Success Planning in Naviance Student

Success Planning Reference Guide.docx

Use the Planner features in Naviance Student to:

• Review past and upcoming tasks and to-dos.

• Manage assigned tasks.

• Create and manage goals.

• Create and manage to-do list items, including those created in Naviance Curriculum.

From the Naviance Student homepage, you can:

• Review Tasks from My School for those with an upcoming due date. By default, Naviance displays three upcoming tasks or to-dos. Click See All in My Planner for a complete list.

• Check Messages for reminders about an upcoming task due date if your school sends deadline reminders.

Parents and guardians with a Naviance Student account can review their student's goals and tasks and comment on them. Parents and guardians cannot add or complete tasks, to-dos, or goals on behalf of their students.

Planner Home

1. Select Planner and then select Planner Home to display the Tasks Assigned to Me page.

2. From My Tasks, review:

   • Tasks you Need to Work On

   • Tasks you've Completed

   • Overdue

   • Tasks for Future Grades

3. Select a task name to display the task details.

4. Optionally, from the task details:

   • Select the link to be redirected to the task activity.

   • Click Raise Hand to ask your counselor or teacher a question about the task.

   • Enter a Comment and then click Add Comment to share a comment with your counselor, teacher, parents, and guardians.

   • Click Define your next to-do to add a to-do list item to help you stay on track and reach your goal.

   • Click Mark as Done if your school has instructed you to mark the task complete manually.

   • Download a document.

   • Attach a file related to the task.

The file must be 10MB or less. Naviance supports the following file types:

• PPTX, PPT, XLSX, XLS, DOCX, DOC

• MP4, WMV, MOV

• WAV, MP3

• JPG, PNG, GIF

• PDF

• ZIP

Naviance does not support MAC documents.

Goals

Create goals for yourself and keep track of your progress in achieving them.

Create a Goal

1. Select Planner and then select Goals.

2. Click Add and select a goal category.

3. Enter the information and then click Add.

4. Optionally:

   • Enter a Comment and then click Add Comment to share the comment with your counselor, teacher, parent, and guardian.

   • Click Define Your Next Step and add a to-do list item to help you stay on track and reach your goal.

Manage a Goal

1. Select Planner and then select Goals to display any goal categories.

2. Optionally:

   • Click the comment icon, enter a comment, and then click Add to share it with your counselor.

   • Click the edit icon, edit the goal details, and then click Save.

   • Click the delete icon and then click Delete.

   • Click the goal name and then click Mark as Done.

To-Dos

Use the To-Do feature to add and manage action items to complete.

1. Select Planner and then select To-Dos.

2. Click add.

3. Enter the to-do details and then click Add.

After creating to-dos, use the sort and filter options to organize your to-do list.

You can also review any to-do list items created in Naviance Curriculum lessons.

Calendar View

Use the calendar feature to display upcoming due dates for to-dos and tasks in a calendar.