My work and the Inbox

My work is your own queue, the first page under the Tracking menu. It opens with your Inbox of new bills to decide on, then My bills, the bills you own or watch with what changed on each, then what you're waiting on from others, your tasks, the notes that mention you, and upcoming hearings with your organization's bills. The number beside Tracking and My work in the menu is how many bills wait in your Inbox.

The Inbox#

The Inbox is where triage happens: the step between "a bill exists" and "we track it". Bills arrive from triage sources, saved views that send their new matches to you or a group you're in, and from colleagues who send you bills from Legislation.

Each row shows:

• Bill: its number. Select it to read the bill in its panel without leaving My work.
• Name, with a line beneath when it applies: "Amended since dismissed" (it was dismissed, then amended, and still matches), "Assigned to you by Sam Lee", "Sent by Dana Ortiz" ("Sent to Housing team by Dana Ortiz" for a group), or "Sent again by Dana Ortiz" (it was dismissed, and a colleague sent it again).
• Jurisdiction, as its abbreviation.
• Client, with clients on: the client of the source it matched (or that it was sent for), or Our own work. Track fills it in; on one bill you can change it, and on several each is tracked for its own client.
• Saved view: the sources it matched, several together, or who sent it.
• Actions: Track, Assign to… and Dismiss.

Select a column's heading to sort by it, ascending and then descending. Bills sort by jurisdiction, chamber and number, so AB 615 comes before AB 1601. Until you choose a column, bills are listed in the order they arrived. The search box matches bill number, name, jurisdiction, client and saved view, and says how many waiting bills match. The table shows five bills at a time; Show more shows the rest, and searching shows five again.

Deciding on a bill#

• Track opens the Track item panel: position, priority, status, owner and tags, each starting empty. Anything you leave empty takes its default (no position, no priority, the first status, and you as owner). Tracking it removes it from the Inbox.
• Assign to… sends it to a colleague's Inbox (a team member with a Full license) or a group's, without tracking it. It shows under their name as "Assigned to you by" you, and under your Waiting on others until they act.
• Dismiss asks first, with an optional reason, then removes it for the whole organization, so no colleague reviews it again. It returns only if it's amended and still matches, or if a colleague sends it again from Legislation. Dismissals can be undone under Organization › Triage sources.

A bill sent with Allow triage off is marked To track: you can track it or assign it, but not dismiss it.

A bill in a group's Inbox shows in every member's. The first to track, assign or dismiss it decides it for all of them.

Several at once#

Check the bills (or the box in the heading for all shown) to bring up a bar with how many are selected: Track… tracks each one with the same values; Assign to… sends them all; Dismiss asks first, skips any marked To track and says how many it left.

My bills#

One table of the open bills you own or watch, plus bills you watch that your organization doesn't track. Those show Not tracked in the Client column, with only Stage, Vote and Hearing changes, and open the bill rather than a tracked item. Rows for bills you watch carry a Watching tag. Moving a bill to a closed status takes it off My bills; Tracked items still has it.

• Unread rows look like unread email: tinted, with a bar at the left and the number and name in bold, and the newest change in gray beneath the name.
• What changed holds a chip for each kind of change since you last opened the bill. Select one for the details. See Unread changes.
• The dot marks a row read or unread. Opening the bill marks it read.
• Bill, Name, Client, Updated and Priority sort when you select their headings. To start, rows are unread first, then by the newest change, then by priority.
• On bills you own, an outcome prompt asks to move a signed bill to Implementation (or Done instead), or a vetoed or dead one to Done, with Not now to keep its status.

Open in Tracked items → lists the same tracked items on Tracked items, with Owner: Me and Watched by: Me checked, for filtering, sorting and updating several at once. A pill above the results, ← My bills, brings you back.

Waiting on others, tasks, mentions and hearings#

• Waiting on others lists the bills you sent or assigned to someone else's Inbox, with whose, until they act, and the open tasks you gave someone else, with when they're due. It's hidden when there are none.
• Tasks lists the tasks assigned to you or made by you, overdue first, with completed ones struck through at the end. The box marks one done; its title opens it. + New task adds one, and Open in Tasks → opens the same tasks on the Tasks page. See Tasks.
• Mentions lists the notes that mention you: who wrote it, when, the bill, and its opening words. Select the bill to open the tracked item.
• Upcoming hearings with our bills lists the next three weeks' hearings with bills your organization tracks on their agendas, and which of them are ours. Add a task for each tracked bill gives each of those bills a task, due a number of days before the hearing and assigned to each bill's owner; see Tasks that follow a hearing.

The weekly digest#

The Weekly digest sits at the top of My work and comes by email Monday morning, in your time zone. It's written on Sunday evening from what you can see.

It has two parts:

• Last week: what changed on the bills you own or watch, who mentioned you where, and the bills and tasks you handed to others that were tracked, dismissed or completed.
• This week: your tasks due and overdue, the hearings and floor sessions with your bills on the agenda, what waits in your Inbox, and what's still waiting with someone else.

It names bills, dates and colleagues, never a note's text or a task's words. If someone's access to a record changes before Monday, the email and the panel leave it out.

Written by AI, checked against the record#

The digest is written as a few short paragraphs by an AI model, from the facts of your week and nothing else, and marked AI-written · Check anything important against the record. Before it's kept, code checks every paragraph against the facts it cites: each date, day, time, count, vote, bill number, name and stage has to be in them. A digest that doesn't pass is written once more with the problems listed; if it still doesn't pass, you get the facts themselves instead, with "We couldn't write this week's summary, so here's what changed." Nothing that fails the check is shown or sent. A second AI model then reads what passed for anything said about a person beyond the record, such as a label or a guess at a motive: a paragraph it flags is dropped, and if it can't finish reading, you get the facts instead.

• Paragraphs marked Context give general background; Analysis is a judgment drawn from the facts. The rest report the facts.
• A paragraph drawn from a note (someone mentioning you) stays on My work. The email carries the rest and says how many more are on My work.
• Under the paragraphs on My work, what it was written from lists the facts.
• If a note, tracked bill, task or client a paragraph drew on is deleted, the paragraph is removed from the digest.
• An Owner or Admin can turn off Write the Weekly digest with AI under Organization › Workflow › Defaults. Your digest is then the facts alone, and nothing goes to the model.

On My work, the Weekly digest section opens expanded until you've seen the current digest, and stays collapsed afterward unless the digest changes (for example, when its written version replaces the facts-only one); choose its heading to expand or collapse it any time, on any device:

• This week shows the current digest, with Was this useful? Yes / No.
• Past digests keeps a year of earlier weeks.

Where CapitolMath records a legislature's amendments, the digest includes those adopted or decided against last week on the bills you own or watch, and those still offered or recommended by a committee on a bill on this week's agenda. They're checked like everything else in it, and its statements about amendments go through the same second, automated check as a brief's; a paragraph it can't confirm is left out. A week with nothing new and nothing scheduled sends nothing. The digest is on by default with a Full license and off with a Basic one; change it on My profile › Notifications, or with the one-click unsubscribe in any digest email. An Owner or Admin can turn it off for everyone under Organization › Workflow › Defaults. It replaced the weekly My work email. See Notifications.

Who has My work#

Access My work is on for Owners, and for Admins and team members with a Full license, by default; an Owner or Admin can turn it on for someone with a Basic license. Client members don't have My work.