What Home shows

Who needs a hand this week, what's waiting on the office, and what's coming up, and why each person is there.

Home is the office's view of the week. Admins and staff land on it on a computer. It answers two questions: who needs a hand, and what's waiting on the office.

Everyone else lands where their role works. A group leader opens their group (or Groups you lead, if they lead more than one), finance opens Giving, communications opens Messages, a serving director opens Serving. A member with none of those opens Your week. For everyone who isn't staff, Home in the menu opens Your week, their own page, wherever they landed. On a phone, everyone but that member lands on Today instead (see below).

The line at the top

This week has today's date, how many groups meet this week, how many people the church knows, how many are on the team, and how many invitations are waiting. When Communications is on, Write a message is at the right.

Who needs a hand

One list, from every group, each person named once.

A call this week is for three kinds of people:

Someone who missed meetings in a row. It's two in a row unless an admin changed it in Groups settings, under Flag after this many missed meetings in a row. A meeting they were excused from doesn't count.
Someone new to a group who has come once or not at all. "New" is set by Count someone as new for this many days in the same settings.
A visitor whose follow-up date has come. See Visitors and follow-up.

Praying for is someone with a prayer request marked for follow-up that isn't answered yet.

Each line says why, and which group. Press a name to open them in that group. Once you've been in touch, press I've reached out there (I checked on them, if you lead that group). That takes them off the list until roll is taken at a meeting after that day. A visitor's name opens their visitor page instead, where Log a contact moves their follow-up date.

Home shows the first few of each. When there are more, a line says how many more across how many groups, and See groups opens them.

For the office

Under the same card, things only the office can move:

Invitations to the team that haven't been accepted, with how long the oldest has waited. Resend opens Team.
Groups that had meetings in the last two weeks and haven't taken attendance. See groups opens them.
Open seats for the next service, when Serving is on. Fill them opens it.
Volunteers who asked to serve and have no area yet. Place them opens Volunteers.

When nothing is due, the card says Everyone's accounted for.

Coming up

The next two weeks across the church, each in its part's color: group meetings, services and events (with how many seats are still open), and worship plans. Open sign-ups starting in the next two months show here too. Press one to open it.

The other cards

Getting set up: the steps your church hasn't finished yet, like Bring your people, Invite your team and Add the church logo. It goes away once every step is done.
Sent this week: emails the church sent in the last seven days.
Also in Trellis: the parts your church hasn't turned on. Admins see Turn it on; everyone else sees Ask an admin.

Today, on a phone

On a phone, Home opens Today (a member with no role, no group and no area to lead still gets Your week). Today is what's next for the person holding the phone, not the office's report:

A leader sees each group they lead, with its next step, like taking roll.
Anyone asked to serve sees Can you serve? with Answer.
Then one list of people to keep in mind: the leader's own groups first, then a few from the office's list for staff.

When there's nothing, it says Nothing needs you today.

Why someone isn't on the list

They're excused for the meetings they missed.
A leader pressed I checked on them, or the office pressed I've reached out, on or after the day of the group's last meeting with roll.
The group hasn't taken roll, so Trellis can't tell they were away.
Their group's kind doesn't follow up on visitors.

A leader's own check-ons and care seasons show on that leader's Today and group pages. They're private to the group's leaders, so they don't show on Home. See Check-on.

Still stuck? Ask Silas