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Planner Workflow

How to manage class pages, tasks, projects, and resources

Run day-to-day class operations by connecting class pages, student sharing, tasks, project tracking, and Drive resource review in one planner workflow.

Who this guide is for

Teachers coordinating class communication, prep work, and planning assets across the week.

Planlark class outline page with class notes, materials, and student sharing controls

By the end

Use Class Outline as the source of truth for class notes, materials, and student-facing page updates.

By the end

Separate short-cycle task execution from longer project planning without losing classroom context.

By the end

Review and apply Drive resource suggestions before linking them into lessons and units.

Step by step

The workflow to follow inside Planlark.

These steps are ordered to match how the planner works in practice, so later actions build on the context created in earlier ones.

1

Set class context in Class Outline

Open Class Outline to manage class-specific notes, materials, and students. Keep this context current so lesson planning, communication, and resource decisions stay anchored to the right class.

2

Publish and maintain student share pages

Use the class share controls to publish a student-facing page with recap notes and resource links. Update it as lessons progress so students always have the current reference view.

3

Track execution work in Tasks

Capture prep work, reminders, and deadlines in Tasks. Use status and due dates to keep today’s operational workload visible during active teaching weeks.

4

Use Projects for larger planning tracks

Create projects for multi-step work such as report cards, curriculum mapping, assessments, or parent communication. Projects help group related tasks and keep progress measurable.

5

Review Drive resource suggestions before applying

Open the resource review queue to accept or reject AI-matched resources. Approving intentionally keeps unit and lesson resources high quality instead of auto-linking everything.

Ask Lark

Prompts that fit this workflow.

Create a class share update for today and include the key resources.
Add task reminders for tomorrow’s prep and link them to my current project.
Review today’s Drive suggestions and apply only the high-confidence matches.
Related Planlark features

Features connected to this guide.

FAQ

Questions teachers usually ask here.

When should I use Tasks versus Projects?

Use Tasks for immediate action items and due dates. Use Projects when the work has multiple phases or spans several days and needs grouped progress tracking.

Should every suggested Drive resource be auto-applied?

No. Review suggestions first. Accepting only the right resources keeps lesson and unit materials relevant and avoids noisy attachments.

Early access

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