Organize Following with Tags, Notes, and Pins

Use tags to create your own groups

Tags let you group unrelated item types under one topic. For example, a single "Large Load" tag could contain an ERCOT revision request, a PUCT project, and a Texas bill.

1. Open Following.
2. Locate the item you want to organize.
3. Add an existing or create a new custom tag using the available tag control.
   Tag List
4. Repeat for other related items.
5. Use the tag view or filter to see only that group.

Following: Custom Tag View "Transmission Planning/Buildout"

Add notes for context

Use notes for information you want to keep next to the item, such as why it matters, a client request, your organization's position, an upcoming milestone, or a next action.

• Client asked for an update after the next workshop.
• Watch for changes to the security requirement.
• High priority before the next board meeting.
• Compare the next filing with the current proposal.

ADD Notes GIF HERE

Pin the items you check most often

Pin high-priority items so they stay at the top of Following.

Following works by keeping items with activity (A filing, a news or summary mention, an agenda placement) at the top.

Pins are most useful for keeping important items visible that may be dormant for some time.

TIP: Use tags for structure, notes for context, and pins for priority. Keeping those jobs separate makes Following easier to scan.