--- title: Setting Up Observations in myFolio description: Setting Up Observations in myFolio. --- [![Folio Site Logo 250 x 100 px](https://blog.foliocollaborative.org/hs-fs/hubfs/Folio%20Site%20Logo%20250%20x%20100%20px.png?width=175&height=70&name=Folio%20Site%20Logo%20250%20x%20100%20px.png "Folio Site Logo 250 x 100 px")](https://foliocollaborative.org/) [![Folio Collaborative company logo](https://blog.foliocollaborative.org/hs-fs/hubfs/Logos/Folio_ColoronTrans_Full%20lockup%20horz.png?width=1801&height=1500&name=Folio_ColoronTrans_Full%20lockup%20horz.png "Folio Collaborative company logo")](https://foliocollaborative.org/) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. - [Speak with an expert](https://meetings.hubspot.com/alaena1/consultation-call) - Solutions - [Our Approach](https://foliocollaborative.org/our-approach) - [Platform](https://foliocollaborative.org/solutions) - [Professional Learning](https://foliocollaborative.org/professional-learning) - [Research](https://foliocollaborative.org/the-state-of-faculty-growth-in-independent-schools) - [Events](https://45568612.hs-sites.com/folio-events) - [Resources](https://blog.foliocollaborative.org) - [Newsletter](https://info.foliocollaborative.org/the-folio-quarterly-professional-growth-delivered) - [Members](https://foliocollaborative.org/member-schools) - About - [Board of Directors](https://foliocollaborative.org/board-of-directors) - [Advisory Board](https://foliocollaborative.org/advisory-board) - [Team](https://foliocollaborative.org/team) - [Company](https://foliocollaborative.org/about-2) - [Careers](https://foliocollaborative.org/about-2#careers) - [Contact Us](https://foliocollaborative.org/contact) # Setting Up Observations in myFolio by [Folio Support](https://blog.foliocollaborative.org/support/author/folio-support)   |   Jul 10, 2026 Setting up Observations on the myFolio platform is a multi-step process including toggling on specific Focus Settings, naming, and setting dates.  [Milestones and Observations Update](https://biteable.com/watch/4434689/ad7371ee7e631e5334037b7ccd1959d4) on [Biteable](https://biteable.com). ### **How to Set-Up Classroom Observation Milestones** 1. Access the Customization Manager by clicking "Manage" then "Customizations. In the Customization Manager, toggle on the Observation Focus. ![Setting Up Classroom Observations in Folio ()\_Screen\_Shot\_2022-01-24\_at\_4\_PM](https://blog.foliocollaborative.org/hs-fs/hubfs/Support%20Article%20Images/Setting%20Up%20Classroom%20Observations%20in%20Folio%20()_Screen_Shot_2022-01-24_at_4_PM.png?width=672&height=73&name=Setting%20Up%20Classroom%20Observations%20in%20Folio%20()_Screen_Shot_2022-01-24_at_4_PM.png) 2. On the Milestone Manager page, add up to five Observation Milestones. Label each Observation and assign a due date. Click Update to save any changes. ### **How to Set-Up Observation Focus Settings** The “Focus” of Observation can be set for individual teachers (or as described below, for multiple teachers at once.). For an individual teacher: 1. As a supervisor or Folio School Admin find the teacher on your Roll Call page.   2. In the “Focus” column, click the “Manage Focus Settings” link.  You can see the current Focus Setting for the teacher in this column as well.  If it says “Not set for 'XX - 'XX”, this means no Focus has been set for this teacher. ``` ```   1. The “Manage Focus Settings” link will take you to the Focus Setting page.  Check the checkbox for the Classroom Observation(s) you want the teacher to have. 2. Click the “Update “ button to save your changes. ``` ```   For multiple teachers at once, follow these steps: 1. Click "Manage" then "Focus Settings." 2. Use the filters near the top of the page to select the teachers you want to set the focus for.  This could be direct reports of a specific supervisor, members of a group you are a Group Viewer for, or just your direct reports.   ``` ```   1. Click one or more of the “Mass Update” buttons to set the Focus for filtered teachers. 2. Click the “Update” button to save your changes. ``` ```   To create an Observation Note for a teacher (once they have the Focus of Observation) follow these steps: 1.  As a Supervisor or Group Viewer, find the teacher on your Roll Call page. 2. Click the “Add Note” drop-down in the teacher’s row. ``` ```   1. You will be taken to the Observation Note where you can add the details of the observation.     #### About the author Folio Support [Follow me on my website](https://blog.foliocollaborative.org/support) [Follow me on LinkedIn](https://www.linkedin.com/company/foliocollaborative/) The team behind technical support to myFolio! Create a Support Request using this link: https://share.hsforms.com/1NC3Yt6naRIylsT4ofVlUHQr4oys Topics:   [Notes](https://blog.foliocollaborative.org/support/tag/notes) ,   [Milestones](https://blog.foliocollaborative.org/support/tag/milestones) ,   [myFolio Admin](https://blog.foliocollaborative.org/support/tag/myfolio-admin) ,   [Supervisors](https://blog.foliocollaborative.org/support/tag/supervisors) ### Related posts [Professional Development Approval Process](https://blog.foliocollaborative.org/support/pd-approval-process) [How to Submit Professional Development on myFolio](https://blog.foliocollaborative.org/support/how-to-submit-pd) [Setting Up the Professional Development Workflow](https://blog.foliocollaborative.org/support/professional-development-workflow) [Completing Your myFolio Profile](https://blog.foliocollaborative.org/support/completing-your-myfolio-profile) [Activity Log](https://blog.foliocollaborative.org/support/activity-log) [myFolio Reporting Dashboard](https://blog.foliocollaborative.org/support/reporting-dashboard) [myFolio Notifications](https://blog.foliocollaborative.org/support/myfolio-notifications) [Mindful Minute](https://blog.foliocollaborative.org/support/mindful-minute) [myFolio Student Survey Implementation FAQ](https://blog.foliocollaborative.org/support/myfolio-student-survey-implementation-faq) ©  2026 COPYRIGHT Folio Collaborative. 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