Chalk Gold Guide

Chapter 5: Chalk Teams

Chalk Gold is an optional premium offering for Planboard that enables you to have advanced functionalities such as custom colours, Google Classroom integration, lesson search, and more. You'll also receive one-on-one concierge support and help contribute to the development of Planboard.

This learning guide will help familiarize you with the features of the Chalk Teams offering. While this guide will answer many common questions, please reach out to us for specific questions at support@chalk.com or through our in-app Live Chat service (available Monday through Friday, 8am-4pm EST).

The following chapter of our learning guide will go over:

  • How to sign up for Chalk for Teams
  • How to join an existing Chalk Team
  • How to manage your team members
  • How to share lessons with your team members through Resources

How do I sign up for Chalk Teams?

Chalk Teams is an offering aimed at teaching teams of 2-10 people to facilitate sharing and collaboration of lesson plans in Chalk. Members of a Chalk Team will have access to all Chalk Gold features, as well as being able to share lessons with colleagues through Resources, leave comments on shared lessons, import shared lessons directly into their planner, and build a collection of shared resources in Chalk. You will also have access to personalized group training with your Chalk Concierge.

This article will show you how to create a new Chalk Team. For instructions on how to join an existing Chalk Team, read this support article.

How much does Chalk Teams cost?

Chalk Teams costs $9/month or $99/year USD per seat (team member slot). Teams is priced at the same level as an individual Gold subscription, but scaled to the number of available team member seats. Payment information is handled by the member with the Team Lead role, which you will automatically have upon creating a new team.

If I'm already subscribed to Chalk Gold, what happens when I upgrade to Teams?

Upon upgrading to Teams, your current Gold subscription will be immediately cancelled and the remainder will be refunded. Creating a new Chalk Team is treated as a separate transaction, so you will need to re-enter payment information.

Step 1:

Click your profile picture in the top-right corner, then click Billing.

Step 2:

Scroll down to the table featuring the available plans in Chalk. Under the "Teaching Teams" column, click Create a Team.

Step 3:

Enter a name for your teaching team and select the number of seats you wish to purchase for your team. You will be billed for the number of available seats in your teaching team, not for the number of active users. You can make adjustments to your team size after creating your Chalk Team.

Note: Chalk Teams is intended for groups of 2-10 teachers. For larger teams, please book a demo for a personalized walkthrough of the Chalk platform.

Step 4:

Select either the annual or monthly billing option. Please note that annual billing is charged upon creating your Chalk Team, and the next bill will be automatically charged one year after your subscription sign-up date.

Step 5:

Enter your credit card information below, including the expiry date and card verification code.

If you have received a promo code from Chalk or through a referral, you can enter it into the field and click Apply.

Click Upgrade when finished.

Step 6:

Success! Your Chalk Team has been created!

At the bottom of the page, you can enter the emails of the colleagues you wish to invite to your Chalk Team and click Send Invitations. You can also choose to do this later from the Billing page, as described in this support article.

How do I join an existing Chalk Team?

To join an existing Chalk Team, its Team Lead will need to send you an invitation email. If you have not received an invitation email, please reach out to your Team Lead to ensure they have your correct contact information.

What happens to my Gold billing information when I join a Chalk Team?

Upon upgrading to Teams, your current Gold subscription will be immediately cancelled and the remainder will be refunded. Payment information is not required to join an existing Chalk Team, as payment is handled by the Team Lead.

Step 1:

Click the link in the invitation email sent by the Team Lead.

Option 1: I don't have an existing Chalk account

Upon clicking the link in the invitation email, you will be asked to set up your Chalk profile. Enter your name and create a password for this account. You will not be able to edit the email on the account, as it needs to match the invitation, but you can edit the email associated with your account at a later time. Click Continue when ready.

You will see a message confirming you have successfully joined the Chalk Team. You can click Continue to Setup to begin setting up your planner.

If this is your first time using Chalk, you can read our Planboard Learning Guide or use our in-app Live Chat to help walk you through this process.

Option 2: I have an existing Chalk account

Log into your existing Chalk account that matches the email on the invitation.

Note: If the invitation email does not match the email on your Chalk account, the Team Lead will need to resend the invitation to the correct email.

You will see a message confirming you have successfully joined the Chalk Team. You can click View Your Team to go to your Billing page, or can begin using the premium features and sharing lessons through Resources.

How do I invite or manage the members of my Chalk Team?

This support article will show you how to invite your colleagues to your Chalk Team, manage your available seats, and assign a new Team Lead.

Note: Only the member with the Team Lead role has access to these options.

Inviting team members

Step 1:

Click your profile picture in the top-right corner, then click Billing.

Step 2:

Click the Invite Members button, which can be found in the section containing information on your current team.

Note: If your team is at full capacity, you will need to purchase more seats by following the instructions for "Managing your seats" below.

Step 3:

In the window that appears, enter the email addresses of the colleagues you wish to invite to your team. You will have spaces to enter email addresses according to the number of available seats in your Chalk Team.

When you are ready to send your invitations, click Send Invitations.

Step 4:

Your invites have been sent! Your colleagues will receive emails with activation links they can click to join your Chalk Team.

While the signup is pending, you can click the three dots menu to the right of a team member on the list to either resend or cancel the invitation. Once an invitation has been cancelled, the activation link in the sent email will be invalid and you will need to re-invite that user in the future.

Managing your seats

Step 1:

In the section containing information on your current team on the Billing page, click the Manage Seats button.

Note: If your team is at full capacity, this button will be labelled Purchase Seats.

Step 2:

In the window that appears, you can use the arrows to adjust the number of seats in your Chalk Team. Your next bill will be prorated to reflect any seats you have removed partway through this billing cycle. Increases in team size will be immediately charged to the current payment method.

When you have set the desired amount of seats, click Update Team & Billing.

Assigning a new team lead

The Team Lead role has permissions to manage invitations, seats, and billing information for your Chalk Team. There can only be one Team Lead at a time, and it is automatically assigned to the user who created the Chalk Team. You can assign this role to a different team member by following the instructions below.

Step 1:

In the section containing information on your current team on the Billing page, click the three dots to the right of the team member you wish to assign the Team Lead role, then click Assign Lead.

Step 2:

Read through the warning prompts and check the corresponding boxes. Click Transfer Leadership to confirm your action.

You have the option to remove your payment information from the Chalk Team or leave it for future billing cycles. Select one of these options to finish transferring leadership.

Note: Removing your payment information from the team does not cancel your team's subscription or issue a refund for the remaining balance. Your new Team Lead will need to update the payment information before your team's next billing cycle to retain use of sharing and premium features.

How do I use Chalk Resources?

Resources is a section within Chalk where you can save or share lessons or lesson groups to use at a later date.

If your school or team has a paid subscription with Chalk, you'll also be able to share and import lessons and lesson groups from your peers. This article will help you navigate and use Resources to its full extent! 

Navigating to Resources

Click the Resources button in the menu bar at the top of the page.

Searching for Lessons

On the Resources page, you’ll be able to sort through shared resources by "Everything" to see all content, "Shared with me" to see lessons shared directly to you, or search by selecting the Groups that you belong to.

Note: Schools with a Chalk paid subscription have the ability to create multiple sharing groups within their school or district.

Selecting any of these will modify the selection of Lesson Plans or Lesson Groups that show up in the menu. You can also search via the Search Bar at the top by title of lesson or tags attached to the lessons. 

Lesson Information

When you select a lesson plan or lesson group more information will appear about the lesson on the left-hand side of the screen. This will tell you the title, who the lesson has been shared with, the tags and also allow you to preview the lesson.

Helpful Tip: For easy organizing within Resources, add tags to your lessons. You and your colleagues will be able to search by tags to effectively sort your lessons. You can edit the tags when sharing your lessons, or when editing your shared lessons in Resources as shown below.

Resources are not yet available on mobile.

Resources are not yet available on mobile.

How do I save and share lesson plans with Resources?

Step 1 (Sharing a single lesson):

Open a lesson via Day or Week view that you would like to share. Select the Share button within the lesson window. 

Step 1 (Sharing multiple lessons):

From the Day or Week View, click the Share button next to the date, then click Add to Resources.

Alternatively, you can click the Share button within the lesson editor, then click the Group of Lessons tab.

Select a Subject or Section from the drop down menu. After loading, you will see all of the lessons you have planned within the start and end dates selected. You can adjust these dates to include more lessons.

  • Create a name for your group of lesson.
  • Use the tick boxes beside each lesson title to select which lessons to include in the shared group.

Click Share to proceed to the next step.

Step 2:

Type the names, groups, or email addresses of the people you would like to share with and the lessons will be sent to their Resources. If you'd like to save them for yourself, simply enter your own email address (the one attached to your Planboard account).

You can quickly share the lessons with your entire team by typing the team name into the sharing field. The lessons will be available to all active members of your team, but you won't need to share them again with any team members who join in the future.

Helpful Tip: For easy organizing within Resources, add tags to your lessons before sharing. You and your colleagues will be able to search by tags to effectively sort your lessons. You can edit the tags on your lesson group at any time by editing your shared lessons in Resources.

Click Share to send the lesson plan and you're done!

How do I leave comments on a shared lesson in Resources?

If your school or team has a paid subscription with Chalk, you can use Resources as a collaborative space to share and comment on lesson plans with your colleagues. This article will show you how to leave comments on lessons that have been shared with you through Resources.

Step 1:

Navigate to the Resources app and select a lesson or lesson group from the list.

Step 2:

You will see the commenting field in the informational panel that appears on the right side of the screen.

You can also access comments when previewing or editing a lesson or lesson group, as shown below.

For lesson groups, you can toggle between viewing the comments or list of lessons in the group.

Step 3:

Type into this field to leave messages or feedback for your colleagues. Hit enter on your keyboard to leave the comment on the lesson or lesson group.

Anyone who has shared access to the lessons can leave comments. Use comments to give feedback, coordinate resources, or otherwise connect with your colleagues directly in Chalk!

Note: Comments are only visible when viewing saved or shared lessons in Resources. They are not displayed when sharing lessons through public links.