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How to add a Template

To create a new template:
  1. From the Planbook Bar, select Templates.

  2. Click the Add (+) icon in the top-right menu.

  3. Enter a Title for the template.

  4. Select a Lesson Layout for the template. The template lesson layout typically match the lesson layout of the class(es) that will use the template.

  5. In the Class section, click the Add (+) icon.

  6. Enter class information for each class that will use the template:

    • Class - Name of class to apply the template

    • Days - Days of the week to apply the template

    • Date - Date range to apply the template

  7. Add template content into each desired section of the layout. You can add content to multiple sections in a single template.

  8. Click the Save (checkmark) icon in top-right menu to save the template.

To learn more about Templates, please refer to the Template Overview or watch our Video Tutorial.

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