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.

The following video will show you how to reuse existing content from a previous school year. This is especially useful if you are teaching the same subjects as a previous year.

How do I reuse a past semester's timetable?

Sometimes when you start a new school semester, your timetable looks similar (or maybe even the same!) as past semesters you've taught. Planboard allows you to re-create an existing semester's timetable and subjects so once you've setup once you never have to start from scratch!

Here's how to Reuse the timetable of a previous semester!

Step 1: 

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

This will bring you to the Semester Settings, where you can see the list of your previous semesters, as well as the option to Add Semester +.

Step 2: 

Select Add Semester +. The popup options to "Create a New Semester" or "Reuse a Previous Semester" will appear. Select "Reuse a Previous Semester". 

Step 3:

Fill out the form with the appropriate data, including the name of your new semester and the start and end dates. At the bottom, there will be a drop down menu for you to select the previous semester with the timetable you would like to copy.

Note: Keep in mind, this will not copy the standards, lesson plans or units. Only the time table! If you want to reuse past lesson planning content as well, here are further steps to do so using our Copy Section feature!

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 reuse content from a past semester?

Copy Section will bring in lesson plan content and assigned curriculum, as well as assessments, from one section to an other. You can do this whether it's for the same semester or a different one. 

THIS WILL OVERWRITE ALL CONTENT IN THE SECTION(S) YOU'RE COPYING TO. THIS CANNOT BE UNDONE.

The following tutorial will show you how to combine Copy Section with a timetable from a previous semester, which is useful if you are teaching similar subjects from year to year. For step-by-step instructions on just the Copy Section feature, continue reading.

Step 1:

Start by going to the Semesters page from the gear menu in the top right corner. From there select 'Copy Section' in the top right.

This will open up the window shown below where you can customize what you'd like to copy:  

Step 2:

Select the semester and the section 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 section you would like to copy your content to.

The following content will then be copied over:

If you’re copying lessons...

  • Lesson plan content
  • Lesson plan attachments
  • Assigned Curriculum
  • Units and their content

If you’re copying 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.)

Students will not be copied over with assessments.

REMEMBER! THIS WILL OVERWRITE ALL CONTENT IN THE SECTION(S) YOU'RE COPYING TO. THIS CANNOT BE UNDONE.

Any edits made to original 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 two options: from the unit view and from the day/week view of your Planboard.

Unit View

Step 1:

Navigate to Unit View, and then click on the left arrow beside the date.

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!

Planboard 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 Friday, May 10 in my grade one language arts class. 

Step 2: 

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

Step 3: 

In the pop-up window where it says Enter emails, type the email address that is associated with your own Chalk account. 

Select your email once it appears in the drop-down box. 

Step 4: 

Click the Share button to save this document to your Resources.

Step 5: 

You will receive this notification on the bottom left corner of your browser window to let you know that your lesson plan has now been saved to your resources.

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

Step 6: 

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:

Open up your Planboard page and select the Week view option. Here, you can get an overview of your lesson plans for the entire week. This makes it easier to save large sections of lesson plans at once. 

Step 2: 

From the Week view, select the Share button in the top right hand corner. This will trigger a pop-up window on the centre of your screen. 

Step 3: 

Here you can use the various fields to select which lesson plans you would like to copy. For example, I would like to copy the lessons from my English 9 Academic section, between the dates of 2020-03-30 to 2020-04-03. Thus, I am selecting the lesson plans from an entire week. 

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 4: 

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

Step 5:

Once you have selected the Share button, another pop-up window will appear. In this pop-up window where it says Enter names or groups, type the email address that is associated with your own Chalk account. Once you begin typing, the window should automatically recognize your email and you should be able to click on it and select it. 

Step 6: 

Once you have selected your own name and email address, you can select the Share button in the bottom left hand corner of the window. 

Step 7: 

Once shared, you will receive this notification in the bottom left corner of your screen. 

Step 8:

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. 

Step 9: 

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 in Resources, into your Planboard!

Note: Sharing with your peers is only a feature if your school has a paid Solution 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.

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 or School 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.

Step 4:

Select Import on the lesson plan.

Step 5:

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

Step 6:

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

Step 7:

Decide whether you would like to Overwrite or Shift the current content on that date. Overwrite will replace the content in your Planboard for that date and subject. This will delete the content already there and it cannot be undone. Shift will move the content and all of the future content for that subject section forward one day. If your lesson plan is currently empty, select Overwrite.

Step 8:

You’re done! A quick confirmation will appear in the bottom left corner, and the imported lesson will now appear in your 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; 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; 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.