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ePortfolio: Creating a Plan

Created by imercado2@pace.edu (Unlicensed)
Last updated Nov 06, 2017

This tutorial will show you how to create a plan to track your goals.

Step-by-step guide


  1. After logging into ePortfolio, click the Content tab.
    Red box around Content Tab
  2. Click Plans.
    Red box around Plans
  3. Click New Plan. 
    Red box around New Plan
  4. Enter the title of your plan. You may also enter in a description. When finished, click Save Plan.
    Red box around Title, Description and Save Plan

  5. Now you may create a series of tasks, which represent smaller steps necessary to complete your plan. Click the New Task button to add a task.
    Red box around New Tast
  6. Add a title, completion date and a description of the tasks needed to complete the plan. Click Save task when finished.
    Red box around Title, Completion Date, Description and Save Task
  7. Repeat steps 5 and 6 whenever you wish to add a new task. To mark a task as completed, click the pencil icon across from the task.
    Red box around Edit Icon
  8. Turn the completed box to YES, and then click Save Task.
    Red box around Yes and Save Task
  9. Now a green check will appear next to the task.
    Red box around Completed Check Box


10. If a plan has not been checked as complete past the completion date, the task will turn red.
Red box around X


  1. Under the My ePortfolio tab, click Pages and Collections. Select the More... icon and then Edit at the bottom right corner of the page where you wish to display your plan.
    Red box around My ePortfolio tab and More... icon and Edit
  2. Click on the General tab of the Content Box. Select Plans and drag it anywhere on your page.
    Red box around General and Plans
  3. A pop-up window will appear, listing all the plans you have created. Click on the plan that you would like to display, then click Save.
    Red box around Plan Title and Save
  4. Your plan will now appear on your page.
    Plan on ePortfolio Page