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Introduction

24
  • Welcome to Disciple.Tools
  • Structure of Disciple.Tools explained
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  • Explore a Demo
    • Launch a demo
    • Removing the demo data
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    • 1. Your Profile
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    • 8. @ Mentioning
    • 9. Switch Users
    • 10. Scheduling a Meeting
    • 11. Sub-assigning
    • 12. Following Daughter Groups
    • 13. Baptism
    • 14. Team Information
    • 15. Filtering
    • 16. Viewing the Metrics

Big Concepts

26
  • What makes Disciple.Tools different?
  • Tricky Terminology (Glossary)
  • Core system features vs plugins or extensions
  • Multi-site vs a single instance
  • Users (vs Contacts)
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Initial Setup

42
  • Overview
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User Orientation

33
  • Tasks and Reminders
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  • Customizing the Critical Path
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Customizing the Critical Path

Add extra rows to the critical path chart. The numbers are added manually.


How to access:

  1. Access the admin backend by clicking on the gear on the top right and then click Admin.
  2. In the left hand column, select Reports (DT).


Creating fields to track #

Click the Sources and Fields Tab.
Under Add new source, fill out the Label, Description and Section. Outreach section is a the top of the critical path, Movement section is at the bottom. Click Add Source.
Here we have created 2 custom metrics to track, Website Visits and Church Leaders:


Create the Report #

Under the list tab click the Create New Report Button. The report with hold all the numbers for a specific month. Fill out the Year, Month and the fields you just created:


The list view will show each month. Click Edit on one of the rows if you need to change the numbers or add any.


The critical path will then look like the image at the top if this page.

Updated on July 8, 2024
Table of Contents
  • Creating fields to track
  • Create the Report

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