PlanbookEdu Tip: Share Your Planbook

Posted by Matt on Fri, Nov 06 2009

Although only premium accounts can share their planbooks, anyone can view a shared planbook - you don't even need an account.

Sharing your planbook allows others to easily view your plans. Whether it's a colleague, principal or substitute, you can decide exactly what they can see and for how long. To get started you first need to click on "Share" in the main menu share-button You will brought to a page showing all the shares that you've created. your-shared-plans There are two options on this page: "Share Planbook" and "Planbooks Shared With You". We'll get to the second one in a moment. For now, clicking on "Share Planbook" allows you to setup the rules for sharing your planbook. Let's go through each of the options.

Which planbook do you want to share?

First you select which planbook you'd like to share. There may only be one in the list or you may have a bunch if you have a lot of planbooks. share-edit-planbook

What portion of your planbook do you want to share?

Next you select the date range you'd like to share. You can share your entire planbook (the default) or select a specific week or day. This is useful if you are sharing with a substitute and only want to share one day. share-edit-dates

How long do you want your shared planbook to be accessible?

The next option allows you to set how long you want your shared plan to be accessible. You chose when it will be expire by selecting one of the options: "1 Day", "1 Week", "1 Month", "1 Year" and "Never". For example if you set it to "1 Month", they will not be able to see your planbook 1 month and 1 day for today.

Who can see your shared planbook?

The "Access" option causes the most confusion. There are two choices: "Restricted" and "Open". If you set this to "Restricted" only people you chose will be allowed to see your planbook. You decide who sees it by entering their email in the next section. When that person attempts to see your planbook they will need to use the same email that you entered. Setting this option to "Open" allows anyone to see your planbook. This is useful if you plan on posting a link to your planbook on your website or blog. share-edit-access

How do I let people know I've shared my planbook?

There are two ways to do this. The first is to check the "Send notification email" checkbox. Then when you click "Save" an email will be sent to all the email addresses you entered in the "Emails" option. Note: Although we make every effort to deliver the email, because of various spam filters that may be running on the recipients email server we can not guarantee that it will reach them. share-emails If you set your shared planbook to be "Restricted" in the previous section you need to enter some email addresses, otherwise no one will be able to see it. If you set the previous option to "Open" you can use this option to send email notifications, but it won't have any affect on who can see your shared planbook.

Your shared planbooks

After clicking save you'll be brought back to the previous screen with your newly created shared planbook listed. You can make any changes by clicking "Edit" or remove the shared planbook by clicking "Delete". This will not delete your planbook, just the shared settings. The other important column is "Link". This is the web address that can be used to see your planbook. You can post the link on a website or blog, or send it in an email or IM. share-indexclick to enlarge

Planbooks shared with you

If you already have a PlanbookEdu account you can view all the planbooks shared with you by clicking on "Share" in the menu and then "Planbooks Shared With You". You'll be brought to a page with a list of all the planbooks that have been shared with you. share-with-you-indexclick to enlarge

That's It!

We hope you are enjoying the share feature! Let us know what your think by emailing us at feedback@planbookedu.com.

Posted in PlanbookEdu Tips

11 Comments

Susan said on Aug 21, 2010
I am using Planbook.edu for the first time, and for the most part, really like it. However, I do have a few suggestions I'd like to offer:
1) Improve the interface to be able to change color of font without having to use html.
2) Allow users to import small pictues that could be posted in the box.
3) Extend the grid lines all the way over to the left so the entries made in the far left column can be in grids like the plans.
4) Improve the conversion to a pdf so the text doesn't overlap.

Other than those things, I love it!
Larissa said on Dec 01, 2010
Have you considered making Planbook a way for teachers who team be able to plan together? It would be great to be able to collaborate with someone else rather than just see what they have shared.
Matt said on Dec 01, 2010
Hi Larissa,
Although the sharing is read only right now we do plan to add the ability to give others edit privileges in the future.

Thanks for the feedback.
Lanee said on Oct 03, 2011
Thanks! It would be a wonderful feature to be able to collaborate with others within the plan book.
$cott said on Jan 25, 2011
Just a heads up, "You will brought to a page showing all the shares that you've created" doesn't really make sense on the sharing tip section.
Gina said on Apr 20, 2011
I have been able to share with others successfully, but what can they do with them once they get them. I co-plan with a teacher who now needs to just copy them and use them as her own. Is this possibly?
Janie said on Aug 31, 2011
I agree with the person who wants to be able to share a plan and let another person use it as her own and add some things. How long will it be before this is possible? I'm an inclusion teacher and need to build off the classroom teacher's plans. If this sharing/edit thing becomes possible, it will be worth it's weight in gold! Please hurry this up. My whole school wants to order this service.
Kris said on Jul 13, 2011
I'd like to see a view available for specials teachers who teach the same thing all week (basically a view that shows me week 1, week 2, week 3, week 4) instead of Monday-Friday. My plan for each level doesn't change over the course of a week, but it would be nice to see what I have planned over the next several weeks without having to scroll through.
Matt said on Jul 14, 2011
Hi Kris,
Thanks for commenting. We are working on other views besides the weekly view. Daily will be ready first.

A Monthly view is tricky, especially for teachers with many different plans. We are working on a solution that will fit everyone's needs.
Suzanne Fryer said on Aug 14, 2011
Hi there.

I'm relieving for someone for the month of August and am trying to share my planbooks with my class but the planbook account thing has been set up to only start on the 1st of September - how do I change this so that I can share it for month of August? Thanks for you assistance :)
Karen said on Jan 08, 2012
Trying out your product and really like what I have been able to create so far. Before I purchase, I am wondering if it is possible to upload the planbook into another site (I'd like to be able to upload to AESOP- an online substitute scheduling system-to make plans available for a sub. Is this possible?

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