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Planbook Knowledge Base

Welcome to Planbook’s Knowledge Base!

Whether you're a seasoned Planbook user or just getting started, this Knowledge Base is your go-to resource for everything you need to know about making the most out of our platform.

At Planbook, we understand that effective planning is the cornerstone of successful teaching. That's why we've curated a comprehensive collection of articles, guides, tutorials, and videos to support you in mastering the ins and outs of our planning tools. Whether you're looking for step-by-step instructions, troubleshooting tips, or creative ideas for maximizing the impact of your lessons, you'll find it all here.

Our goal is to empower educators like you to streamline your planning process, enhance collaboration, and create an engaging learning environment for your students. Take some time to explore the wealth of information available in our Knowledge Base, and feel free to reach out to support@planbook.com if you have any questions or need further assistance.

Interested in meeting with Planbook?  Let's connect!  Planbook offers a variety of professional development and virtual meetings to meet your needs.  Click this link to schedule today!


Knowledge Base

  1. New to Planbook? Start Here! →

    1. Getting Started with a Teacher Account
    2. Getting Started with an Administrator Account

  2. Account Information →

    1. Overview - Account Types
    2. How to connect to a Google Account
    3. How to connect to a School Account
    4. How to renew a Subscription
    5. How to renew a School Subscription

  3. Display & Navigation →

    1. How to set Brightness of Past Days
    2. How to enable Dark Mode
    3. How to add a School Day Counter
    4. How to show Student Birthdays
    5. How to show All Holidays

  4. School Years →

    1. Overview - School Years
    2. How to add a School Year
    3. How to delete a School Year
    4. How to add an Administrator School Year
    5. How to connect to an Administrator School Year

  5. Lesson Layouts →

    1. Overview - Lesson Layouts
    2. How to add a Lesson Layout
    3. How to apply a Lesson Layout to a Class
    4. How to apply a Lesson Layout to a School Year
    5. How to edit a Lesson Layout

  6. Classes →

    1. Overview - Classes
    2. How to add a Class
    3. How to schedule a Class
    4. How to create an Alternate Day Schedule
    5. How to select a Class Color

  7. Units →

    1. Overview - Units
    2. How to Create a Class Unit
    3. How to Create a Bank Unit
    4. How to connect a Lesson to a Unit
    5. How to Print (Send) a Unit

  8. Lessons →

    1. Overview - Lesson Actions
    2. Overview - Lesson Banks
    3. Overview - Resources
    4. How to add an Extra Lesson
    5. How to add a Standards Framework

  9. Templates →

    1. Overview - Templates
    2. How to add a Template
    3. How to apply a Template to a Class
    4. How to apply a Template to a Lesson
    5. How to remove a Template from a Lesson

  10. Events & Stickers →

    1. Overview - Events
    2. How to add an Event
    3. How to add a No School Day
    4. How to add an Event Notification
    5. How to add a Sticker to a Day

  11. Notes & To Do →

    1. Overview - Reminders Panel
    2. How to add a Note
    3. How to add a To Do
    4. How to add a Repeating To Do
    5. How to Print (Send) a To Do List

  12. Students & Views →

    1. Overview - Students
    2. How to create a Student View
    3. How to add a Student
    4. How to assign a Student
    5. How to create a Student Account

  13. Grades & Performance →

    1. Overview - Grades
    2. How to add Student Attendance
    3. How to add Classwork
    4. How to create Score Weights
    5. How to measure Learning Standards

  14. Share & Collaborate →

    1. Getting Started with Sharing
    2. How to add Permission for a Class
    3. How to share Class Lessons via Copy
    4. How to share Class Lessons via Link
    5. How to share Class Lessons via Replica

  15. Rostering & Single Sign On →

    1. Overview - Single Sign On (SSO)
    2. Overview - Rostering
    3. How to add Planbook to ClassLink
    4. How to add Planbook to Clever
    5. How to set up a ClassLink Data Sync

  16. All articles →

    1. Overview - Lesson Actions
    2. How to set Brightness of Past Days
    3. Overview - Classes
    4. Overview - Events
    5. Overview - Grades
    167 articles →

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