Leading Your Group in the Portal

Leading Your Group in the Portal

If you are a leader or co-leader of a group, class, or serving team, you can look after it right from the portal: approve people who want to join, manage the roster and waitlist, keep the group's prayer requests, tasks, and files, and — for serving teams — keep an eye on who is scheduled.

Finding Your Groups

  1. In the sidebar, click My Groups (under Team if you serve on a team).
  2. The page lists your Serving teams and your Groups & classes, with any Upcoming Events your groups host (and how many are registered). Find a group helps you browse other groups to join.
  3. Click a group to open it. Groups you lead show a You lead badge.

Tip: On some portal pages the sidebar also shows a Leadership section with a Manage [group name] link for each group you lead. It opens the group's full management page, where your church lets you manage it.

The Group Page for Leaders

As a leader you see these tabs (members see only Overview, Tasks, and Files):

Tab What you can do
Overview See the group's details, next meeting, upcoming meetings, and your membership.
Requests Review Pending requests — people waiting for your approval to join. Click Approve or Deny.
Waitlist See who is waiting for a spot once the group is full. Click Add to Group to bring someone in, or Remove them from the waitlist.
Members Add and remove members, and invite new people (see below).
Prayers Post a prayer request (optionally Submit anonymously), Mark answered, or Remove one.
Tasks Add tasks for the group, assign them, and set a due date and priority.
Files Upload sheet music, handouts, or other documents for the group.

If you can also manage the group in the admin area, a Manage in admin button appears at the top of the page.

A group's page in the portal as seen by its leader, with the You lead badge and the Overview, Requests, Waitlist, Members, Prayers, Tasks, and Files tabs

Managing Members

On the Members tab:

  • Add a member — choose someone from your church under Person and click Add member.
  • Invite to group — invite someone by email (with an optional name) and click Send invitation. They join once they accept the invitation and a leader approves it. You can also share the group's link.
  • Make member — change a co-leader back to a regular member. (A church admin appoints leaders; roles are otherwise set by a church admin.)
  • Remove — take someone out of the group.

Tasks and Files

  • On Tasks, fill in Add a task (for example, "Acquire sheet music for Sunday"), choose who to Assign to, a Due date, and a Priority, then click Add task. Tick Complete when it's done. Under Who can create tasks? choose Leaders only or All members.
  • On Files, use Upload a file. Under Who can upload files? choose Leaders only or All members. Anyone in the group can Download a file; Move to Trash removes one (it can be restored later).

Leading a Serving Team

Serving-team leaders also schedule their team:

  • Schedule Grid — team leaders can open the Schedule Grid and invite, remind, and auto-fill for the teams they lead. See Schedule Grid — Visual Volunteer Scheduling.
  • From Telegram — /schedule_people, /openslots, /myteam, and /nudge let you fill spots and chase replies from your phone. See Schedule Your Team from Telegram.
  • Team Leader Dashboard — in the TimelyChurch app inside Telegram, the Team schedule tile opens the Team Leader Dashboard: counts of Team Members, Upcoming Events, Pending, and Confirmed; Your Teams (with Manage Templates); and the Upcoming Team Schedule for the next 8 weeks, showing each position's filled count and who is assigned. Click Confirm to confirm a pending volunteer on their behalf, or Remove to take someone off a position.

Best Practices for Group Leaders

  • Check Requests and Waitlist weekly so nobody waits long to join.
  • Use Tasks and Files so everyone in the group knows what's needed and has the latest handouts.
  • Follow up on pending assignments if you lead a serving team. A quick message to volunteers helps confirm availability early.

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