Worship Planning 101 - 2.0 - Adding Roles and Skills

To get started, head over to the People tab, then select Roles & Skills from the left-hand panel. Roles are essential—they’re used to create assignments in events and also help identify the skills your volunteers bring to the table. Think of roles as the building blocks for your team structure. 

To add a new role, click Add a Role. Give your role a clear name and a helpful description. For example, you might create a role called “Worship Leader” with a description like “Leads musical worship during services.” If you’ve already set up teams, you can assign this role to one or more of them right here. 

Next, you can associate people with that role as a skill. This is especially useful for tracking who’s capable of doing what across your organization. You can also upload any relevant files—like training materials or guidelines—that are tied to the role. Once everything looks good, click Add to save it. 

Need to make changes later? No problem. Just click the Edit icon next to any role to update its details or add an icon for quick visual reference. And if you want to see who’s linked to a particular role or skill, click the Information icon. This gives you a quick snapshot of everyone who has that skill listed in their profile.  That’s it! You’ve now laid the foundation for organizing your people and teams with roles and skills.