Creating and Managing Groups

Creating and Managing Groups


Your small groups, ministry teams, and classes are where so much of your community life happens. EvangelOS helps you organize all these groups, making it simple for your leaders to manage them and for your admins to see how everything is going.

This guide covers the basics of creating a new group and the main tools for managing it.

How to Create a New Group

  1. Navigate to the "Groups" page from the main navigation menu on the left.

  2. On the Groups page, look for the "Create Group" or "New" button (usually in the top-right corner).

  3. A form will open, allowing you to enter all the important details for your group:

    • Group Name: (e.g., "Men's Tuesday Morning Study," "Welcome Team")

    • Group Type: You can categorize the group (e.g., "Small Group," "Ministry Team," "Class").

    • Group Leader(s): You can assign one or more leaders to the group by searching for them from your list of members.

    • Meeting Details: You can add a meeting time, day, and location if the group has a regular schedule.

  4. Once you've filled out the details, click "Save" or "Create." Your new group is now set up!

How to Manage Your Group

After you create a group, you'll be taken to its "Group Profile." This is your command center for managing that specific group. (You can also get to this page by clicking any group's name in the main "Groups" list).

From the Group Profile, you can:

  • Add Members: On the "Members" tab, click "Add Member." You can search for any person in your EvangelOS member list and add them to the group.

  • Take Attendance: On the "Attendance" tab, your group leader or an admin can easily mark who was present for each meeting. This is a simple and powerful way to track engagement and see who you might need to follow up with.

  • Edit Group Details: Need to change the meeting time or assign a new leader? You can easily edit the group's settings from its profile.

What's Next?

Now that you know how to create and manage a group, our next guide will give you a complete tour of the "Understanding the Group Profile" page, so you can see all its features in one place.



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