Profile Customizations
Within the Customizations Menu, myFolio admin can customize user Profiles with...
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Support Articles
Customization Manager
October 23, 2026
The Customizations Manager gives schools the ability to customize Profile...
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Professional Development Approval Process
July 21, 2026
The myFolio platform has a built in approval workflow to track professional...
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How to Submit Professional Development on myFolio
July 21, 2026
The myFolio platform streamlines the Professional Development process by...
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Setting Up the Professional Development Workflow
July 21, 2026
The Professional Development (PD) feature on myFolio provides staff and faculty...
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Completing Your myFolio Profile
July 15, 2026
How-to Complete Your myFolio Profile Updating Your Profile - Faculty and Staff...
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myFolio Reporting Dashboard
July 13, 2026
The Reporting Dashboard provides a clear snapshot of your school’s professional...
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myFolio Notifications
July 13, 2026
myFolio users receive a variety of notifications throughout the school year,...
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Mindful Minute
July 13, 2026
The Mindful Minute feature allows myFolio Admin to check-in with users, gather...
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myFolio Student Survey Implementation FAQ
July 13, 2026
myFolio Student Survey Implementation FAQ
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Community Feed Summary Email
July 13, 2026
myFolio users have the option of subscribing to an email digest of their...
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Student Surveys
July 13, 2026
Before implementing student surveys we recommend that you first consider why...
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Adding or Updating a Profile Picture
July 13, 2026
How-to Add or Update Your Profile Picture
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Clearing myFolio Cookies (Chrome browser)
July 13, 2026
myFolio users may reach an error page due to corrupted internet cookies. Here...
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Shining a Spotlight
July 13, 2026
The Spotlight feature allows users to send praise and recognition to...
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How to Download myFolio Profile, Goals, and Notes
July 13, 2026
myFolio allows users the capacity to export a copy of their profile data,...
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How to Request Peer Surveys
July 13, 2026
Supervisors, Group Viewers, and myFolio Admin can send Peer Surveys for any...
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Notifications for myFolio Admin
July 13, 2026
myFolio admin receive and have control of a variety of notifications throughout...
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Navigating a Workspace
July 13, 2026
Workspaces in myFolio provide flexibility around assigning Folio professional...
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myFolio Homepage
July 13, 2026
The Homepage of myFolio acts as a landing page where users are able to view...
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Navigating the Roll Call Page
July 13, 2026
From the Roll Call page, users can access a comprehensive overview of Milestone...
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The School Manager Page
July 13, 2026
The School Manager page on the myFolio platform contains settings related to...
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Who Can See Your Goals
July 13, 2026
In myFolio, the visibility for user Profiles, Notes and Goals is controlled by...
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Groups and Group Viewers
July 13, 2026
Groups allow specific users called Group Viewers to gain full access to another...
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Relationships
July 13, 2026
Relationships are used in Student, Supervisor, and Peer Surveys to create...
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Managing User Invitations to View Profile
July 13, 2026
myFolio users have the capacity to invite colleagues and school personnel to...
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Year End Reflection Custom Form
July 13, 2026
myFolio Admins have the capacity to customize the Year End Self-Reflection...
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Creating a Note Template
July 13, 2026
The myFolio Platform allows schools to create pre-formatted text employees can...
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Setting Up Observations in myFolio
July 10, 2026
Setting up Observations on the myFolio platform is a multi-step process...
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How to Customize the Goal Manager
July 10, 2026
Through the Goal Manager Menu, myFolio Admin can set welcome language and...
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How to Write a Goal
July 10, 2026
Goal setting is central to the Folio Growth Process. Users may set multiple...
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Goals Report
July 10, 2026
Supervisors and myFolio Admins can see the detail of employees' Goals on the...
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How to Respond to a Mindful Minute
July 9, 2026
The Mindful Minute feature is used to check-in with users, gather feedback, and...
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How to View Received Spotlights
July 9, 2026
The Spotlight feature allows users to send praise and recognition to...
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Viewing Spotlight Data
July 9, 2026
Sent and received Spotlight data is visible to the Supervior of the employee as...
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Logging in to myFolio
July 9, 2026
Follow these steps to log in to your myFolio Collaborative account:
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Goals for Faculty and Staff
July 9, 2026
Goal setting is central to the Folio Growth Process. Users may set multiple...
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Goals for Supervisors
July 9, 2026
Goal setting is central to the Folio Growth Process. Users may set multiple...
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How to Create a Goal Template
July 9, 2026
Goal Templates enhance the Goal Setting Process by allowing users to customize...
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How to Edit or Delete a Goal
July 9, 2026
The myFolio platform allows users to edit or delete their Goals two different...
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How to View Goals & Notes from Previous Cycles
July 9, 2026
The myFolio platform defaults to display only the Goals and Notes for the...
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How to Write a Note
July 9, 2026
Notes fulfill Milestones set by the school in myFolio. The five Note types are...
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How to Comment on a Note
July 9, 2026
After a Note has been published, the Author, the Recipient, and the Recipient's...
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How to Set-Up Collaborations
July 9, 2026
Collaborations in myFolio are designed to increase collaboration while still...
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How to Request a Collaboration
July 9, 2026
Collaborations in myFolio are designed to increase collaboration while still...
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How to Use the Community Feed
July 9, 2026
The Community Feed in myFolio allows school community members to share...
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Focus Settings
July 9, 2026
Focus Settings provide myFolio admins the ability to assign employee-specific...
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Permissions
July 9, 2026
The Permissions Manager page allows the myFolio Admin to assign the three...
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myFolio Roles: Supervisors, Collaborators, and Groups
July 9, 2026
Users within myFolio can have a variety of roles assigned to them. The two...
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How to Manage Your myFolio Cycle
July 9, 2026
Each account on the myFolio platform has a designated school Cycle to organize...
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Bulk Importing Employees
July 9, 2026
Employees can be added to myFolio in one of two ways: manually (one-at-a-time)...
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Adding, Editing and Deleting Employees in myFolio
July 9, 2026
In addition to importing a csv file, employee profiles can be created manually...
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Milestones and the Milestone Manager
July 9, 2026
Milestones are school-wide events/action items within myFolio with set due...
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Draft Notes
February 19, 2026
myFolio users have the ability to save Notes in draft form before publishing...
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Employee-Originated Notes
November 10, 2025
myFolio users have the ability to write self-reflective, Goals Meeting,...
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