- The Actions Center Facelift: Navigating the New Look
- New Features:
- Best Practices
- The Actions Center Facelift: E-Book
As part of an ongoing initiative to better serve you, our clients, FiscalNote has been seeking feedback on ways to improve the Actions experience. This June (2021), we're excited to unveil our newest developments: Custom Actions Types, Enhanced Filters & Searching to find your work faster, and more! Watch the video below and continue reading to learn what's new, what's changed, and how to navigate the Actions Center facelift.
The Actions Center Facelift: Navigating the New Look
As a reminder, the Actions Center can be found via the lightning bolt on the left hand menu. It houses all of the Actions you and/or your colleagues have recorded in FiscalNote:
All of your previously recorded Actions will remain. However, you can now enjoy a cleaner and easier to navigate interface. Filters have been moved from the top of the page to an interactive menu on the left, allowing you to choose which ones you actually need to leverage:
Custom Action Types
Rather than using the out-of-the-box options to record your activity, such as 'Meeting' or 'Phone Call', you can now more accurately document your activity with Custom Action Types!
For example: You may have different types of Meetings and wish to easily report out on activity by specific meeting type. With Custom Action Types, you can create specific names for your Meetings and document them accordingly, such as 'C-Suite Update' or 'Board Meeting':
*Please contact your Account Manager if you wish to leverage Custom Actions Types.
Bulk-Add to Issue / Label
We heard you: working efficiently matters. To that end, we're thrilled to introduce the ability to both add multiple Actions to an Issue at once, and apply a Label to Actions in bulk. Select the Actions you wish to categorize, and choose an Issue and/or label from the buttons at the top of the screen:
Pro-Tip: Always add Actions to Issues, especially as members of a team. It allows for greater insight into the work being done by topic, by your colleagues. Bulk-Add now makes this classification easier.
Pro-Tip (Advanced): If leveraging the recently added Email-to-Actions feature to quickly document email activity in FiscalNote, use the Action Type filter and choose 'Email', then bulk-add your work as appropriate.
**Click here to learn more about using Issues and Labels together
**Click here to learn more about Email-to-Actions
To make it easier to review your past work, Filters have been moved to an interactive menu on the left, as seen above. After making Filter selections, the list of Actions will dynamically update, making the information easier to digest:
Faster Searching to Find Past Actions
Prior to the update, searching over Actions using the Search bar allowed you to browse your notes. With the new Actions Search bar, you now have the ability to browse Actions titles at the same time:
Quickly find the information you need to report out on all similarly titled Actions, for example.
We HIGHLY recommend using a naming system for your Actions titles. With the new ability to Search over titles, a naming system will allow you to easily and efficiently report out on your work when necessary.
We also recommend working with your Account Manager to develop Custom Actions Types that best suit your needs. There are no limitations to the number of Custom Actions Types you may leverage.
When bulk-adding Actions to Issues or Labels, proceed with caution. Remember: data cleanliness is often critical to efficiency and success!
Q: Are there limits to the amount of Custom Action Types we can leverage?
Q: Was the Hashtag Filter removed?
A: Yes. However, you can still search for the text used in hashtags with the Actions search bar.
Q: Where is the Linked Items filter?
A: It has been temporarily removed, but will be re-instated with the next release (~2-3 weeks)
Q: Will the Actions Summary be re-instated?
A: No, the Actions Summary has been removed and will not return. However, the team is hard at work on developing more robust Actions Reporting capabilities, which you can expect to see later in 2021.
Q: Why can't I create a new label in an Action?
A: It is currently unavailable with the first release, but is in the works to be re-instated soon!
Q: How many Actions can I add to an Issue or apply a Label to at once?
A: Up to 10. Toggle to the next page at the bottom of the screen to add additional Actions if necessary.