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Tips for cleaning up your Plural Workspace(s) between sessions

Ensure your workspaces and team are ready to hit the ground running when the next session begins.

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The period between legislative sessions is a great time to get your workspace(s) in Plural all cleaned up. 

Here's a few tips to help you get things quickly and easily organized in Plural in between sessions:

  1. Untrack bills you're no longer interested in.* Untracking a bill will remove it from your list of tracked bills in Plural and stop you from receiving further email notifications about that bill. Note: You can do this in bulk!
  2. Re-organize your tags. Add new tags, delete un-needed tags, check for consistent naming conventions and tag/un-tag bills as needed.
  3. Update your saved searches. Check your list of saved searches and make any necessary modifications to search criteria, or delete saved searches that you'll no longer need. 
  4. Update your notification settings. Make sure you're set to receive alerts at the frequency you need to ensure you don't miss anything you need to know about, including when a teammate mentions you in a comment.

*If you want to keep a record of previously tracked bills from past sessions, consider creating a new tag with the session year and bulk-tagging all of the past session bills before you untrack them. 

Additional Tips if You're an Organization or Workspace Administrator:

  1. Manage user permission levels. Update permission levels of existing users as needed, including removing any users that no longer need access.
  2. Create additional workspaces. Create any necessary new workspaces, and begin adding relevant users to those workspaces now.
  3. Schedule a refresher training. If it's been a few months since you've used Plural, or if you have new teammates that could benefit from a live training, don't hesitate to reach out to support@pluralpolicy.com to schedule a training.

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