There are three ways to create a plan:
Note: The following information only applies to plans at a service. We also have help articles dedicated to portfolio planning.
Creating a plan from scratch
On your Open plans page (in either your service's or room's planning area), tap Create a plan:
You'll then be asked what kind of plan you wish to start, a blank plan or a plan from one of your templates:
The share setting of the plan will be pre-selected to share with all educators by default. The plan can still be started privately if a shared plan is not appropriate. Simply click 'private plan, to be shared later' to create a private plan.
Choosing Blank (empty plan) will open a fresh new plan with nothing in it:
You will be asked to name your plan before you can edit it.
From here you can begin filling out your plan. At any point, you can save it as a template. Learn more about templates.
❗Important: Each plan has a media limit of 125 items.
This means across the cells and comments in each plan, there can be any combination of up to 125 images and/or videos. Once the limit is reached, the camera and video buttons on cells and comments will be greyed out and unable to be selected.
Duplicating an existing plan
If you have a plan you'd like to reuse, for example, a weekly planning template or a term plan structure you run each cycle, you can duplicate it instead of building it from scratch.
Duplicating a plan creates a new copy of the original plan, including all of its content (text, images, documents, and videos). The new plan appears in your Open plans area, ready to edit.
How to duplicate a plan
Navigate to your service's or room's Planning tab.
Find the plan you'd like to duplicate. You can duplicate both open and archived plans.
Select Duplicate.
A confirmation dialogue will appear. Tap Duplicate to confirm.
The duplicated plan will appear in your Open plans area with the same title as the original. You can then open it and edit the title, content, or any other details to suit your new planning cycle.
For more information on duplicating a plan, check out: Duplicate a plan.
Creating a plan from a template
You can create a plan from one of your templates in the same way. On your Open plans page, tap Create a plan, and when asked what kind of plan you wish to start, select the name of one of your templates:
The share setting of the plan will be pre-selected to Team plan, shared with all educators by default. The plan can still be started privately if a shared plan is not appropriate. Simply click 'private plan, to be shared later' to create a private plan.
Note: Multi-site organisations can designate planning admins at their services. These are admins at a service who can access all plans created there - the information here about private unshared plans does not apply to them.
A pre-populated plan based on that template will open:
From here you can begin filling out your plan.
When you save your plan, it will be saved to the area you started it in, e.g. if you started it in your service's planning area you will see your saved plan listed here, if you started it within a room, you will see it in your room plans list.
