Managing Groups

Groups help you organize members and tasks by team, ministry, or any other category that makes sense for your church.

Examples of groups

• Deacon Team — your deacons and the members they care for
• Meal Train Volunteers — people who sign up to deliver meals
• Youth Ministry — youth leaders and students
• Prayer Team — dedicated prayer volunteers

Creating a group

1. Go to Groups in the sidebar.
2. Click the + button.
3. Enter a name and optional description.
4. Choose a color — this color-codes the group throughout the app.
5. Set visibility:
   • Public — visible to all team members
   • Private — only visible to group members and admins
6. Click Save.

Adding members to a group

From a group’s page, click Add Members to search and add people. Members can belong to multiple groups.

Group visibility and privacy

Private groups are useful for sensitive care situations. Only members of the group (and admins) can see the group’s members and tasks. This is separate from the sensitive task flag — a group can be private even if its tasks aren’t individually marked sensitive.

Editing or deleting a group

Click Edit on any group to change its name, color, or visibility. Deleting a group removes the grouping but does not delete any members or tasks.