Documentation

Getting Started

Login

Sign in with your email and password. A forgot password workflow is available if you need to reset your credentials.

Sign Up

Create a new account by signing up with your email and password.

Home

The home page provides an overview of your group's activity and key information at a glance.

Group Selection

The group name at the top of the page functions as a dropdown menu, allowing you to select a different group or create a new one.

Statistics Overview

View key statistics for your entire group:

• Publishers: Active and inactive counts
• Meeting Attendance: Present, remote, and absent counts
• Ministry Attendance: Present, remote, and absent counts

Projects

If you have any active projects, they are displayed on the home page. Each project shows:

• Due date (if applicable)
• Progress bar indicating completed tasks versus total tasks

Clicking on a project opens a page where you can mark publishers as completed for that project. Use the FAB (Floating Action Button) to edit the project title and due date. The more menu (⋮) provides options to:

• Delete the project (keeping all tasks)
• Delete the project and all associated tasks

Reminders

Reminders appear when an event's anniversary is coming up within 30 days. Each reminder displays:

• Publisher's name
• Event name
• Original event date
• Days until the anniversary

Clicking on a reminder takes you to the publisher's page under the Events tab, where you can tap it again to view or edit the event details.

Pending Tasks

Tasks that are not yet completed are shown on the home page. Each task displays:

• Publisher's name
• Task title
• Due date (if applicable)

Clicking on a task takes you to the publisher's page under the Tasks tab, where you can check it off as completed or tap it again to view or edit the details.

Creating New Items

Tapping the FAB on the home page reveals three options:

• New Task: Opens a form to create a task by selecting a publisher, adding a title, and optionally setting a due date or adding notes
• New Visit: Opens a form to create a visit by selecting a publisher, choosing a date, optionally adding it to your calendar, and adding notes
• New Event: Opens a form to create an event by selecting a publisher, entering a title and date, and choosing whether to be reminded of the event. Events with reminders enabled appear on the home page when their anniversary is within 30 days

Settings

Access settings by tapping the gear icon (⚙️) in the top right corner. Settings are organized into several sections:

General Settings

• Group Settings: Change the name and meeting days/times for the currently selected group
• Submit Feedback: Send comments or questions about the app. You can optionally include your email if you'd like a response

About

• Privacy policy
• Open source licenses
• Installed version number

Account

• Theme selection (Light/Dark/System)
• Logout button

Danger Zone

• Archive specific data
• Reset everything
• Delete your account completely

Publishers

The Publishers page contains a list of all publishers in your group.

Publisher List Features

• Search: Find publishers by name
• Sort: Sort by active/inactive status or alphabetically (ascending/descending)
• Filter: Filter publishers by tag

Each publisher in the list shows:

• Publisher's name
• Active or inactive status
• Past due indicator badge (appears when a publisher has been visited at least once and it's been a year since their last visit)

Bulk Actions

Long-press on a publisher to open the bulk select menu. You can then select multiple publishers and either:

• Delete them
• Move them to another group

Creating Publishers

Tap the FAB to create new publishers. You can create:

• An individual publisher
• Multiple publishers at once

While creating, you can add the publisher's name and select any active projects you'd like to add them to.

Publisher Page

Clicking on a publisher opens their detailed page with four tabs:

Details Tab

Contains editable fields for:

• Name
• Notes
• Tags
• Active/Inactive toggle
• Exclude from attendance toggle (when checked, this publisher won't be included in future attendance records - useful for publishers who attend another congregation for large portions of the year)

The Details tab also includes charts displaying:

• Meeting attendance history
• Ministry attendance history

The charts are line graphs showing dates on the bottom axis and attendance status on the side. A dot on the chart indicates there's a note (either for the group or the individual) for that day. Notes might include information like "Meeting held on zoom" or "Sick today". Press on the vertical line for a specific record to view the notes.

Events Tab

View and manage events for this publisher:

• Tap the FAB to create a new event
• Click on an event in the list to open the event page with fields to edit
• Use the more menu (⋮) in the top right to delete an event

Visits Tab

View and manage visits for this publisher:

• Tap the FAB to create a new visit
• Click on a visit in the list to open the visit page with fields to edit
• Use the more menu (⋮) in the top right to delete a visit

Tasks Tab

View and manage tasks for this publisher:

• Tap the FAB to create a new task
• Click on a task in the list to open the task page with fields to edit
• Click the checkbox next to a task in the list to mark it as complete or incomplete

Projects

Overview

The Projects page shows all existing projects, organized into two groups:

• In Progress: Active projects
• Completed: Finished projects (collapsed by default)

Both groups can be collapsed or expanded. Projects are displayed the same way as on the home page, and clicking on a project allows you to edit the completion status of tasks for each publisher.

Creating Projects

Tap the FAB to create a new project. When creating, you can add publishers to the project by selecting:

• All publishers
• All active publishers
• A custom selection of publishers

Attendance

The Attendance page shows a list of all attendance records from the last six months.

Attendance List

The list can be filtered by type:

• Meeting attendance
• Ministry attendance
• All attendance

Each row displays:

• An icon indicating whether it's a meeting or ministry attendance record
• The date
• A bar chart showing attendance percentages

Viewing and Editing Attendance

Clicking on an attendance record opens the attendance detail page where you can:

• Edit individual publishers' attendance status
• Use the FAB to edit the date, type, and notes for that record
• Use the more menu (⋮) to delete the attendance record

Creating Attendance Records

Tap the FAB on the attendance list page to reveal two options:

• Meeting: Create a meeting attendance record
• Ministry: Create a ministry attendance record

When creating an attendance record, you can:

• Mark each publisher as remote, present, or absent (neither remote nor present indicates absent)
• Add notes for individual publishers by clicking the add note icon (📝) to the left of their name
• Use the "See all groups" option at the bottom to easily take attendance for all groups if desired