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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.  

Video Table of  Contents 

 

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.

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Leadership

Add a Leadership Position


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

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Add New Leader to the Database


This video shows how to add a leadership position in the church dashboard for a person not in the database.

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End or Extend 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