Help/Getting Started

Getting Started

Dashboard, workspaces, and the first things to know about WardLeadership.

For: All leaders

WardLeadership is a private, invite-only workspace for your bishopric and ward council. Everything you enter should stay appropriate for a leadership coordination tool: agendas, assignments, meeting schedules, and follow-up reminders. Do not enter confidential, worthiness-related, financial, membership council, or official membership record information.

1. Sign in and join your ward

When you first sign up, you will either create a new ward or request to join an existing one with an invite code. If you create the ward, you are set as the bishop and given a code to share with your leadership. If you join an existing ward, the bishopric reviews your request before you get access.

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WardLeadership
Get started
Create a ward
Join an existing ward
Ward name
Unit number
Stake name
Create ward

The ward onboarding screen lets you create or join a ward.

2. Pick your workspace

After you are approved, the sidebar shows a Workspace selector. Switch between Bishopric Meeting Agenda and Ward Council. The menu updates to show only the tools that matter for that workspace. For example, callings and sacrament meeting are only visible in the bishopric workspace.

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WardLeadership
Workspace
Bishopric Meeting Agenda
Dashboard
Meetings
Ward Calendar
Callings

Use the workspace selector to switch between Bishopric and Ward Council.

3. Read the dashboard

The dashboard shows the meetings, tasks, and interviews that need attention this week. It is a quick snapshot, not a full record. Click any card to open the detailed page.

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Dashboard
Upcoming meeting
Bishopric Meeting — Aug 9
Open tasks
3 in progress
Open needs
2 waiting
This week
4 interviews

The dashboard surfaces the most important items for the week.

What each role can see:

  • Bishopric members (bishop, counselors, clerk, executive secretary) can see callings, interviews, sacrament meeting, notes, needs, pipelines, ward calendar, and key management.
  • Ward Council members can see ward council discussion topics, tasks, needs, notes, the ward calendar, and Submit Name.

Next steps

Start with the Meetings & Agendas guide to learn how to build your first bishopric or ward council meeting.