Tracking
Your organization's own work on the bills it follows: tracked items, positions, statuses, owners and watchers.
Tracked items
- Getting started with trackingConceptWhat tracking is, the Tracking menu, and a bill's life from the Inbox to a report: track it, work it, keep up with it, report on it.
- My work and the InboxHow toYour own queue: decide on new bills in your Inbox (track, assign or dismiss), see what changed on the bills you own or watch, and what's waiting on others.
- Tracked itemsConceptYour organization's working list of tracked bills: filter, sort and save views, switch to cards, a table or the dashboard, and update several at once.
- Unread changesConceptOn the items you own or watch, see what changed since you last opened each one: the bell, What changed, Unread activity filters, and marking items read or unread.
- BriefsHow toRead a bill brief or hearing packet as the records stand for you now: marks, sources, editing and verifying, talking points, refreshing, downloading as Word, PDF or text, and sharing with client members.
- Notes and mentionsHow toWrite notes on a tracked bill, mention a colleague with @, attach files, mark a note for reports, edit or delete notes, and search them.
- Officials, committees and hearingsHow toOur work on an official, committee or hearing: the tracked bills it touches, tasks, and notes kept to the team, a group or only you, each linking the bills discussed.
- Logging a meetingHow toWrite down a meeting with an official or committee from your phone: who, when, the bills discussed and what was said, kept safe on the phone until there's a signal.
- Triage sourcesHow toSend the bills that newly match a saved view to someone's Inbox, or send selected bills from Legislation, so each is tracked, assigned or dismissed.
- TasksHow toGive a colleague a dated to-do on a tracked bill, or one that moves with a hearing; follow everyone's on the Tasks page and its dashboard.
- ReportsHow toTurn a saved view into a client update, board briefing or session wrap-up: choose its sections and columns, see What changed since it was last sent, and send it as a link that expires.
- Scheduled reportsHow toEmail a report weekly, every two weeks or monthly, with What changed in the email and the report as a link, PDF or Word file; who receives it, checked each time, and unsubscribing.
- ClientsHow toTrack bills for the clients you work for: each client's record, its account team and client members, walling a client off, and archiving or deleting one.
- Automation rulesHow toLet the public record move your work: set a tracked bill's status when its bill is signed, vetoed or dies or a custom field changes, and cancel or complete its open tasks, each change undoable for 7 days.
- Custom fieldsHow toYour own fields on every tracked bill (text, number, money, date, yes/no or a choice from a list), kept in its history and shown to clients only when you say so.
- The tracked item panelHow toOpen a tracked item to set its position, priority, status, owner, watchers and tags, write notes, answer its outcome prompt, and read its activity beside the public record.