Table of Contents

For Counselors: Using Plans

Customer Support Updated by Customer Support

If your school assigns the same tasks each year or follows set milestones by grade level, Plans help you manage that process more efficiently.

With Plans, you can create tasks once, group and assign them by grade, and reuse them year after year without needing needing to start from scratch.

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Why Use Plans

Plans are tied to specific grade levels, making them ideal for managing recurring tasks and supporting key student milestones.

Students who join mid-year are automatically assigned any tasks from published Plans for their grade. You can also build Plans in advance and wait to publish them when you're ready to assign. At the end of the academic year, Plans move to draft status so you can review and update them before publishing to the next grade level after rollover.

If your school is part of a district that uses Scoir's network services, Plans can be created and published across schools by district admins to ensure consistency and reduce duplication. Talk to your admin about whether network-managed Plans are a good fit for your district.

Create a Plan

Plans are for students only. To assign a task to parents or guardians, create a standalone task, which can be assigned to both students and parents as needed.

To create a Plan:

  1. Go to Assignments > Plans.
  2. Click +Add Plan.
  3. Enter the Plan title, optional description, and select the target grade level.
  4. Click Create to open the Plan Overview.
  5. From the Plan Overview, click +Add Tasks to begin building your Plan. You can create tasks and include forms directly within the Plan and schedule them to appear later by setting future start dates.

Created a Task outside the Plan?Just duplicate it in.

Once your Plan is created and Tasks are added, it remains in draft. Tasks aren't assigned to students until you publish the Plan.

Publish a Plan

Publishing a Plan makes its tasks and any included forms visible and assigned to students in the selected grade level.

We recommend publishing only when task dates fall within the current academic year. If you're planning ahead, it's fine to add tasks with future dates—just hold off on publishing until after rollover.

To publish a Plan:

  1. Go to Assignments > Plans.
  2. Click the Plan name to open the Plan Overview page.
  3. Click Publish in the top right.

After publishing:

  • All included tasks are assigned to students in the selected grade
  • Any tasks with a future start date won’t appear until that date arrives

Edit a Plan

You can edit both draft and published Plans at any time, including adding or updating tasks.

However, once a Plan is published, its grade level can’t be changed. If the Plan was created at the district level, only district admins can make edits.

To update Plan details:

  1. Go to Assignments > Plans.
  2. Click the action menu (•••) to the right of the Plan and choose Edit Plan, or open the Plan and click the pencil icon.
  3. Make your changes and click Save.

To edit or delete Tasks within a Plan:

  1. Open the Plan
  2. Click the action menu (•••) next to the Task
  3. Select Edit Task or Delete Task

Delete a Plan

When you delete a Plan, all of its tasks are also deleted. If the Plan is published, deleting it will also remove all student assignments. This means that students who had access to the tasks won't be able to see them once the published plan is deleted.

To delete a Plan:

  1. Go to Assignments > Plans.
  2. Click the action menu (•••) to the right of the Plan, select Delete Plan and confirm.

Duplicating Tasks in a Plan

You can duplicate tasks to reuse them elsewhere, either as standalone tasks or into other Plans.

To duplicate a Task:

  1. Open the Plan containing the Task you want to duplicate.
  2. Click the action menu (•••) next to the Task and choose Duplicate Task.
  3. Choose where to duplicate it:
    1. No Plan – The task will be duplicated as a standalone task and will appear in your Tasks tab. This is useful for smaller student groups, parents/guardians, or tasks that don’t belong in a Plan.
    2. Into another Plan – Add it to any existing Plan
  4. After duplicating, the task opens in the editor where you can make any changes. The task will start with the title "[Original Task Name] (Copy)," so you may want to rename it. Once you’ve made your changes, just click Save.

Assignment Behavior:

  • If duplicated into a published Plan, the task is immediately assigned to students in that grade level
  • If duplicated into a draft Plan, it will be assigned when the Plan is published
  • If duplicated as a standalone Task, you choose when and to whom it’s assigned

Archive Tasks in a Plan

Archiving a task stops it from being assigned to future students, while still allowing current students to view and complete it.

Tasks cannot be unarchived at this time.

To archive:

  1. Open the Plan containing the Task you'd like to archive.
  2. Click the action menu (•••) next to the Task and select Archive Task

Once archived:

  • Students can still see them by toggling "Show Archived" on their dashboard and they can still mark it complete/incomplete
  • You can still access all historical data

Export a Plan

To download a list of assigned students and task completion data:

  1. Go to Assignments > Plans
  2. Click the Plan name you'd like to export
  3. Click Export near the top right

This will generate a CSV with student names and task statuses.

Accessing District Plans

If your school is part of a district that has published Plans, you can view them by turning on the Show network-managed plans toggle in your Plans dashboard.

As a counselor, you cannot edit or delete district plans, but you can send reminders to your students about them.

Managing Plans After Rollover

Rollover takes place between late June and mid-July, marking the official start of the new academic year in Scoir. Seniors become alumni, and all other students advance to the next grade level. Since Plans are tied to grade levels, rollover affects how they're managed.

What happens to my school's Plans after Rollover?

When rollover occurs, all active Plans automatically move into draft, so you can review and update them for the next group of students before publishing again.

Here’s what you can expect:

  • Tasks remain intact and are marked as pending
  • Due dates shift forward by one year automatically
  • All Task content is preserved, including descriptions, attachments, forms, and links
  • Nothing is assigned to students until you publish the Plan again
  • Unpublished Plans remain unchanged and do not carry over

What happens to Tasks from the previous academic year?

Tasks from earlier academic years remain visible and unchanged. You can find them by viewing the Plan’s Academic History and selecting the previous year.

  • Incomplete tasks will still show up in students’ outstanding assignments list
  • If you don’t expect students to complete them, you can archive those tasks to help them focus on what’s current.

You can still send reminders or make edits to tasks from a previous academic year, but both actions will only affect the students who were originally assigned those tasks.

What do I need to do?

Once Plans are in draft, take a few moments to review and update them before publishing them again. Any edits will only apply to the new group of students, not those who were assigned the Plan in the past.

Here are some updates to consider:

✔ Edit Task descriptions or attachments to reflect updated details or new resources

✔ Adjust due dates as needed. They’ll auto-update by one year, but you may want to update them based on your current timeline.

✔ Review Forms included in Tasks:

  • To collect new responses without affecting historical data, duplicate the existing Form and swap it into the Task.
  • If you plan to make changes to a Form, keep in mind that those changes will apply to past responses as well—duplicating it first is the safer option.
  • If you plan to keep the same Form, all past and future responses will remain stored together in one place for easy reference.
💡 For districts and networks: District-managed Plans also move into draft after rollover. District admins should review and update them, then publish to assign the updated Plans to the appropriate grade levels across schools.

Frequently asked questions

How do Plans work?
When you start, you'll create a Plan and add tasks for students at specific grade levels. Each task can have a form to collect information from students. Once published, students can start their tasks right away (unless there's a future start date), and you can keep an eye on their progress in real-time. Students who join mid-year will automatically get all the plans for their grade level. The only students not included when you publish a plan are disenrolled students. Any new tasks added to a published plan will be automatically assigned to the right students.

At the end of the academic year, when rosters roll over, and students get bumped up to the next grade level, the history will be maintained, and the plan tasks will be available to be reviewed, updated, and published for the new class of students.
Can I continue to add tasks to a Plan after it's published?
Absolutely! Any new tasks added to a published plan will automatically assign those tasks to the appropriate group.
Will new students who enroll during the class year have access to Plans?
Yes, new students who join mid-year will automatically get all the plans for their grade level. The only students not included when you publish a plan are disenrolled students.
Why would a District or Network set up Task Plans instead of a middle or high school?
Setting up a task plan at the network level is an opportunity for the Network to standardize task assignment and data collection through forms for all schools. This will also eventually enable this history to transfer with students if they move to a different high school in the network

Additional resources

For Counselors: Create and Assign Student Tasks

For Counselors: Using Forms

For Students: Access and Complete Your Assignments

How did we do?

For Counselors: Create and assign Tasks

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