Using Trellis as a Resource Team Leader

Sign in

1. Go to trellis.chialphaosu.com.
2. Type the email address an admin set up for you and tap Email me a code.
3. Check your email for a message from trellis@chialphaosu.com with a 6-digit code. It can take a minute to arrive.
4. Type the code into Trellis and tap Sign in.

A code works for one hour. If it doesn’t arrive, check your junk folder or tap Send a new code. Only the newest code works.

If Trellis says you don’t have access yet, ask a Trellis admin to add your email and make you a Resource Team Leader.

On your phone, use Add to Home Screen in your browser’s share menu so Trellis opens like an app. You stay signed in on that device.

Your team page

If you lead one team, Trellis opens straight to it. If you lead more than one, tap your team’s card on the front page.

• Core Group pairings at the top: who co-leads with whom.
• Your roster: each Resource Team Leader with the Core Group Leaders (CGLs) they disciple.
• A ✓ beside a CGL means this week’s report is done. The number is meetings logged with them.

Co-leaders of a team share everything on it, private notes included.

Fill in the weekly report

Do this every week for each CGL you disciple. Tap a CGL’s name to open their record. Answers save as you tap; there is no Submit button.

1. Pick the week. It starts on this week. Weeks with a ✓ are done, and you can go back 8 weeks. Reports are due Wednesday at 5 pm.
2. Did you meet with them this week? Tap Yes or No.
3. Times they spent time with Jesus in the last 7 days. Tap 0–7.

When every question is answered, the top shows ✓ Report complete.

Who they met with

Tick each person the CGL met with for discipleship this week. A Details box opens beside each one.

Tap ↻ Sync from …’s log to tick everyone the CGL logged a meeting with in the last 7 days. CGLs who log their meetings save you asking.

Profile opens that person’s discipleship profile. To untick a box, tap Edit at the top first.

Workflows, rating and notes

4. Workflows: tick any of the CGL’s New Contact or Inactive Members cards they moved forward this week. A date in green means the card changed in this report’s week.
5. Rating of the most recent Sunday Reset or Resource Team Meeting: 1–10, or Did not attend. At 7 or below, say why.
6. Anything else Leader Development should know? Optional.

The rating note and the “anything else” note are private: only you, your co-leaders, the CGL’s discipler if they have one, and admins can read them.

Keep the roster and pairings up to date

Tap Edit at the top. It turns gold and reads Done editing. While it’s on, you can:

• Add a CGL: type their name in Add Core Group Leader… under the leader who disciples them and tap +.
• Add a co-leader: type a name in Add a Resource Team Leader… and tap Add leader.
• Remove a CGL or a leader with the remove link beside them.
• Pairings: add a pairing in the box below them, add a name with add name and +, or tap × to take someone off.
• Fix a report: untick boxes, fix meeting log entries, and add, rename or remove names on a CGL’s discipling and fighting-for lists.
• Rename the team or change its colour.

Tap Done editing when you’re finished.

A CGL’s lists are the same ones they see on their own page. A change on either shows on both.

Core Group attendance

Tap Core Group ▾ beside a pairing to see that group’s Bible study attendance from Planning Center, synced every night. A filled dot means present, an empty dot absent, and a blank no record.

• Underlined names are people the group’s leaders disciple. Tap one to open their profile.
• Orange names are members no one is discipling yet.
• On a phone, swipe the table sideways to see every week.

How each CGL is doing

Below a CGL’s report, Weekly discipleship sums up their last 8 weeks: their pattern, average meetings per week against the goal of 2, time with Jesus, and more. Tap any tile for the weeks behind it.

Tap Core Member profiles ▾ for the people the CGL disciples. A profile shows the CGL’s meeting log, Core Competencies and prayer requests. Profiles are view only for you; the CGL keeps them.

Open Core Competencies at the bottom to tick off topics you cover with the CGL.

Comments & Headlines

Tap Comments & Headlines at the top. Headlines collects, newest first, every “anything else” note from your team’s reports plus the prayer requests and praise reports your CGLs keep for their disciples.

Reset/Resource Comments shows the reasons behind ratings of 7 or below. Filter by week or by leader, and tap a card to open that CGL.

Dashboard

Tap Dashboard to see all your CGLs together over the last 8 weeks.

• Needs attention: Core Group members no one is meeting with, members drifting from their group, and CGLs who missed two or more weeks of reports. Tap a card to see who.
• Tiles and charts: reports in, meetings per leader, people being fought for, and more.
• Each leader, week by week: a row per CGL. Tap a row to open them.

The search bar at the top finds anyone by name and opens their discipleship page.