Help

Quick answers for church leaders and volunteers.

Getting started · Who can do what · Boards · Working with tasks · The Home page · For volunteers · Notifications and email · Search, archive and calendar · Your account · If something is not working

Getting started

1. Create your church. Go to sundayonpurpose.com/app, choose Create account, then enter your church name. You become the Admin.
2. Add your logo. Settings, then Church. Upload one logo for light mode and, if you like, a white version for dark mode. Drag a file onto its box or click Upload. The tips there explain which kind of logo looks best.
3. Add your people. People, then Add person. Enter a name, email and role. They get an email invite right away.
4. Volunteer links. A volunteer's personal link shows who assigned each task and who else is helping.
5. Leave a board out of the Sunday readiness percentage. On any shared board, uncheck "Counts toward Sunday readiness" at the top. Its tasks stay on the board and in your lists, but are left out of the percentage and counts on Home.
6. Planning Center. Admins: open People, then Planning Center, then Connect. After that, Sync now brings in new people as volunteers. You can limit it to people who served in the last 6 months. Anyone already here is skipped, nobody gets an invite email, and people who leave Planning Center are marked inactive, not deleted.
7. Two-step sign-in. In Settings, choose Two-step sign-in, scan the picture with an authenticator app on your phone, and type the 6-digit code. After that, signing in also asks for a code. Recommended for Admins and Staff.
8. Search and filter People. On the People page, type in the search box to find someone by name or email, use the role menu to show only Admins, Staff, Team Leaders or Volunteers, and the Sort menu to order by role or by name.
9. Who assigned it. Every task shows who assigned it, and notifications and emails say "Dana assigned you a task" so you know who to ask.
10. All my tasks. The Home page lists every open task assigned to you, even when it is not due before Sunday. If others share a task, you will see "With" and their names.
11. Assign more than one person. In a task, pick people from Assigned to one at a time. Each shows as a name chip, and the × removes them. Everyone you add gets an email and a bell notification, and the task shows up in each person's My tasks.
12. Add someone while assigning a task. In a task, open Assigned to and choose Add someone new. Enter their name and email. They are added as a volunteer and emailed a link to the task. Admins, Staff and Team Leaders can all do this.
13. Import a list of people. On the People page, click Import and choose a spreadsheet (CSV) with a Name and an Email column, such as a Planning Center export. Anyone already in your church is skipped, so there are no duplicates, and no emails are sent during the import.
14. Who can add whom. Admins can add anyone. Staff can add Team Leaders and Volunteers. Team Leaders can add Volunteers only.
15. Create your volunteer teams. Open the menu, click the + next to Volunteer teams, and pick a template such as Cafe or Greeters to start with a weekly task list.
16. Add tasks. Open a board, type a task and press Enter. Click the task to set an owner and a due date.

The Get started card on your Home page tracks these steps for you.

Who can do what

• Admin: everything. Manages people, roles, boards, teams and the church logo.
• Staff: uses leadership boards and team boards, creates and assigns tasks.
• Team Leader: creates and assigns tasks and works on their teams' boards. Team Leaders do not see leadership boards. They can update the status of tasks that leadership gives them, but not edit those tasks.
• Volunteer: free, and no account needed. Volunteers get a personal link by email that shows only their own tasks.

Admins, Staff and Team Leaders are the paid seats after the pilot. Volunteers are always free.

Boards

• Leadership: seen by Admins and Staff only.
• Volunteer teams: one board per team. Team members can see it.
• Other shared boards: for a project, shared with the people you choose.
• My private boards: only you can see them, not even admins.

Each board can be viewed as a List, a Board (drag cards between columns), a Calendar or a Dashboard.

Working with tasks

• Status: Not started, Working on it, Stuck or Done. Finished tasks move to a Completed section.
• Owner and due date: the owner gets an email and a notification, and a reminder the day before it is due.
• Repeats: set a task to repeat weekly, every two weeks or monthly. When you mark it done, the next one is created for you.
• Checklist: break a task into steps and check them off.
• Files: attach up to 10 MB per file. Click Attach a file or drag a file onto the box.
• Updates: post a note on a task. The owner and creator are notified. Tap a name under the box to @mention someone else.

The Home page

Home shows your next Sunday, the percent of tasks that are ready, what is overdue or stuck, tasks with no owner, and progress by team. Use it as your Sunday-morning check.

For volunteers

Volunteers do not sign up or install anything. Open the link from your invite email on your phone to see your tasks, change a status, check off steps, post an update and add your due dates to your calendar. Save the link or bookmark it. If you lose it, ask your church leader to resend it.

Notifications and email

The bell shows what is new: new assignments, updates, mentions and finished tasks. You also get an email for each, a reminder the day before a task is due, and a weekly summary on Monday morning.

Search, archive and calendar

• Search: the magnifying glass at the top finds any task by name.
• Archive: on a board, Archive completed hides finished tasks without deleting them. View archived brings them back, and you can restore one.
• Calendar sync: Settings, then Calendar. Add your due dates to Apple, Outlook or Google Calendar. Google can take several hours to show changes.

Your account

• Photo, name and password: in Settings. You can drag a photo onto your profile card.
• Password rules: at least 8 characters with an uppercase letter, a lowercase letter and a symbol.
• Light or dark mode: in the app, open the menu under your name and choose Dark mode or Light mode. On the website and help pages, use the sun or moon button. Your choice is remembered.
• Forgot your password? Choose Forgot password on the sign-in page and we will email you a link.
• Sign in with the invited email. If you were added to a church, create your account with the same email address the church used, or you will see a new, empty church.

If something is not working

• Refresh the page first. Your place is remembered.
• No invite email? Check spam, then ask your admin to click Resend invite on the People page.
• Still stuck? Email caleb@sundayonpurpose.com and say what you clicked and what you saw.