# Legislative Workflows and Task Templates | USLege

> Automate the first step on every new bill: workflows create tasks with an owner, priority, and due date, and task templates shape your bill analysis.

Canonical: https://www.uslege.ai/workflows

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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.

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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](/legislative-crm).

[Book a demo](/demo) [See the full platform](/platform)

[Just comparing options? See pricing →](/pricing)

More of the platform

[Legislative CRM](/legislative-crm) [Legislative Alerts](/legislative-alerts) [Action Center](/action-center) [Custom Reports](/custom-reports) [Full Platform Overview](/platform)

Made with USLege

### Check out this _intelligence report._

An AI Overview of the United States

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