Planning Center People Updates: New Teams & Groups Hub, Configuration Changes, and Forms Automations

In this video, we tour major Planning Center updates inside People, including the new Teams & Groups hub that lets admins quickly view, filter, and create teams and groups with clear guidance on when to use each. We also cover key navigation changes like the new Actions menu for bulk actions, imports/exports, and grade promotion, plus the new Configuration tab that centralizes email settings, Church Center and directory settings, background check permissions and expiration policies, custom fields, and note categories. Next, we show the refreshed table-style layouts and filters for Forms, Workflows, and Lists, including the Workflows Assignees dashboard and Lists message history. Finally, we highlight two big Forms upgrades: submitting on behalf of a household member in Church Center and new automations triggered by specific form responses to send emails, update profiles, and more. 00:00 Planning Center Updates Intro 00:35 Teams and Groups Hub 01:39 Create Teams vs Groups 02:50 Filtering Teams and Groups 04:10 New Actions and Configuration 06:33 Custom Fields and Notes Setup 08:05 New Lists Workflows Forms Layout 11:04 Forms Household Submissions 14:04 Forms Choice Based Automations 16:42 Wrap Up and Next Steps ━━━━━━━━━━━━━━━━━━━ 👥 Join our new FREE Threefold community! FREE resources, FREE live training and coaching events, and hundreds of other church teams using Planning Center: https://t.ly/xkm54 📚 The Planning Center Playbook NOW AVAILABLE: https://www.threefold-solutions/playbook 🤝 Need help with Planning Center? → https://www.threefold.solutions ━━━━━━━━━━━━━━━━━━━ 👋 ABOUT THIS CHANNEL: I'm Jason from Threefold Solutions. We help churches implement Planning Center the right way — not just set it up, but build systems that scale with your ministry. New Planning Center tutorials and updates regularly. Subscribe by clicking below so you don't miss the next one! ━━━━━━━━━━━━━━━━━━━ 🔔 SUBSCRIBE ON YOUTUBE TO GET REGULAR TIPS & TRICKS!    / @threefoldsolutions   🔽 CONNECT WITH US Official website: https://www.threefold.solutions 📰 SUBSCRIBE TO OUR NEWSLETTER: THE FOLD Get amazing tips and strategies for working in the church today: https://www.threefold.solutions/#the-... ━━━━━━━━━━━━━━━━━━━ #PlanningCenter #PlanningCenterUpdate #PlanningCenterPeople #ChurchManagement #ChildrensMinistry #PlanningCenterHouseholds #ChurchAdmin #ChurchTech #churchmanagement