--- title: "Common Tasks in infoodle" slug: "common-tasks-in-infoodle" tags: ["Username", "Introduction", "Welcome", "New", "Tutorial", "Getting Started", "Password"] updated: 2024-02-16T03:27:59Z published: 2024-02-16T03:27:59Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.infoodle.com/llms.txt > Use this file to discover all available pages before exploring further. # Common Tasks in infoodle This article outlines how to perform specific tasks in *infoodle*. All task descriptions assume you have logged in, and that are starting from the first page or Dashboard. ### Changing My Username & Password There are a number of ways to access the page where you can change your Usename and Password: While on your infoodle **Dashboard**: ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-K8ZFSDH0.png) 1. Select **My Account** 2. Alternatively, select **My Profile**, then select the **Settings Cog** icon on the left hand side and from the drop down menu and choose **Settings**. This reveals the settings screen for your profile ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-R4QGTB18.png) 1. Finally, while on any infoodle page, on the upper right corner, select the dropdown and select **Account** ![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-L3VUB26G.png) Once you arrive at your Account and **Role settings** page, you can: 1. Change your Log In name by entering a new username in the **Login** text box 2. Select the **New Password** text box to enter a new password 3. To confirm your password, retype your password into the **Confirm new password** text box When complete, scroll down to near the bottom of the page and select **Save**. --- ### Creating a Member 1. From the top right of the screen there is a + icon, click that and **Add [people](/v1/docs/adding-a-person) or [households](/v1/docs/adding-a-householdorganisation)** 2. Enter name details and click **Address** at the bottom 3. Enter address details (or tick unknown) and click **Save** --- ### Adding a Family Member 1. Search for the existing family member using the **Search Box** at the top of the screen (or the person you just added will be listed on the ‘**most recently used**’ list shown at the top of the screen) 2. Click **[Add new member](/v1/docs/adding-a-person-to-a-householdorganisation)** from button in household details 3. Enter name details 4. Click **Save** --- ### Creating a Group & Adding a Member 1. From the top right of the screen there is a **+** icon, click that and **[Add a group](/v1/docs/adding-a-group)** 2. Enter group name and click **Save**. You are added by default (untick if you don’t want to be) 3. Click **[Add a member](/v1/docs/adding-a-person-to-a-group-1)** on this group screen and search for members names. Click **View only** as the permission and then **Save** --- ### Removing a Person From the Database *infoodle* encourages you to [**Archive**](/v1/docs/archiving-a-person) people rather than delete. When you delete a person all of the history for that person is also deleted and this data can't be recovered. Due to the person's history being deleted, they will no longer appear in any reports. If you are sure that you still want to remove them from the database, then [**click here**](/v1/docs/deleting-a-person) to find the steps to deleting a person. --- ### Taking Attendance for a Group If you would like to **[keep track of attendance](/v1/docs/group-attendance)** this can be done manually via Groups. 1. Click **Groups** on the left 2. Click the group name you want to add attendance for 3. Click **Attendance** 4. Click **Add** to add an event 5. Enter the date, a title, then **Save** 6. Click the **Pencil** icon to edit the created event 7. Click the people who have attended --- ### Scheduling an Event/Worship Service/Training [**To Create a Roster:**](/v1/docs/adding-a-roster) 1. Click **Rosters** 2. Click **Add** 3. Enter the first and last date for the rosters (can be the same date for 1 event) 4. Enter any details for the event 5. Search for the group (or groups if you have created more) to add 6. Click [**Create roster**](/v1/docs/creating-a-full-roster) 7. On the roster screen you have ‘**Position 1**’. You need to create as many positions as you need to fill (singer, bass, guitar etc.) Click the **+** below to add more and edit the names as you need 8. For each date of event there is a column and a list of +’s below. Click the **+** Then from the now revealed left menu with a list of people in that group, click the name to go in that slot 9. Repeat the above step for each person and slot required 10. You can now download or email this roster by clicking **Roster** on the left hand panel and then the appropriate Menu item 11. If you need to setup **Reminders**, then clicking the ‘**group**’ from the left hand panel and choose **Settings** (or click the triangle in the coloured group header to get to this screen too) #### To Create an Event: 1. Click **+** top right of the screen and [**Add Event**](/v1/docs/adding-an-event) 2. Enter the title, and select dates 3. Enter the date and time, click location 4. Click the auditorium, click **Save** --- ### Recording a Donation There are several ways to achieve this, but we will show you two. **The Quickest Way:** 1. Reconcile a transaction in [xero.com](https://www.xero.com/) (online accounting system not associated with infoodle but we are an add-on partner). This will now automatically bring that transaction down to infoodle and connect to the individual with no further user interaction – 0 clicks! Automatic Reconciliation This is dependant on what configuration you set up in infoodle. For more information on setting up infoodle and Xero, [view this help documentation](/v1/docs/how-to-connect-to-xero) **The Manual Way:** 1. Click **Finance** 2. Click **Transactions**, then click [**Add a transaction**](/v1/docs/adding-individual-transactions) to add an individual transaction 3. To create a new batch, click [**Create new**](/v1/docs/adding-a-batch), enter details and **Save** to save the batch name 4. Enter the details required on the form, then **Save transaction** --- ### Running a Membership Report **[To Produce a Directory Report:](/v1/docs/printing-a-directory)** 1. Click **Reports** 2. Click **Printed directory** 3. Click **Generate** [**To Produce a List of People in a Specific Group:**](/v1/docs/membership-report) 1. Click **Reports** 2. Click **People** 3. Click **Add criteria** 4. Choose **Group** from the criteria drop down 5. Click **Generate results** 6. Click **Show** (or download if you prefer) ## Related - [Changing my Login Details](/changing-my-login-details.md) - [Adding a Person](/adding-a-person.md) - [Adding a Person to a Household/Organisation](/adding-a-person-to-a-householdorganisation.md) - [Adding a Group](/adding-a-group.md) - [How do I remove someone from the database?](/removing-someone-from-database.md) - [Deleting a Person](/deleting-a-person.md) - [Group Attendance](/group-attendance.md) - [Rosters](/rosters.md) - [Events](/events-1.md) - [Adding Individual Transactions](/adding-individual-transactions.md) - [How to connect to Xero](/how-to-connect-to-xero.md) - [Online Directory Role](/online-directory-role.md) - [Printing a Directory](/printing-a-directory.md)