Workflows and Task Templates

The first step on every bill, done automatically

USLege Workflows create tasks automatically, for example an urgent bill analysis task for the right teammate whenever a bill is added to a track, with a priority, assignee, and due date. Task templates give every analysis the same format, from a Word document you upload or paste in.

Animated illustration with example names and data.

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The problem

The same first step, done by hand, on every new bill

A new bill lands on a track and someone has to notice it, decide who analyzes it, set a deadline, and remind them of the format. Done by hand, it is slow on a busy day and inconsistent across the team.

How it works

Set it once, then it runs

STEP 1

Define the trigger

Choose when a workflow runs, such as when a bill is added to a track.

STEP 2

Define the task

Set the task's priority, assignee, and a due date relative to the trigger.

STEP 3

Standardize the output

Upload your analysis template so every task starts from the same format.

What's included

Automation your whole team can see

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Rule-based task creation

Workflows create tasks automatically when a bill is added.

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Owner, priority, and due date

Each task gets an assignee, a priority, and a due date relative to the trigger.

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Track-level workflows

Workflows run for each bill added to a track.

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Runs you can inspect

See each workflow's runs, last run time, and whether it is active, and switch it on or off.

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Task templates

Upload a .docx or paste your format, review it, and save it as the starting point for bill analysis and exports.

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Full task detail

Tasks carry a rich-text description, status, priority, due date, assignee, bill, legislators, track, committee, and tags.

In the app

Workflows teams set up first

Examples of workflows and templates teams use in USLege.

When a bill is added to the Energy track, create an urgent analysis task for Dana due in two days.
Every new bill on a client track gets a task for the account lead.
Use our two-page bill analysis template for every new analysis task.

Examples. Workflows are managed in Settings, and track workflows run for each bill added to a track.

Questions

What do teams ask about workflows and task templates?

What can a workflow do? +
Create a task automatically when a bill is added, with an assignee, a priority, and a due date relative to when the bill was added.
Can I see when a workflow ran? +
Yes. Each workflow shows its runs, its last run time, and whether it is active.
What is a task template? +
The document format your team starts from when writing a bill analysis, and the shape of its exports. Upload a .docx or paste it in.
What does a task include? +
A title and rich-text description, status, priority, due date, assignee, and links to the bill, legislators, track, committee, and tags.
Automate your first step

Let the busy work assign itself

Tell us what your team does when a new bill lands, and we will set up the workflow live. See the rest of the team workspace in Legislative CRM.

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