You can think of Groups as active care lists that help your organization stay organized and ensure the right people are receiving the right follow-up and attention.
Why Groups Matter
Groups help your organization:
Organize people by care need or ministry area
Keep updates, tasks, and milestones connected to the right people
Control which team members can see certain updates
Stay focused on active care situations
Improve communication across your team
Groups make it easier to care for people together rather than relying on one person’s memory or personal notes.
How to Create a Group
Creating a Group in Notebird is quick and easy.
Navigate to the People page.
In the left-hand sidebar, locate the Groups section.
Click Add Group.
Enter a name for your Group.
Click Save.
Your new Group will now appear in the Groups list, and you can begin adding people, updates, tasks, and milestones to it.
Examples of Groups
Every organization uses Groups differently. Some common examples include:
Hospital Visits
Grief Support
Prayer Requests
New Visitors
Young Adults
Counseling Follow-Up
Meals Ministry
Volunteer Teams
A person can belong to multiple Groups at the same time depending on their needs or involvement.
How Groups Work
When someone is added to a Group:
Their updates can be shared with members of that Group
Tasks and milestones can be associated with that Group
Team members assigned to the Group can follow activity related to those people
For example, if someone is added to a Hospital Visits Group, your care team can easily see updates, assign follow-up tasks, and stay informed about that individual’s care journey.
Following Groups
Team members can also choose to follow Groups to receive notifications when activity happens within that Group.
Following a Group is a great way to stay informed about:
New updates
Added milestones
Assigned tasks
Ongoing care interactions
Followed Groups are prioritized at the top of the Groups list for quick access.
Managing Groups
Admins can:
Create new Groups
Edit existing Groups
Delete Groups
Assign users to Groups
Control visibility and permissions
Groups are fully customizable to fit the way your organization cares for people.
Frequently Asked Questions
Can a person belong to more than one Group?
Yes. A person can be part of multiple Groups at the same time.
Do Groups affect visibility?
Yes. Updates, tasks, and milestones can be restricted based on Group access. Only users assigned to a Group can see related activity.
Does removing someone from a Group delete their history?
No. Removing someone from a Group does not delete existing updates, milestones, or tasks.
Can Groups be customized?
Yes. Organizations can create and manage Groups that fit their ministry structure and care process.
Who can create or manage Groups?
Typically, Admin users can create, edit, and delete Groups within Notebird.