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How to Create a Bank Unit

Lesson Banks provide a way to capture lessons and units that are independent of any specific class or dates. Banks can also provide a central repository for your classes, units, and lessons. Rather than replicating lessons into each class and year of your plans, you can store the lessons once in a bank, and then simply link them into your schedule as needed. Bank Units allow you to easily organize your stored lessons.

To add a new unit to a lesson bank:

  1. From the Planbook Bar, select Units.


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


  3. Enter a Unit ID for the unit. Unit ID is a "quick reference" code for the unit, and we encourage using numbers (1, 2, 3, …) to show unit order.


  4. Enter a Unit Title for the unit.


  5. If desired, click the Pick Color (palette) icon to select a new color for the unit.


  6. Use the Class dropdown to select a bank for the unit. Banks will be noted by B in a blue circle.


  7. Add content to each lesson section as desired. Content added to lesson sections will be available to show in all lessons connected to the unit.


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


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