How it works

Follow along from downloading your reports to handing leaders a finished PDF.

Part 1 · Get your files from Church records

Three PDFs. You only need to do this again when the assignments change.

Download the member list

Sign in to Leader and Clerk Resources with your Church account. You need clerk or leader access; ask your ward or stake clerk if the menus below are missing.

  • Open Membership → Member Directory.
  • Click Show and make sure every box is checked, especially Address.
  • Click Print and choose Save as PDF. Name it something like member_list.pdf.

Important: Without the Address column the tool can't put anyone on the map. It will tell you if the column is missing.

The Membership menu in Leader and Clerk Resources with Member Directory highlighted
Membership → Member Directory
The Show menu with Gender, Age, Birth Date, Address, Phone Number and E-mail all checked
Show: check every box, including Address

Download the Elders Quorum ministering report

This is the report with each companionship and the households they visit.

  • Open Ministering and Welfare → Elders Quorum → Current Assignments.
  • Click Print. Under Print Options choose Interviews, then Print and Save as PDF.

Important: Pick Interviews, not All Assignments. The Assignments layout is different and this tool can't read it yet.

The Ministering and Welfare menu listing Current Assignments under Elders Quorum and under Relief Society
Ministering and Welfare → Current Assignments
Print Options with Interviews selected, above All Assignments and Selected Assignments
Print Options: choose Interviews

Download the Relief Society ministering report

Same steps, one menu down.

  • Open Ministering and Welfare → Relief Society → Current Assignments.
  • Click Print, choose Interviews, and save it as a PDF.

Tip: You now have three PDFs: the member list and one ministering report for each group.

Part 2 · Use the tool

From upload to a finished, printable set of assignments.

Log in and pick up where you left off

Click Sign in with Google at the top of this page. Access is by invitation, so use the Google account that was approved. Not approved yet? Email signup@wardministering.com.

  • Your work saves itself. After every change, the tool saves your uploads, edits and On Hold flags in this browser.
  • Come back any time. When you return you will see “Restored your last session”, with everything where you left it. No need to upload the PDFs again.
  • Signing in again is normal. After 6 hours without activity you are asked to sign in again. Your saved work is still there.
  • Log out (next to the session buttons) offers to save a session file first, then clears everything from this browser. Use it on a shared computer.
The session bar reading Restored your last session, with Save session file, Load session file and Log out buttons
Save session file and Load session file sit in this bar under the upload panel

Upload your three PDFs

Sign in above, then drop each PDF onto its tile. Start with the member list.

  • The tool reads the PDFs, then looks up each address to place it on a map. Names, birth dates and edits stay in your browser.
  • Want to look around first? Try example data loads a fake ward.
  • Restart undoes every edit you make and goes back to the uploaded assignments.
The Upload PDFs panel with the ward directory and both ministering reports loaded, plus Try example data and Restart buttons

Look at your ward on the map

The Ward Map tab plots every address in the ward.

  • Filter by gender and age to see, for example, only youth or only single sisters.
  • Dots are colored by age group and sized by gender, so clusters and empty areas stand out.
The Ward Map tab with gender and age filters above a map of the ward's addresses

Meet the edit board

Review and Edit Assignments is where you do most of your work.

  • Companionships are grouped by district, with the presidency member beside each district name.
  • Each card is one companionship: the companions at the top (with their ages) and a Households list you can expand.
  • Map on a card shows just that companionship's companions and households.
  • Two tabs sit on the edges: Filter & sort on the left and Unassigned on the right. Click either to open or close it.
The edit board: Filter and sort panel on the left, companionship cards grouped by district, and the Unassigned tab on the right

Filter companionships

Open the Filter & sort tab on the left edge. Everything under Filter narrows the cards you see.

  • Name: type part of a name. Use | to look for several people at once, like Allred|Beesley|Smith. The checkboxes choose whether to search Companions, Households, or both.
  • Group: Elders Quorum, Relief Society, or both.
  • Companions and Households sliders: show only companionships with that many people or households. The top of each slider means “or more” (3+ and 10+).
  • Average age of the companions, and has a companion under 18 (Any, Yes or No).
  • The line at the top says “Showing 9 of 40 companionships”. Clear resets the filters. A dot on the tab means something is filtering.

Tip: Companionships you have just added stay visible even if they don't match, so they don't vanish.

The filter panel with Holloway|Ellis|Garrison typed in the Name box and only the matching companionships showing
Searching three names at once

Sort companionships

Sort is at the top of the same panel, above the filters.

  • Choose Low → high or High → low first.
  • Then pick what to sort by: number of companions, number of households or average age.
  • Cards are sorted within each district. Original order puts them back the way the report listed them.
The sort options with Average age and High to low selected, and the cards ordered from oldest to youngest average age
Average age, high to low

Move people and households

Moving is two clicks: pick it up, then choose where it goes.

  • Click a name (a companion or a household). It gets an outline.
  • Every other card now shows a green Move here button. Click the one you want.
  • Changed your mind? Click the same name again to put it down.
  • To send someone back to Unassigned, open the Unassigned tab and click its Move here button.
  • To add or remove a whole companionship, see the next step.
One companion picked up and outlined, with a green Move here button on every other companionship card
A name is picked up; every other card offers Move here

Add and remove companionships

Need another pair of companions, or one that is no longer needed? Add an empty companionship and fill it, or remove one.

  • To add: find the district's heading, such as “Elders Quorum · District 1”.
  • Click + Add at the right end of the heading.
  • A green card marked new appears at the end of that district's cards. It starts empty and uses that district's presidency member.
  • Fill it: click a companion or household on another card, or in the Unassigned list, then click Move here on the new card. Repeat for each person and household.

Tip: New cards stay visible even when a filter would hide them, so they don't vanish while you fill them. A companionship stays in the district where it was created, so click + Add on the right one. New companionships appear in the exported PDF, with their companions highlighted.

The Elders Quorum District 1 heading with a ringed + Add button at its right end, above the district's companionship cards
+ Add is at the right end of each district heading
A green card marked new with two companions and one household moved into it
A new card after two companions and a household were moved in
The same card selected, with a blue outline and a red Remove button next to Map
Click the card to select it; Remove appears

Read the change icons

The board always shows what you have changed compared with the uploaded reports. Badges appear at the top left of a card.

  • 👥 Yellow people badge: this companionship's companions are different from the original. Someone was moved in or out.
  • 🏠 Yellow house badge: its households are different from the original. A household was moved in or out.
  • Both badges mean both changed. The card can show one, both or neither.
  • Green card marked “new”: a companionship you created.
  • Restart (7) in the upload panel counts your edits. Click it to undo them all.
  • The exported PDF highlights the same changes in yellow (see the export step).

Tip: In the example, a companion moved from the second card to the first (👥 on both), and a household moved from the third card to the first (🏠 on both). That is why the first card shows both badges.

Companionship cards with households expanded. The first card has both a people badge and a house badge, the second a people badge, the third a house badge, and one green card is labeled new
First card: companions and households changed. Second: companions. Third: households. Green: new

Work the Unassigned list

Click the blue Unassigned tab on the right edge. The numbers on it are people / households that still need an assignment.

  • Switch between People and Households. Search by name, and limit people by age.
  • Click a name to pick it up, then choose a card's Move here.
  • âś• puts someone On Hold: not ready for an assignment right now. They move to a separate section and the counts no longer include them.
  • On Hold people have a Visit button. Mark it to flag someone who needs a visit; they are listed on their own at the end of the exported PDF. ↺ returns them to the needs-assignment list.
  • Save writes your On Hold and Visit flags to a file, and Load puts them back. See the last step for using it with updated PDFs.
The Unassigned panel listing two people needing assignment, and an On Hold section where one person is marked Visit
Needs assignment, On Hold, and Visit

Check coverage by district

The Overview of Districts and Changes tab summarizes each district.

  • Companionships per district, average households per companionship, average distance to the households, and how many companionships have only one companion.
  • You can also map a whole district at once.
A table summarizing each district's companionships, households and average distance

Export and save your work

When the assignments look right, download them.

  • Download PDF of edits makes a clean, printable PDF for each group (Elders Quorum or Relief Society).
  • Yellow highlights mark everything you changed: companions who moved, households that moved, and the companions and households of a new companionship.
  • A legend at the top of the first page explains the highlight, and it only appears when something changed.
  • After the assignments comes an Unassigned section: people who need an assignment, people on hold, unassigned households and households on hold. Anyone you just took out of a companionship is highlighted there too.
  • The last list is People who need a visit: everyone you marked Visit in the Unassigned sidebar.
  • Your work saves automatically in this browser. To share it with another presidency member(or back it up), use Save session file; see the sign-in step.
The first page of an exported PDF. Moved companions, moved households and a new companionship row are highlighted in yellow
Assignments: changed companions, households and a new companionship are highlighted
The Unassigned part of an exported PDF with a person on hold and an unassigned household highlighted, followed by a People who need a visit list
Unassigned section: changes are highlighted, and the visit list comes last

Keep going when the PDFs change

Assignments change over time. An unassigned file lets you bring your On Hold and Visit decisions along to newer PDFs.

  • Before you update: open the Unassigned tab and click Save. It writes a small file listing who is On Hold, who is flagged Visit, and which households are On Hold.
  • Get the new PDFs (steps 1 to 3), click Restart to clear the old edits, and upload the new files.
  • Open the Unassigned tab and click Load. The tool looks up every saved name in the new data and puts each match back On Hold, with its Visit flag.
  • A message tells you what happened, such as “2 people put on hold (1 need a visit)”. Names that are now in a companionship, or are not in this member list, are skipped and counted.
  • Households match by their label, or by the same first person if the label changed (for example when a spouse's name was added).

Tip: Your companionship edits are not carried into new PDFs, because the new reports are the latest assignments. Use a session file if you want to keep edited companionships.

The Unassigned panel after loading a file, with a message that 2 people were put on hold and 1 skipped, and an On Hold section with one person marked Visit
After Load: matched names are On Hold, and the message counts what was skipped