Manage programs

Use programs in Success Planner 2.0 to group related tasks into cohesive tracks, helping you manage and monitor student progress toward school, district, or state-mandated requirements. Published programs allow you to track aggregate progress at the program level while continuing to track individual task completion.

You can build custom programs from scratch or, for districts in select states (Arizona, Mississippi, and Colorado), adopt pre-built PowerSchool templates aligned with state CCLR, CTE, and Work-Based Learning benchmarks.

Review all programs

From Planner 2.0, select Task & Program Library. Then, select Program library.

Review program templates

1. From Planner 2.0, select Task & Program Library.

2. Select Program library.

3. Click Browse program templates.

4. Select a template name.

Create a custom program

1. Navigate to Planner 2.0 and select Task & Program Library.

2. Select Program library.

3. Click Create program.

4. Enter the program details.

   • The program status determines if you can track the tasks as a program. It does not determine if the group of tasks is assigned or unassigned to students. 

5. Select the tasks to include.

   1. Click +Add tasks.

   2. Select the tasks to include.

   3. Click Add.

6. Click Save.

Use a program template

1. From Planner 2.0, select Task & Program Library.

2. Select Program library.

3. Click Browse program templates.

4. Browse or search for a template.

5. Select the template name to review details.

6. Click Use.

7. Click Use template.

   • By default, (copy) is added to the program template title.

8. Update the program details as needed, including title, schools, included tasks, and more. Optionally, edit the program at a later time.

9. Click Save as draft or Publish & assign.

Edit a program

1. Navigate to Planner 2.0 and select Task & Program Library.

2. Select Program library.

3. Click the more icon (three dots) and choose Edit.

4. Update the program details.

5. Optionally, for a custom program, click Add tasks to add additional tasks.

6. Optionally, click the more icon (three dots) for a task and choose Edit or Remove.

7. Save changes by clicking Save as draft, Publish, Publish & assign, or Unpublish. Options vary depending on whether you are editing a custom or template program.

Publish or unpublish a program

1. Navigate to Planner 2.0 and select Task & Program Library.

2. Select Program library.

3. Click the more icon (three dots) and choose Publish or Unpublish.

   • Publishing a program allows the tasks to be tracked as programs. It does not automatically assign the included tasks to students.

   • Unpublishing a program does not unassign the included tasks.

Duplicate a program

1. Navigate to Planner 2.0 and select Task & Program Library.

2. Select Program library.

3. Click the more icon (three dots) and choose Duplicate.

4. Enter a Program title.

5. Optionally, update the program details.

6. Optionally, add, edit, or remove included tasks.

7. Click Save as draft or Publish.

Delete a program

1. Navigate to Planner 2.0 and select Task & Program Library.

2. Select Program library.

3. Click the more icon (three dots) and choose Delete.

4. Click Delete to confirm.