This article walks advisers and chapter officers through everything available in the Officer Dashboard under the Manage tab. Think of this area as the control center for running your chapter day‑to‑day — events, members, officers, finances, and key deadlines all live here.
Top Action Bar
Across the top of the Manage tab, you’ll see quick‑action buttons that let you communicate and manage records efficiently:
- Event – Create and manage chapter events tied to requirements or attendance.
- Email – Send emails to members, officers, or advisers.
- SMS – Send text messages (enabled only for local chapters).
- Announcement – Post announcements visible to members.
- Files – Upload and manage chapter documents.
- Forms – Create and distribute forms tied to requirements or reporting.
- Courses – Assign or manage learning content.
- Minutes – Upload and store meeting minutes.
- System Settings – Configure chapter‑level settings and preferences.
Events & Requirement Progress
This section tracks chapter activity and progress toward requirements.
Meetings
- Create meetings
- Track attendance
- View attendance reports
Service Projects
- Create service projects
- Track service participation
- Connect projects to requirement progress
Chapter Points / Requirements
- Track high school chapter points or requirements
- Create new point‑earning activities
- View progress visually through progress bars
Reports
- Attendance Report – See attendance across meetings and events
- Progress Report – View chapter progress toward requirements
You can also:
- Create custom event types
- Link events directly to requirement tracking
Members
This section gives you full visibility and control over your chapter roster.
Member Status Overview
- Unpaid Students – Members who have not yet paid dues
- Members – Active, paid members
- Alumni – Members transitioned after graduation
Key Actions
- Invite Member – Send an invitation to join the chapter
- Transition Members – Move graduating members to alumni status
- Member Report – Export or view detailed member data
Account Manager
- Assign an account manager
- Search for members
- Generate individual member reports
Award Voting
This area manages chapter award ballots.
- Enable or disable award voting
- Define awards
- Set up ballots before opening voting
Ballots must be configured before they can be opened.
Officers
View and manage officer roles for your chapter.
- See which officer positions are filled or vacant
- Assign members to officer roles
- Identify missing leadership positions at a glance
Vacant positions are clearly highlighted so chapters can stay compliant and organized.
Advisers
Manage adviser roles for your chapter.
- View current advisers
- See how many adviser positions are filled
- Add or manage adviser access (if permitted)
The GreekTracker™ (Task Timeline)
On the right side of the Manage tab is The GreekTracker™, a timeline of upcoming tasks and deadlines.
This includes:
- Required forms
- Reporting deadlines
- Term transitions
- Key compliance dates
Each task includes:
- A description
- A due date
- A direct link to complete the action
This helps officers and advisers stay on track throughout the year.
Finances
The Finances section helps manage chapter money and payments.
Dues & Fees
- Configure how much members owe
- Set payment deadlines
- Ensure dues are properly tracked
Payments & Transactions
- Log Payment – Record offline payments
- Charge Fee – Apply fees to members
- Transaction Ledger – View all financial activity
Invoices
- View invoices generated for members
- See invoices created outside your chapter
Online Payments
- Configure payment processor settings
- Enable online dues payments
Fundraising Campaigns
- Create fundraising campaigns
- Track funds raised for your chapter or causes
Helpful Footer Links
At the bottom of the Manage tab, you’ll find quick links to:
- Comment Feedback – Share feedback about the platform
- Access Log – Review system access and activity
- GreekTrack Learning Center – Training and support resources
- Support – Get help from the support team
Final Tip
If you’re ever unsure where to start, follow The GreekTracker™ timeline — it’s designed to guide chapters through the year step by step and prevent missed deadlines.
This dashboard is most effective when officers and advisers check it regularly and keep data up to date.