Overview: Personalizing FiscalNote

1. Introduction
2. Personalizing FiscalNote: Policy Trackers
3. Personalizing FiscalNote: Lobbyists
4. Personalizing FiscalNote: Team Leads

Introduction

Regardless of whether you typically track policy, engage stakeholders, or both, you likely have a daily routine.  It’s important to make the platform work for you and around your schedule -- not the other way around.  Review our curated tips to customize FiscalNote based on feedback from some of the most common users: policy trackers, lobbyists, and team leads.

Personalizing FiscalNote: Policy Trackers

Timing can be everything when managing new policy documents. Whether your responsibilities include reviewing the text to measure potential impact, monitoring its future progression, or both, it’s important to get notified of updates during time frames that work around your schedule. Click here to learn how policy trackers personalize FiscalNote for efficiency.

Personalizing FiscalNote: Lobbyists

When attending hearings, conferences, and engaging stakeholders, it’s important to get notified of important updates at times that work with your schedule.  Click here to learn how lobbyists streamline hearing updates and leverage the Agenda daily.

Personalizing FiscalNote: Team Leads

Because FiscalNote is so customizable, it’s important as a Team Lead to both document team strategies for easy access by all, and subsequently monitor what your team is doing with the data in the platform.  Is everyone following your guidelines? Click here to learn how Team Leads maintain a sound approach to data cleanliness, ensuring accurate reporting and timely team updates.

Note: We are constantly rolling out updates and making improvements in the platform. Please help us keep the Help Center up to date by reporting any information that may need some updating at support@fiscalnote.com.