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Organizing Bills

Keep your tracked legislation organized with tags, notes, and custom views.

Bill Detail Page

Using Tags​

Tags help you categorize and filter your tracked bills.

Creating Tags​

  1. Open a tracked bill
  2. Click Add Tag
  3. Enter a tag name or select an existing tag
  4. Click Save

Tag Examples​

  • By topic: healthcare, education, taxes
  • By priority: high-priority, watch, low-priority
  • By project: client-a, annual-report, advocacy-campaign
  • By action: support, oppose, neutral

Filtering by Tag​

On your dashboard, use the tag filter to view only bills with specific tags.

Adding Notes​

Add private notes to bills to record your analysis or reminders.

  1. Open a bill detail page
  2. Click Add Note
  3. Enter your note
  4. Click Save

Notes are only visible to you and are not shared with other users.

Custom Views​

Professional plan users can create saved views:

  • Combine multiple filters (status, tags, date)
  • Save views for quick access
  • Share views with team members (if applicable)

Export Options​

Export your tracked bills for reporting:

  • CSV - Spreadsheet format with bill details
  • PDF - Formatted report of tracked legislation

Tips​

  • Use consistent tag naming conventions
  • Review and clean up unused tags periodically
  • Add notes while reviewing bills so you remember your analysis