Using Boards for Attendance & Participation Tracking
This guide showcases add-on features available only for those subscribed to Flocknote People. If you would like to learn more about these exciting new features, visit Flocknote.com/people. 🎉
You've asked, and we've delivered! As part of Flocknote People, an optional add-on, we now offer attendance and participation tracking features! Use it for church attendance, sacrament prep, VBS registration, school attendance -- there are countless ways to use Boards for your member-management needs! Check out this video below to see it in action for Attendance & Participation Tracking:
↓ See more use cases for Boards with the articles at the bottom of the page. ↓
To make a new board:
Select one of your groups from the lefthand sidebar and click on the Boards tab. If it's your first time creating a Board within this group, you'll click the big blue Make a New Board button. If you've already created a board within a group, you can just hover over the (+) icon and you can click the New Board button.
To delete, export, or change the name of the Board:
Click the gray cogwheel icon in the top right-hand corner of the group and select the Board Settings option.
To filter and perform actions on a Board:
There are two ways to filter a Board. 1) You can filter based on that specific Board's column data that you've entered. 2) You can also filter based on criteria on members' profiles, like personal info, contact info, and groups, etc. Then, click the big purple Action button to perform actions like exporting, sending a text, sending an email, or adding the members to a group, etc. Learn more about the functions of the Filter & Bulk Action tool with the article at the bottom of the page.
To create a new column within a Board:
Hover over any of the column titles until a (+) icon appears. Click it and it will allow you to customize the name and the type of that column. Click Save and it will create that column to the right of the existing column.
Please note: once a column is made, you will not be able to change the column type (text/checkbox/number). Instead, if you need to change the column type, you will want to delete the column and create a new one.
To edit, delete, or filter a column within a Board:
Hover over any of the column titles until a stacked lines icon appears. Click it and it will allow you to filter, check/uncheck all (if that column is a checkbox column), move the column to the right/left, or delete.