Week 2: Optimize Your Workflow

Goal: Move from setup to daily efficiency

Days 8-10: Dashboard & Workflow Customization

• Customize your dashboard widgets 
• Set up your Project workflow board with custom swimlanes
•  Organize bills by stage: "Research" → "Drafting Position" → "Monitoring" → "Complete"
• Skill builder: Move 10 bills through your workflow board this week

Days 11-12: AI Tools Deep Dive

• Use the AI Assistant on 3 different bills
• Save time with AI-generated summaries vs having to read the full text
• Use "Impact on Your Organization" to quickly understand what policy is affecting your team
• Skill builder: Summarize 3 complex bills using AI and share with your team

Days 13-14: Reports & Exports

• Generate your first report (e.g., "Top Issues Policy Report")
• Export bill data to Excel/CSV
• Schedule at least one report for weekly policy updates
• Skill builder: Export your top 5 bills and email a 3-bullet update to your manager or team members 

Week 2 Milestone: You have a daily workflow and can create reports