Leading a team
Team leaders and team admins get a Leading tab in Culminate Teams. It lets them run their teams on a Sunday morning from their phone, with no dashboard access needed. Staff who manage all of Teams see it for every team.
Leaders and admins are set on each team in the dashboard. See Teams.
Needs attention
Needs attention lists what needs a leader right now on the teams they lead:
| Item | What it means |
|---|---|
| Unfilled | A spot has nobody, and nobody being asked. |
| Missing a time | Someone accepted but said No to a required time. |
| Replacing | Someone dropped out and Teams is asking others. |
| No answer | People haven’t answered their requests yet. |
| Wants to join | Someone signed up to join a team from an Open Sign-Up. |
Tap an item to open its plan. When everything is covered, it says Nothing right now. Every spot is covered or being covered.
People who want to join
For someone who wants to join, a leader selects Approve or Decline. Either way, Teams lets the person know, kindly when it’s a no.
Follow up opens their onboarding item from the Volunteer onboarding workflow: what they said about positions, experience, and how often they’d like to serve, the Stage, a checklist of Steps, and Notes for the other leaders (Add a note for the team, then Post). Moving them to Active puts them on the team. Not now declines them. See Workflows.
Coming up
Coming up lists the plans for the next four weeks. Tap one to open it.
A plan
The leader’s view of a plan shows how many have checked in, like 8 of 12 checked in, then each team’s positions with who’s on them:
- Here: they’ve checked in.
- Check in: tap to check someone in who forgot, or doesn’t have the app.
- Not sent yet: they’re scheduled, but the request hasn’t gone out.
- Their answer, like Accepted, Tentative, or Declined.
If people are scheduled but not asked yet, the plan says how many with Send number to send their requests now.
Find someone
Under a position with an open spot, select Find someone (or Unfilled · find someone). Teams ranks the people who could serve, with why each one is a good pick and any warnings, like a blackout date or already serving that day.
- Select Ask next to someone. The request goes out right away.
- If there are warnings, the app shows them under Before you ask name. Select Ask anyway or Cancel.
Message everyone serving
The megaphone button on the plan sends a message to everyone who has accepted.
- Type the message, like “Rehearsal moved to 6:30. Same room.”
- Turn on Also send a text or Also send an email if it should go further.
- Select Send.
It posts in the plan chat as an announcement and goes out as a notification. If nobody has accepted yet, it still posts in the plan chat, and the app says it didn’t go to anyone.
Run it live
Leaders can start and run live mode for their plans. See Live mode.
Docs and files
Leaders add docs and files to their teams and plans from the app:
- New doc makes a quick plain-text doc with a Title. Leave a blank line between paragraphs.
- Edit changes a plain-text doc. A doc with more formatting shows Edit on Teams Web instead, which opens the full editor on the website.
- Add a file adds one from Files, Photos, or Record a voice memo.
On the Teams website
Leading on teams.culminate.life has a few more tools:
- Remind sends people who haven’t answered their request again.
- Remove takes someone off a spot. They get a “You’re off the schedule” notification and email. If they’d only been scheduled, not asked, nobody is told.
- Run it live opens live mode for the plan.
- Find someone can Only show people who are free.
- Coming up looks eight weeks ahead.
The daily digest
Each morning at 7 AM (your church’s time), leaders get one email with what needs them and what changed since yesterday. Unfilled spots have one-tap Ask buttons for the top suggestions, and people who haven’t answered have Remind. See Notifications.