Groups

A group is a collection of contacts that are meeting regularly around the Word of God (e.g., a church, Bible study, etc.).


Groups List Page

Group list page

  1. Website Menu Bar
  2. Groups List Toolbar
  3. Group Filters Tile
  4. Group List Tile

1. Website Menu Bar (Groups)

The Website Menu Bar will remain at the top of every page of Disciple.Tools. Website Menu Bar


2. Groups List Toolbar

Group list toolbar

Create New Group

The Create new group button button is located at the top of the Group List page. This button allows you to add a new Group Record to Disciple.Tools. Other multipliers can’t see Group Records that you add, but those with the roles of Admin and Dispatcher can see them. Learn more about the Disciple.Tools Roles and their varying permission levels.

Note

Disciple.Tools values the security and safety of all users and contacts.

Clicking this button will open up a modal. Within this modal you will be asked the following option:

  • Name of group: A required field that is the name of the group.

After filling out the option click Save and continue editing. You will then be directed to the Group Record Page

Delete a Group

A group’ status can only be set to be Active or Inactive. If you need to remove a group altogether, this can only be done in the Wordpress Admin Area.

Filter Groups

To be able to find a group quickly, you can use the Group Filter feature. Click Filter groups button to begin. On the left hand side are the Filter Options. You can select multiple options for one filter (i.e. church in XYZ location). Click Cancel to stop the filtering process. Click Filter Groups to apply the filter.

Note

You can only have one filter active at a time.

Groups Filter Options

Group filter options

Assigned To

  • This option will allow you to add names of users who have been assigned to a group.
  • You can add names by searching for them and then clicking on the name in the search field.

Group Status

  • This tab will allow you to filter based on a group’s status.
  • To add a filter option click on the checkbox next to the filter options you want to add.
  • Default Group Status filters are as follows:
    • Inactive
    • Active

Group Type

  • This tab will allow you to filter based on a group’s type.
  • To add a filter option click on the checkbox next to the filter options you want to add.
  • Default Group Type filters are as follows:
    • Pre-Group
    • Group
    • Church

Locations

  • This option will allow you to search by the group’s meeting location.
  • You can select a location by searching for it and then clicking on the location in the search field.

Search Groups

Type a group’s name to quickly search for it. This will search all the groups you have access to. If there is a group name that matches, it will show in the list. Search


3. Group Filters Tile

The default filter options are located on the left of the page under the heading Filters. By clicking these, your list of groups will change.

Group filters tile

The Default Filters are:

  • All groups: Certain roles, such as Admin and Dispatcher, in Disciple.Tools allow you to view all groups in your Disciple.Tools system. Other roles such as Multipliers will only see their groups and groups shared with them under All groups.
  • My groups: All groups you personally create or have been assigned to you, can be found under My groups.
  • Groups shared with me: These are all groups who other users have shared with you. You do not have responsibility for these groups but you can access their records and comment if needed.

Adding Custom Filters (Groups)

Add

If the default filters do not fit your needs, you can create your own Custom Filter. As mentioned above, you can click Filter groups button or Add filter to begin. They will both take you to the New Filter modal. After clicking Filter Groups, that Custom Filter option will appear with the word Save next to it.

Note

To cancel these Custom Filters, refresh the page.

Save

To save a filter, click on the Save button next to the filter name. This will bring up a popup asking for you to name it. Type in the name of your filter and click Save Filter and refresh the page.

Edit

To edit a filter, click on the pencil icon next to a saved filter. This will bring up the filter options tab. The process for editing the filter options tab is the same as adding new filters.

Delete

To delete a filter, click on the trashcan icon next to a saved filter. It will ask for confirmation, click Delete Filter to confirm.


4. Group List Tile

Groups tile

Groups List

Your list of groups will show up here. Whenever you filter groups, the list will also be changed in this section too. Above are fake groups to give you an idea of what it will look like.

Sort

You can sort your groups by newest, oldest, most recently modified, and least recently modified.

Load more groups

If you have a long list of groups they will not all load at once, so clicking this button will allow you to load more. This button will always be there even if you do not have any more groups to load.


Group Record Page

Group record page

  1. Group Record Toolbar
  2. Group Details
  3. Group Comments and Activity Tile
  4. Group Members Tile
  5. Group Progress Tile
  6. Parent/Peer/Child Group Tile

1. Group Record Toolbar

Group record toolbar

Follow Group

Following a group means that you are actively receiving notifications about activity in their Group Record. If you are assigned to a group, you automatically follow them. If the Group Record has been shared with you, you can choose to follow or not follow the group by toggling on or off the follow button.

Following: Follow On vs. Not Following: Follow Off

Share Group

Click Share to share a Group Record with another user. This user will be able to view, edit, and comment on your groups’ record. Clicking on this button will show you with whom it is currently shared.


2. Group Details Tile

Group record details

These are the details about a group. You can change the information here by clicking edit. The information you add here, will also be used to help you filter your groups in the Groups List Page.

In this area is the following set of data:

  • Name - The name of the group.
  • Assigned To - Who is in charge of this group (not contacts).
  • Leaders - A list of the leaders of the group (contacts) .
  • Address - Where does this group meet (e.g., 124 Market St or “Jon’s Famous Coffee Shop”).
  • Start Date - The start date of when they started meeting.
  • End Date - When the group stopped meeting (if applicable).
  • People Groups - The people groups that are a part of this group.
  • Locations - A more general idea of locations (e.g., South_City or West_Region).

3. Group Comments and Activity Tile

Group activity comments tile

Making a Comment (Group)

This tile is where you will want to record important notes from meetings and conversations with a contact about their group.

At Mention

Type @ and the name of a user to mention them in a comment. Note: This will share this Group Record Page with that user. This user will then receive a notification.

Comments and Activity Feed (Group)

Below the comment box, there is a feed of information. Recorded here are timestamps of every action that has taken place within this Group Record and conversations between users about the group.

You can filter the feed by clicking on one or more of the following:

Comments: This shows all of the comments made by users about the group.

Activity: This is a running list of all of the activity changes made to a Group Record.


4. Group Members Tile

Group members tile

This is the area where you list the contacts that are a part of the group. To add members, click on the Search Members area and click on the name or search them. To delete a contact click on the x next to their name. You can also quickly navigate between the Group Records and the members’ Contact Records


5. Group Progress Tile

In this tile, you can keep track of the overall health and progress of the group.

Group progress tile

Group Type

This area helps to track the spiritual progress a group makes as they become a healthy multiplying church. The first thing you should do is define what type of group it is. Do this by clicking on the Group Type drop-down. Clicking this will reveal three options.

  • Pre-Group: This can be an unofficial group, a network of friends who a disciple knows
  • Group: A group of contacts meeting around the Word consistently
  • Church: When a group identifies themselves as a Church body

Health Metrics

These metrics have been identified as characteristics that describe a healthy church. By clicking on one of them, it activates the corresponding symbol in the circle.

If the group has committed to be a church, click the Covenant button to make the dotted line circle solid.

If the group/church regularly practices any of the following elements, then click each element to add them inside the circle.

The list of elements is as follows:

  • Fellowship: The group is actively pursuing the “one anothers” together
  • Giving: The group is actively using their personal finances for Jesus’ Kingdom
  • Communion: The group has began practicing the Lord’ Supper
  • Baptism: The group is practicing baptism of new believers
  • Prayer: The group is actively incorporating prayer in their gatherings
  • Leaders: The group has recognized leaders
  • Word: The group is actively engaging in the Word
  • Praise: The group has incorporated praising (i.e. musical worship) into their gatherings
  • Evangelism: The group is actively sharing
  • Covenant: The group has committed to be a church

6. Parent/Peer/Child Group Tile

This tile shows the relationships between multiplying groups and provides a way to navigate quickly between them.

Parent peer child group tile

Parent Group: If this group has multiplied from another group, you can add that group under Parent Group.

Peer Group: If this group aren’t parent/child in relationship, you can add that group under Peer Group. It might indicate groups that collaborate, are about to merge, recently split, etc.

Child Group: If this group has multiplied into another group, you can add that under Child Groups.