The Dashboard

The Dashboard in ChurchDesk – Your Personal Overview

The dashboard is the first thing you see when logging into ChurchDesk – your starting point for everyday work. It provides a compact and interactive overview of your tasks, events, duties, and current developments in your organisation.

Clearly structured into two sections:

• My Work: Here you’ll find all your events, rota duties, and Calendar notifications.
• Member Care: This area gives you insight into visits, contacts, messages, and donations.

In this article, we will show you:

• What information and functions the dashboard offers,
• How you can take action directly from the dashboard,
• And what to keep in mind if your permissions are limited.

Your Personal Work Overview

1. Events & Invitations (top left)

Under "My Work", you’ll see your upcoming events as well as invitations where you've been added to an event as a user. This calendar function is used to keep people informed about relevant events – even if they don't have an active role (i.e. no specific duty).

• Accept, maybe, or declining an invitation: Use the "No answer" button next to the date.
• You can also create new events directly from here.

2. Rota duties (second row on the left)

This section contains two tabs:

• Rota duties you are already assigned to
• Open duties that still need volunteers

You can use the "Assign me" button to accept open duties directly – without switching to the duties module.

3. Calendar Notifications

These show changes to events where you’re listed as a participant – for example, time changes or new assignments. The latest 6 changes in the calendar are always shown.

Membership Care at a Glance

4. Check-ins & Attendance Tracking

Under "Membership Care", you’ll find:

• A summary of check-ins already recorded
• Events that are still missing attendance numbers

→ You can enter attendance data directly from here.

More info:

👉 Record and analyse attendance

5. Messages

This shows messages that have already been sent or are scheduled to be sent. Clicking on the title takes you directly to the message – provided you have permission to access the messaging module.

Note: If you don’t have access rights for a module, the relevant tile will appear empty.

6. Contacts & Donations

• In "Recent contacts", you’ll see newly added contacts and can go directly to their profiles.
• "Recent donations" shows incoming donations and the associated projects.

Additional Notes

• Customising the dashboard: The layout and content of the dashboard tiles are system-defined and cannot be customised.
• Direct access: All tiles include links to the relevant module.
• Automatic updates: The dashboard refreshes automatically – no need to reload it manually.
• Mobile view: The ChurchDesk app shows a simplified dashboard with three areas:
• • Today (current events)
  • Invitations that require a response
  • Unread messages

Keywords: dashboard, overview, start page, my work, membership care, duties, invitations, events, calendar entries, check-ins, messages, contacts, donations, push, app, assign user, appointments, ChurchDesk dashboard

Updated on: 18/06/2025