A stage an automation rule uses can't be deleted until the rule is changed or removed.

Defaults#

• New notes on officials, committees, hearings and clients are visible to The whole team, one of your groups, or Only me (whoever writes the note). If the group chosen is deleted, new notes go back to the whole team. Notes on tracked bills follow the bill's sharing instead.
• Weekly digest for members, on by default: each member's Monday summary of last week and the week ahead on the bills they own or watch, at the top of My work and by email. Off, no one in the organization gets it, and My profile says an Owner or Admin turned it off. Members can still turn their own off. See My work and the Inbox.
• Write the Weekly digest with AI, on by default: an AI model writes each digest as a few short paragraphs from the facts of that member's week, checked against them in code. Off, from the moment it's saved, members get the facts alone and nothing more of your organization's goes to the model; a digest still being written goes out as its facts, and so does one already written but not yet sent. Only an Owner or Admin can change this, whatever else they've been granted, and the change is in the audit log.