Planboard Guide

Chapter 4: A New School Year

Planboard makes it simple to get organized and reduce your classroom prep time. Accessible from anywhere, you can plan lessons, align to curriculum sets, and manage your schedule with ease. Best of all, it’s free for individual teachers.

You loved Planboard last year and now you're preparing for a new school year. We are here to help you! This quick guide will allow you to maximize your Planboard potential for the upcoming semester.

The first thing you will need to do is create a new semester, beginning on the first day of your school year, and ending whenever your semester ends. Depending on whether or not you have the same classes and timetable, you will have to choose either to create a brand new semester or to reuse content from a past semester. You can name it whatever you’d like, but make sure it’s easy to distinguish from your previous semester.

The following articles will help you optimize your semester's set up process, and will go over how to:

  • Reuse a past semester's timetable
  • Reuse content from a previous semester
  • View lessons from a previous semester
  • Save lesson plans to Resources for future use

Note: If you want to reuse lesson plan content from last yearplease use your web browser, as this feature is not yet available for mobile.

How do I reuse a past semester's content?

Sometimes when you start a new school year, your timetable looks similar or maybe even the same as past school years you've taught. Planboard allows you to re-create an existing semester's timetable and classes to help save you valuable time in your year over year setup. Copying a previous semester will also reassign any lesson templates, standards, and curriculum maps that were previously assigned to those classes, and you will have the option to copy over lesson and assessment content as well.

The following support article will show you how to copy a previous semester when creating a new planner in Planboard. For information on how to copy all lesson, unit or assessment content from one class to another, please read this support article.

Step 1: 

Click the gear icon in the top-right corner of the window, then click Semesters.

Step 2:

This will bring you to the Semesters page, where you can see the list of your previous semesters. Click the + Add Semester button.

Step 3:

Fill out the form with the appropriate data, including the name of your new semester and the start and end dates. Click Next when finished.

Step 4:

You will be given an option to create a new semester or copy a previous semester. Click on the Copy a previous semester option.

At the bottom, there will be a drop down menu for you to select the previous semester with the classes and timetable you would like to copy. Select a semester, then click Next.

Step 5:

Select which classes to be copied into your new semester and whether or not to copy over units, lessons, or assessment data. You can find more information about what can be copied over below.

Step 6:

Click Create and it will begin the copying process for the classes and materials you specified.

The copy will continue after you close this window, so you may perform other actions in your account while it processes. You may even edit your Timetable for the new semester to accommodate changes in your schedule, but any edits made to lessons or assessments while copying takes place may result in an unsuccessful copy.

Step 7:

You will receive a notification when the content has finished copying!

The following content will be copied over:

If including units...

  • Units and their content
  • Assigned standards
  • Attached curriculum maps (if your school is subscribed to our Curriculum solution)

If including lessons...

  • Lesson plan content
  • Lesson plan attachments
  • Assigned standards
  • If also copying units, any units assigned to lessons

If including assessments…

  • ‘Out of’ mark
  • Assessment weight
  • All Categories from the original section are brought over, and categories existing in the new section will get overwritten.
  • Original due dates will remain the same (remember to change due dates only once the assessments have been copied over successfully).
  • If your school is subscribed to our Assessment solution, you will have the option to change the visibility on assessments so that they do not appear in student and guardian feeds.

Note: Students will not be copied over with assessments, but can be enrolled through the class list in Markboard.

This feature does not currently exist in the iOS Planboard application.

This feature does not currently exist in the Android Planboard application.

How do I copy content from one class to another?

Copy Materials will bring in all lesson plan content, units, assigned curriculum, and assessments, from one class to another. You can do this whether it's for the same semester or a different one. This article goes over how to do this for an existing semester, but if you would like to copy over past materials when creating a new semester, please read this support article.

THIS WILL OVERWRITE ALL CONTENT IN THE CLASS YOU'RE COPYING TO. THIS CANNOT BE UNDONE.

Step 1:

Start by going to the Semesters page from the gear menu in the top right corner.

Step 2:

Click the Copy Materials button in the top right corner.

Step 3:

Select the semester and the class you want to copy from. Once you choose the semester you want to copy from, you'll then be asked to select which semester and class you would like to copy your content to.

Step 4:

Once you've selected a source and destination to copy to, you'll be asked to select what materials to copy.

Click the blue Copy button when you're ready. It may take some time to copy all the specified materials, but you will receive a notification when the copy has successfully completed.

The following content will be copied over:

If you're copying units...

  • Units and their content
  • Assigned standards
  • Attached curriculum maps (if your school is subscribed to our Curriculum solution)

If you’re copying lessons...

  • Lesson plan content
  • Lesson plan attachments
  • Assigned standards
  • If also copying units, any units assigned to lessons

If you’re copying assessments…

  • ‘Out of’ mark
  • Assessment weight
  • All Categories from the original class are brought over, and categories existing in the new class will get overwritten.
  • Original due dates will remain the same (remember to change due dates only once the assessments have been copied over successfully).
  • If your school is subscribed to our Assessment solution, you will have the option to change the visibility on assessments so that they do not appear in student and guardian feeds.

Note: Students will not be copied over with assessments, but can be enrolled through the class list in Markboard.

REMEMBER! THIS WILL OVERWRITE ALL CONTENT IN THE CLASS YOU'RE COPYING TO. THIS CANNOT BE UNDONE.

Any edits made to original lessons or assessments while copying takes place may result in an unsuccessful copy.

This feature does not currently exist in the iOS Planboard application.

This feature does not currently exist in the Android Planboard application.

How do I view my previous semester's lessons?

When trying to view your content for a past semester, you have three options: from the Semesters page, from the unit view, and from the day/week view of your Planboard.

From the Semesters page

Step 1:

Navigate to the Semesters page by clicking the gear icon in the top-right corner, then clicking Semesters.

Step 2:

Hover your mouse over your previous semesters to display the available options, as shown below:

Step 3:

Click the blue Planner button to be taken to the first week of lessons for that semester. You can now use the day/week view to navigate to surrounding lessons.

From the Unit View

Step 1:

Navigate to the Unit View, and then select which semester's lessons you'd like to view from the drop-down menu in the top-left corner.

Step 2:

That will change the semester to be the previous one, and you can now select a class from the dropdown.

Now, you will see a list of all the lessons for that class, for that previous semester. That's it!

From the Day/Week View

Step 1:

From the day or week view, navigate to the past dates of that semester! For example, if my Year 1 semester was in 2016 and it is currently 2017, navigate to a day/week in 2016 in Planboard and voila, it'll show your old lessons!

Step 1:

Tab on the date at the top of your planner view.

Step 2:

Navigate the calendar and tap on the date you wish to view.

Step 1:

Tab on the date at the top of your planner view.

Step 2:

Navigate the calendar and tap on the date you wish to view.

How do I save a lesson plan to Resources?

Your Resources application acts as storage for lesson plans and other content that you may wish to save for future use. To save a lesson plan to Resources is an easy process that takes a few minutes.

Step 1: 

Open up your Planboard page to the lesson you wish to save. For example, as shown below, I would like to save the lesson from Thursday, February 18 in my Grade 3 Math class. 

Step 2: 

Click on the Share button located beside the name of your lesson plan. 

Step 3: 

Click the Add to Resources button in this window.

Helpful Tip: For easy organizing within Resources, add tags to your lessons before sharing. You 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.

Step 4: 

The window will display that you have saved this lesson to Resources.

Note: It will say it has been "shared", but it has only been shared with you. 

You can now access your saved lesson plan by clicking Resources in the menu at the top of the page. 

This will redirect you to your Resources page where you will find your newly saved lesson plan. 

This feature is not yet available on mobile.

This feature is not yet available on mobile.

How do I save multiple lesson plans to Resources?

Your Resources application acts as storage for lesson plans and other content that you may wish to save for future use. To save multiple lesson plans or entire units to Resources is an easy process that takes a few minutes. 

Step 1:

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.

Step 2: 

Here you can use the various fields to select which lesson plans you would like to copy.

Note: You are not limited to sharing one week's worth of lessons at a time. You can use the Start Date and End Date options to expand the date range in which you are selecting and copying lessons.  

Note: You can change the name of your Group of Lessons to better organize them for your needs.

Step 3: 

Once you've finished selecting the name, unit, start and end dates you can select the lessons you want to save to Resources and click the Share button at the bottom of the pop-up window. 

Step 4:

Once you have selected the Share button, another pop-up window will appear. Click the Add to Resources button in this window.

Helpful Tip: For easy organizing within Resources, add tags to your lesson group before sharing. You 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.

Step 5: 

The window will display that you have saved this lesson group to Resources.

Note: It will say it has been "shared", but it has only been shared with you. 

Now that your resources have been shared, you can navigate to the Resources page from the clicking the Resources button inside the menu at the top of the page. 

When on the Resources page, you can toggle to the Lesson Groups view and there, you will find your new Lesson Group. 

This feature is not yet available on mobile.

This feature is not yet available on mobile.

How do I create a lesson plan within Resources?

You may want to create a lesson plan outside of your current timetable and not associated with a schedule. Perhaps you have a new subject next term and want to create material ahead of time or maybe your role is within the district and you create reusable lesson content for other teachers to import and use within their class.

Step 1:

Click Resources in the menu bar at the top of the page. Resources is where you will find all of the Lessons, Lesson Groups and other items that have been shared to you or that you have shared to others. To learn more about Collaboration and Sharing see this link.

Step 2:

In Resources, you can browse shared lessons, search for reusable items shared to you and create new reusable lessons to share with others. Click the Create a Lesson button.

Give your new lesson a title and select whether you want to begin with a template or start fresh with a blank page.

Step 3:

The final step is to add content to your new shared lesson plan. This is done the same way as in other areas of Chalk -- simply add text, images, video or other elements to the editing canvas. Don’t forget to add attachments from your computer or from Google Drive or link to external sites or resources on the Internet if appropriate.

Just as with other shared lessons you can import your new lesson into specific classes on your schedule. Either overwrite or shift existing lessons to accommodate your new lesson and you’re done.

Of course you don’t have to import your new shared lessons right away. You can plan entire units or classes directly within the Resources Portal and then, when ready, import them to Planboard to associate with relevant Standards and Curriculum.

This feature is not yet available on mobile.

This feature is not yet available on mobile.

How do I import lessons into Planboard from Resources?

This article will help you import saved or shared lesson plans from Resources into your Planboard!

Note: Sharing with your peers is only a feature if your school or team has a paid subscription with Chalk. Otherwise you will be importing lessons from your own saved lesson plans. 

Step 1:

Click the Resources button in the menu bar at the top of the page. You can also access this page by clicking the Import button from within the lesson editor.

Step 2:

Once in Resources, you can search for your lessons in a few different places. By selecting your Groups, you will view lessons shared within your district, school or team that you belong to as a whole. You can select “Everything” to see all lessons you have access to, “Shared with me” to see lessons shared directly to you, or search by selecting the Groups that you belong to.

Step 3:

Once you’ve found the lesson plan or lesson group you’re looking to import, more information will appear about the lesson on the right-hand side of the screen. This will tell you who the lesson has been shared with, the title and allow you to preview the lesson before you import it.

Select Import on the lesson plan.

Step 4:

Choose the calendar date of the lesson plan in Planboard you would like to import the shared lesson to.

Step 5:

Select the subject or section that you would like to import the lesson plan to.

Step 6:

If your target lesson plan is currently empty, you will skip to the next step. If the lesson date you are importing to already has content, you will need to decide whether you would like to append, shift or overwrite the current content on that date.

Append will add your imported lesson content after the existing content in your target lesson. Shift will move the content and all of the future content for that subject or section forward one day. Overwrite will replace the content in your Planboard for that date and subject, which will delete the content already there and cannot be undone.

After making your selection, click Confirm.

Step 7:

You’re done! A confirmation window will appear, and you can click View It Now to be taken to the imported lesson in Planboard.

Step 1: 

From the Day View or from within editing a lesson, open the options menu and select the Import Lesson option.

Step 2: 

This will bring up your list of resources. By default it will show all of the lessons available to you, and you can use the filters at the top to help you find a specific one.

Filter: Sharing Source

Tap the button that says "Everything" to filter resources by the source they were shared from. You can choose everything, resources shared to you, your own resources, and resources shared to any schools and groups you are a member of.

Filter: Tags

Tap the "Choose Tags" button to bring up a list of tags. You can search for specific tags or select them from the list of all tags shown. Tap on tags in the list to add them to the filter and tap on them again at the top to remove them from the filter. Once you have selected tags to filter by, tap the back button to go back to the list of resources.

Filter: Search

Tap the search button to search for a lesson by title. Simply input the title of the lesson you would like to find, or keywords related to it. 

Step 3:

Once you have found the lesson you would like to import, tap on it to bring up the preview.

Step 4:

After verifying that this is the correct lesson to import, tap the Import Lesson button to import it into your planner.

Step 5:

You can choose whether to overwrite the existing lesson in your planner or shift it forward. Once it is done importing, you will be taken back to where you were so that you can see the newly imported lesson plan.

Step 1: 

From the Day View or from within editing a lesson, open the options menu and select the Import Lesson option.

Step 2: 

This will bring up your list of resources. By default it will show all of the lessons available to you, and you can use the filters at the top to help you find a specific one.

Filter: Sharing Source

Tap the button that says "Everything" to filter resources by the source they were shared from. You can choose everything, resources shared to you, your own resources, and resources shared to any schools and groups you are a member of.

Filter: Tags

Tap the "Choose Tags" button to bring up a list of tags. You can search for specific tags or select them from the list of all tags shown. Tap on tags in the list to add them to the filter and tap on them again at the top to remove them from the filter. Once you have selected tags to filter by, tap the back button to go back to the list of resources.

Filter: Search

Tap the search button to search for a lesson by title. Simply input the title of the lesson you would like to find, or keywords related to it. 

Step 3:

Once you have found the lesson you would like to import, tap on it to bring up the preview.

Step 4:

After verifying that this is the correct lesson to import, tap the Import Lesson button to import it into your planner.

Step 5:

You can choose whether to overwrite the existing lesson in your planner or shift it forward. Once it is done importing, you will be taken back to where you were so that you can see the newly imported lesson plan.