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Create and Customize Templates

Scott Ames-Messinger avatar
Written by Scott Ames-Messinger
Updated over 3 months ago

Create a Template

  1. Open the Settings Menu

  2. Click on "Templates"

Shows the Settings Menu on your planbook page.

3. Go to a class and click "Choose a Template"

Shows what your screen will look like once you are on the templates under Planbook Settings.

4. You will then see a selection of options, click "Create My Own" to make your own template.

Shows the options that appear on your screen when you select Choose a Template.

5. In the bottom right corner of your screen there will be a "My new template" card.

Shows what your new template might look like in the bottom of your screen before you customize it.

6. Once here, you can change the name of your template by clicking the "My new template" text at the top. You can also add standards or cards to your template.

7. Next, click "Done" and you will be taken back to the "Planbook Settings" page. Here, you can add more templates or click the "X" in the top right corner to be taken back to your planbook.

A Note on How Templates Work:

When you edit a template, any changes you make will not affect lessons you've already edited. Even if all you did was type a space in a lesson, once you've edited it, it will not longer be updated if you update its template.

Cc works this way to ensure that changing your template doesn't accidentally overwrite and delete lessons that you've spent hours working on.


Customize Template

  1. Open the Settings Menu

  2. Click on "Templates"

Shows the Settings Menu on your planbook screen.

3. Go to a class and click "Customize" on the right side of the box.

Shows what you template page may look like and where the Customize buttons are.

4. Once clicking "Customize" then your current template will appear in the bottom right corner.

Shows an example of what your current template may look like.

5. Once done customizing, click "Done" at the bottom of the box.

When I update a template, will it affect all of my lessons?

No, when you update your template Cc only updates blank lessons that you haven't touched yet. That way, you won't lose any work if you happen to plan a lesson, and then later you decide to update your template! If you accidentally typed something in a lesson but you don't care about it and you want the lesson to update to your new template, try the "replace with template" button.


Delete a Template

  1. Open the Settings Menu

  2. Click on "Templates"

  3. Under "Sort Templates By" click "Template Name"

Shows what your Planbook Settings page looks like under Templates when you sort by Template Name.

4. Deselect the classes from the template that you wish to delete

If you do not do this, then a message saying "This template can't be deleted until it's removed from the classes that are using it" will appear on your screen.

5. Your screen should look like it does under "My new template" once all classes are deselected.

Shows what your screen looks like when you deselect classes from a template.

6. Click "Delete" and then click the "Are you sure?" button.

Shows what your screen looks like when you are deleting a template.

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