Dashboard Tutorial Resources

Welcome to the Church Dashboard Tutorial Page! These instructional videos and Guide Sheets are designed to help you complete the common tasks performed in the dashboard. (The topics follow the order in which they are listed in the church dashboard menu.) Each instructional video demonstrates the essential steps for the assigned task. Each Guide Sheet provides a printable version of the instructions. Find the instructional video or Guide Sheet below that best meets your needs.  

 

Dashboard Overview


This video shows how to login and move through the dashboard. It also gives an overview of the information stored in the dashboard.

Download Guide Sheet 

 


Church Contact Information


This video shows how to edit the church’s contact information. The church’s address, phone number, fax number and/or email information may be updated here.

Download Guide Sheet   

 


Web/Social Media

Add or Delete Web/Social Media


This video shows how to add and delete web or social media related to the church. Web/Social media includes websites, Facebook pages, Twitter handles and photos.

Download Guide Sheet 

 

Update Web/Social Media


This video shows how to update web or social media information that is partially correct. Web/Social media includes websites, Facebook pages, Twitter handles and photos.

Download Guide Sheet 

 


Leadership

Add a Leadership Position


This video shows how to add a leadership position in the church dashboard. Whether updating an existing leader, or adding a new leader to the database, this video demonstrates what to do.

Download Guide Sheet

 

End or Extend a Leadership Position


This video shows how to either end a leadership position or extend it for another year. Both tasks involve changing the end date in the church dashboard.

Download Guide Sheet 

 

Update Leadership Contact Information


This video shows how to update a current church leader’s contact information. This may include the leader’s name, gender, ethnicity, address, phone number and/or email.

Download Guide Sheet 

 


Parsonage

Add a Parsonage


This video shows how to add a new parsonage to the church dashboard. Have the parsonage and resident information available to create the new listing.

Download Guide Sheet 

 

Edit a Parsonage


This video shows how to edit parsonage information. The user may update the address, beds/baths, phone number, school district and/or resident information.

Download Guide Sheet 

 


Building Information


This video shows how to update building information. Building information includes driving directions, service times and handicap access.

Download Guide Sheet 

 


Church Details

 

This video shows how to update church details. Preferred name, founded date, chartered date and EIN (Employee Identification Number) are all found in the church details area.

Download Guide Sheet

 


Additional Guide Sheets

Custom Links Guide Sheet

Download Custom Links Guide Sheet 

 

Disaster Response Guide Sheet

Download Disaster Response Guide Sheet 

 

Insurance Data Overview Guide Sheet

Download Insurance Data Overview Guide Sheet 

 

Update Insurance Data Guide Sheet

Download Update Insurance Data Guide Sheet

 

Contact Us

The Florida Conference of The United Methodist Church

450 Martin L King Jr Ave
Lakeland, FL 33815

(863) 688-5563 or toll free (800) 282-8011