All CollectionsFeature GuidesPlanningPlanningHow to create and Manage PlansBy Educa1 author·4 articlesHow to Create a PlanCreate and share plans to set goals, link stories, and collaborate with teachers and families.Setting Up Planning TemplatesCreate or adapt planning templates that define plan sections, family visibility, and linking options. Best practice: copy an Educa template, tweak it, publish, then archive older versions to avoid changing…Plan VisibilityUnderstand who can see your plans, how visibility is controlled by templates, and how to keep certain content private from families.Archive or Delete PlansLearn how to archive plans, reactivate archived plans, and delete plans when deletion is available.
