Support

Support

Use the table of contents below to browse support articles walking you through the set up and usage of Teachly.

If your school (e.g. HKS, HSPH) is part of an existing Teachly pilot, please contact your local ed tech administrator for help.

If your Harvard school is not part of an existing pilot, please contact academictechnology@harvard.edu.

If you are a Teachly user from outside the Harvard community, please do not hesitate to contact us at teachlyhelp@gmail.com.

Course Set-up

If you are a Harvard Teachly user, we highly recommend you create your new Teachly course in Canvas.

If you are not setting up via Canvas, when you first log in to Teachly, you’ll be guided through the steps to set up your course. Click “Create a new course” to begin.

Create your course

In Step 1 of the course set-up process, you will submit the name of your course, the start date, and the end date. When naming your course, please use the official course name and number such as “API-XXX Statistics.”

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Add your Teaching Assistant(s)

During Step 2 of the course set-up process, you will be asked to input the first name, last name and email of your teaching assistant. By submitting this information, your teaching assistant will be able to to log into Teachly to help with the remainder of the course set-up process. Teaching assistant access is automatically deactivated 60 days after the end of the course. A faculty member can reinstate the access if needed.

You are able to add multiple teaching assistants at this time or you can skip the step to add your teaching assistant later. When you add a teaching assistant, their name will appear in a list under the course name above the input fields.

You can access this step from the “Manage” button on the course home screen at any time.

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Enroll your students

There are several ways to enroll students in Teachly. It is important to talk through the options with your teaching assistant(s) to determine the best method for your course. After you decide on an enrollment method, you will complete the course set-up process. You can access these options from the “Manage” button on the course home screen at any time.

We have briefly outlined the four methods to add students to Teachly; click on each of them for a more in-depth look at the process.

  1. Method A - Show students enrollment page with QR code
    • Situation: I want students to enroll themselves during class.
    • Advantages: Ensures that all students in the classroom are added to Teachly quickly.
    • Challenges: Takes some class time (3–5 mins); Students sent a reminder to complete longer profile questions later and may forget.
  2. Method B - Email link to students
    • Situation: I want students to enroll outside of class.
    • Advantages: Students to enroll and complete profile outside of class.
    • Challenges: Students may not remember to enroll (we recommend bundling enrollment with an assignment).
  3. Method C - Add students manually to Teachly
    • Situation: I want to enroll individual students myself.
    • Advantages: Allows you to add students to Teachly quickly and without student action; Helpful when adding individual students who missed initial enrollment process.
    • Challenges: Must know the student’s email address beforehand; Can be time consuming if you have many students to add.
  4. Method D - Add students via CSV upload
    • Situation: I want to enroll students in bulk myself.
    • Advantages: Quickly add many students at once; Useful if you already have a roster in CSV format.
    • Challenges: Formatting the CSV correctly is error-prone; You should first communicate your use of Teachly since, by default, they will receive an email prompt after being added.
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A. Show students enrollment page with QR code

Process

Option A is the preferred enrollment method. By displaying the enrollment page with the QR code in class, you can make sure students visit the site and start the enrollment process during the first few minutes of class.

  1. The students will complete Part 1 of their profile, which asks for information on how they identify. Click here for a sample of what Part 1 looks like.
  2. After completing Part 1, the students and are presented with the option of completing Part 2 (questions about their background and interests) or being reminded to complete this later. If you are doing this enrollment in class, we recommend asking students to choose to be reminded later:
  3. After receiving the reminder email, students can complete Part 2. Click here for a sample of what Part 2 looks like.

More information on student profiles and their contents is available below.

Setting up your enrollment page

The enrollment page displays a unique QR code for your course along with instructions on how to use it and a unique short link, the same as the email link mentioned below. Students use the camera on their smartphone to zoom in on the QR code which prompts them to open a link to complete the first part of the profile. If they do not have a smartphone but do have another device, they can use the short link to enroll as well.

One strategy to show the enrollment page is by embedding the enrollment page into your PowerPoint slides. It’s easy to take a screenshot of the enrollment page and embed it into your slides:

  1. Make sure your Teachly Enrollment Page is open in your browser
  2. On PowerPoint, click “Insert”
  3. Click “Screenshot”
  4. Select the Teachly Enrollment Page
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B. Email link to students

Option B allows you to send a unique short (case sensitive) link to students before they even enter the classroom. While this option allows you to save class time, you will likely need to remind students to complete their profile since it they need to do so on their own time.

Simply copy the link and/or sample text into an email to your students or post it on your class page in your learning management system. Students will click and complete the profile. Determining a deadline for profile completion may help with completion rates.

Students will be asked to complete the two parts of their profile:

  1. Part 1 of their profile asks for information on how they identify. Click here for a sample of what Part 1 looks like.
  2. Part 2 includes questions about their background and interests Click here for a sample of what Part 2 looks like.

More information on student profiles and their contents is available below.

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C. Add students manually

Note that this method is not currently available for non-Harvard users.

Option C is best used to add students who join the class late or who you may have removed from the class but need to re-add.

Using the first name, last name, and email fields, enter the information to add the student to your course. If the student already exists in Teachly, you will be able to click their profile in the list to the right of the fields to add them to the course. If the student has not made a Teachly profile, you will click “Add student” to send the student an email to fill out a Teachly profile.

Below the add student interface, there is also a check box labeled “Automatically send student profile email.” Be sure to make sure this box is checked so students receive their automatic student profile email. If you do not want students to be prompted to fill in student profiles, uncheck this box and click “Update”. If you choose to do this, remember to send a reminder to your students at a later date by going to “Manage” button on the course home page and clicking “Send a reminder email”.

You can also access this interface and the automatic email function by clicking “Add students manually to Teachly” via the “Manage” button on the course home page.

When students receive an email to fill out a profile, they will be asked to complete the two parts of their profile:

  1. Part 1 of their profile asks for information on how they identify. Click here for a sample of what Part 1 looks like.
  2. Part 2 includes questions about their background and interests Click here for a sample of what Part 2 looks like.

More information on student profiles and their contents is available below.

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D. Add students manually in bulk

Note that this method is not currently available for non-Harvard users.

This method allows you to enroll many students into your Teachly course at once. This feature is still being developed and requires you to upload a CSV with your students’ names and accurate email addresses in a very precise format. If it is not easy for you to produce an accurate CSV file in this exact format, we suggest you consider the other enrollment methods.

Adding in bulk requires the following steps:

  1. Download the sample CSV below.
  2. Fill the first column with names in the format lastname,firstname (e.g., Svoronos,Theodore).
  3. Fill the second column with corresponding email addresses. Be sure to use official school emails, and verify that they are correct!
  4. Delete the text in the third column.
  5. Save the CSV and upload it below.
  6. Check your student roster to ensure that the upload was successful.

If you upload student emails that are already in your course, they will not be added twice. However, you should make sure that you’re using the correct email address; if the student enrolled with a different address, you will have a duplicate student.

When students are added to your course, they will receive an email to complete the two parts of their profile:

  1. Part 1 of their profile asks for information on how they identify. Click here for a sample of what Part 1 looks like.
  2. Part 2 includes questions about their background and interests Click here for a sample of what Part 2 looks like.

More information on student profiles and their contents is available below.

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Track class participation

You can choose between creating single course sessions, sessions in bulk, and from the syllabus using AI. If you have your syllabus ready, you can create your sessions using the generate from syllabus option. If you know your class session schedule in advance, bulk sessions are an easy way to simplify the session set up process. You can also choose if sessions should count towards the course dashboard or not, such as office hours or other optional settings. This can be set up during the initial session creation or adjusted later using the Manage sessions button.

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Generate from syllabus

You can create your course sessions by uploading your syllabus to Teachly. Our generative AI feature reads your syllabus to suggest session titles, dates, and times. If you notice something incorrect or unnecessary, you can manually edit the sessions before saving.

Generating your sessions this way also saves you a step later: the session description Teachly reads from your syllabus carries through to the call list for that session, so it is already filled in when you go to prepare who you would like to call on.

  • On your course home page, click the "Create" button under "Track class participation", then click "Generate from syllabus".
  • Then upload your syllabus file.
  • Then confirm the session information generated from your syllabus. You can edit information as you would for the bulk session creation.
  • Click "Create (number of) Sessions" and you will return to the course home page and see your new sessions in the list.
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Create sessions in bulk

You can create your course sessions or non-class sessions in bulk. On your course home page, click the "Create" button under "Track class participation", then click "Create sessions in bulk". On the Bulk Create Course Sessions page, enter the following information:

  • Start date
  • End date
  • Days of the week
  • Start time
  • End time
  • Session type
    • Class session means the data collected will be calculated in the course dashboard.
    • Non-class session should be used for any event you would like to record but not calculate in the dashboard. Examples include office hours or optional review sessions.

Once you submit the session information, you will be taken to a review page. The page will show:

  • The number of sessions to be created
  • Option to name the sessions
  • Ability to edit the start date and time and the end date and time of each session.
  • You can use the X button to delete any unnecessary sessions, such as a session occuring on a holiday.

When you click "Create (number of) Sessions", you will be taken back to the course home page where you can now see the sessions included in your list of course sessions.

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Create a single course session

To start tracking participation, begin by clicking on "Create" and then within the dropdown, "Create a single course session” button from the course homepage. Next, choose the start time/date and end time/date for the session. Please be as accurate as you can with start time and end time as this information is important for calculating metrics in the course dashboard. For the Session Name, Teachly will label your sessions Session #1, Session #2 etc., or you can also give the session a name, such as the specific topic for the class that day (Session #1: Getting Started with R). Last, click on the “Create Course Session” button to start the session.

Note: Multiple TAs can access a course session at the same time. For example, one can work on tracking participation while another takes attendance. This makes it easier to handle large or very active classes.

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Manage sessions

You can manage your sessions created by scrolling the list of sessions or clicking the "Manage sessions" button.

  • Clicking the "Manage sessions" button will take you to a page where you can see all your created sessions, whether bulk or single. For each session, you can see and edit:
    • Name
    • Start date and time
    • End date and time
    • Option to change session type
    • Option to include in stats or not (calculated in the dashboard)
    • Option to delete a session or delete all sessions
  • You can scroll to the bottom of the page to save changes and return to the course home page.
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Seat layout

After you’ve successfully created a Course Session or your bulk sessions, you will then see a blank canvas in which you can create a seating chart for your course that visually represents the layout of your classroom. To do this:

  1. Select Seat Layout from the action panel on the top of the screen.
  2. You will then see the faces and names of students enrolled in your course listed on the left side of your screen.
  3. By clicking and dragging their pictures to the grid, you are able to place them in a ‘seat’ in the classroom.
  4. Each time you create a course session, the new session will use the seating chart from the previous session. This means that you will only have to make minor adjustments to your seating chart after the first session depending on add/drop period or assigned seats. If you do create your bulk sessions before your seating chart is set, you will need to click the "Use seat layout from another session" button to pull in the seating chart from the previous session.

The seat layout grid is not specific to your exact classroom layout; this is intentional to allow for flexibility to meet the needs of all classrooms. You will need to decide how to orient the layout to best suit the classroom. Some people prefer to orient the chart to the attendance-tracker’s perspective, while other choose to set it up from the perspective of the faculty member at the front of the classroom.

To help orient you to the seating chart, we provide a few layout guides to help during the set-up process. In the Seat Layout view, you can select one of three options:

  • Rows – this option will create rows of seats
  • Groups – this option lets you decide on a number of groups, number of seats in each group, and number of groups across each row
  • Lecture – this option helps recreate the lecture hall layout, letting you add more rows and adjusting the number of seats per row

You increase the number of seats using the row and seat buttons until you have the appropriate number for your enrollment. Then you can either assign the seats randomly or drag the student cards into the seats. To efficiently switch seats, you can drag one student's photo over another to automatically switch spots. If the student is dragged from the sidebar onto a student already in the seat layout, the student originally in the seat layout will return to the sidebar.

When using these layouts, they are only a guide for placing the students. You can choose to add students to spaces outside of the layouts to best represent the seat layout of your room. If you want to switch layouts, it does work best to reset seating positions as the students will not automatically move to the new seats if a layout is already set up.

If you need to start over, you can click the red "Reset seating chart positions" button to return all students to the side bar.

If you would like to use a seating chart from a different session, you can click the "Use seat layout from another session" button to select from other created sessions. This will overwrite your existing seat layout.

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Attendance

To record attendance/participation data in Teachly, all course data is collected in the Action Panel button bar within a specific course session. Select Track Participation.

All students will appear with a white background on default to indicate that the student is not set, meaning they have not been marked in anyway. Click once on the student’s picture or name to green, which indicates that the student is present. Click twice to yellow to indicate that the student is late. Click three times to red to mark the student as absent. Click four times to indicate an excused absence. These designations can be updated or changed at any time. You can also use the buttons below the seating chart area to mark all not set students as present or absent if you would like to start with all students present or absent and then adjust their attendance status.

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Excused Absence

Faculty can choose to enable excused absence reporting within their course. This can be done during course-set up or from the Manage page. When this option is checked, students can submit excused absence requests for course sessions. It is important to note that course sessions must be created before students submit a request. The general workflow is:

  • Faculty enable excused absence submissions during course set-up or from the Manage page.
    • They can choose to enable teaching team email notifications for the requests or not.
  • Students click on the course title in their home page to submit an excused absence for a course session.
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Reporting an Absence in Teachly

  1. Click the Teachly button in Canvas or log in at teachly.harvard.edu.
  2. Click the Report Absence button next to the course name near the bottom of the page.
  3. To complete the form:
    • Select the course session from a drop-down list.
    • Select a reason for absence from a pre-determined list.
    • Add a note for more information, if needed.
  4. Absence options include:
    • Personal or Family Emergency: personal illness that precludes coming to school; other personal emergency; serious family emergency
    • Religious Observation: observance of religious holiday; absence due to religious beliefs
    • Military Obligation: deployments; required reserve duties; other military obligations
    • Other reason not listed: your teaching team will approve or deny this request; list reason in Details box below
  5. After submitting the excused absence form, the teaching team will be notified of your request.
  6. You can check the status of requests by returning to the Report Absence page for this course.
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Heat map

The heat map view allows you to highlight the seating chart to view different levels of participation. You can highlight:

  • Lowest participators (Highlighted in yellow)
  • Highest participators (Highlighted in blue)
  • Lowest 50% (Outlined in yellow)
  • Highest 50% (Outlined in blue)

By looking at these groups, you may be able to make a plan on who you will call on in the next class, which you can record as a call list. You could try to not call on those students highlighted in the highest participator group and instead work to call on a lowest participation student to move them out of the group.

Your latest heat map view is visible on your course home page.

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Participation

Using the participation interface

  1. Record participation
    • Track participation via list or seating chart view by selecting the Participation button in the Action Panel (selected when highlighted in blue). Click a student’s picture or name to track attendance. Indication that the comment was recorded will be confirmed with the number in the top left corner of the student picture, as well as in the Participation Feed in the Action Panel.
  2. Edit participation
    • If edits need to be made to the Participation Feed, you may do so by editing the time of when the comment was made, or remove the comment completely by selecting Remove. You can access these items by clicking the participation item in the Participation Feed.
  3. Comment quality
    • Once you track each time a student participates, you have the ability to track quality as well, on a rating scale of 1 to 3. Simply click on each participation instance in the Participation Feed to adjust the quality rating.
    • The standard rating scale is included below. Please note that your teaching team should decide the rating standards that fits best for your course. Each comment is defaulted as a 2 unless it is changed.

Assigning comment quality

If you would like to use the rating scale, you should feel free to assign whatever meaning you would like to each value and communicate that to your TA. Teachly does not treat these numbers numerically; when you download your participation data, it simply lists how many comments made by each student were given a rating of 1, 2, or 3.

Here are two sample rubrics. Note that Teachly assigns a value of 2 to all comments unless otherwise specified.

  • Sample Rubric 1
    • 1: A comment that negatively affects the progress of the conversation or is off topic
    • 2 (Default): A standard comment that is on topic and helpful to the session in general
    • 3 : A comment that positively affects the direction of the session or shows superior knowledge of the topic
  • Sample Rubric 2
    • 1: Student asks a question
    • 2 (Default): Student makes a comment
    • 3 : Student builds off another student’s question or comment

Comment note

You may also write a note about each comment by clicking on the individual participation instance in the Participation Feed. To view the comments, refer back to the individual Course Sessions.

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Call List

A call list is a short list of students you plan to bring into the discussion in a particular class session. You can build one yourself by picking students, or you can describe the session and let Teachly suggest students for you. Either way the list is attached to that session, so you can prepare it in advance and take it into class.

To open it, click on the course session you are preparing for, then choose “Call List” from the View options at the top of the session screen, alongside Attendance, Participation, Student Profile, Seat Layout and Heatmap.

Building a list yourself

Click on a student to add them to the call list, and click again to remove them. The legend at the top left shows which outline means “Call List” and which means “Not in Call List”, and the Call List panel on the right lists everyone you have added.

  • You can work from the seating chart or from an alphabetical list. Use “Switch to List View” and “Switch to Grid View” to move between them.
  • In list view, “Order list by” lets you sort students by first or last name.
  • In the Call List panel, drag the handle to the right of a name to change the order. This order carries through to print: on your Classroom Aide the call list is numbered, and the same number appears on each student in the seating chart, so you can sequence who you would like to hear from first.

Generating a list with AI

If you would rather start from what you plan to teach, Teachly can suggest students for you. Click “Generate Call List” and fill in the two fields:

  • Session description — what this class is about, for example “history of theater”. You may find this already filled in, because a session description can reach the call list three ways: you can type it here, you can add it when you create the session, or Teachly can read it from your syllabus if you generated your sessions from your syllabus. However it arrives, you can edit it before generating.
  • Desired qualities for students on call list — who you would like the list to favor, for example “students who have the least experience in theater”.

Click “Generate”. Teachly draws on your students’ profiles and their participation history in the course to propose a list, which then appears in the Call List panel. Use “Regenerate Call List” if you would like a different list. Teachly reopens the same two fields with what you entered last time already filled in, and from there you can either leave them as they are and click “Generate” to get a fresh list from the same instructions, or replace the description and qualities with something different and then click “Generate”. You can also add or remove students by clicking on them at any point, so a generated list is a starting point rather than a final answer. AI can make mistakes, so please review the list before you take it into class.

Note that regenerating builds the list from scratch and removes any students you added by hand. If you have tuned a list yourself, finish the generating first and make your own additions afterwards.

Reasons and notes

Every student on the call list has a reason field. Click a student in the Call List panel to open it, edit the text, and click “Save”, or click “Cancel” to leave it as it was. The same panel has a “Remove” button, which is a second way to take a student off the list.

  • Students Teachly suggested arrive with a reason already written, explaining why they were proposed — for example “Education-focused expertise would support discussion of how AI can be integrated into teaching and learning.” You can keep it, reword it, or replace it.
  • Students you added yourself start with an empty reason, so you write your own if you want one.

Because the reason travels with the list to your Classroom Aide, it is a good place to record why you want to hear from a student, or to leave a note for whoever is tracking participation with you.

Taking the list into class

Click “Export Call List” to produce a PDF, which you can print or open on a device in class. What you get is a Teachly Classroom Aide built around your call list:

  • The first page carries a numbered Call List table, with each student’s reason already filled into the Notes column and room to write during class. In this version the call list table takes the place of the top participators table.
  • The seating chart page marks the students on your call list and gives each one their number from the list, so you can find them in the room in the order you planned.

The Classroom Aide printed from anywhere else in Teachly is unchanged.

  • Helpful notes
    • Generated lists work best once your students have completed their profiles and you have logged participation for a few sessions. Where a student’s profile does not contain the relevant information, the reason will say so rather than inventing a connection.
    • The heat map is a useful companion. The heat map shows you who has been participating most and least, while the call list lets you turn that into a plan for a specific class.
    • A call list belongs to one session. Preparing next week’s list means opening that session and building or generating it there.
    • If you have both generated a list and added students of your own, avoid regenerating afterwards, since it will clear your additions. Export the list first if you want to keep a record of it.
    • Reasons are shortened to fit the Notes column when the list prints, so keep anything you need to read at a glance in class near the start of the text.
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Student Information

Student Profiles

Student profiles allow you to learn about your students through information that they choose to share with you. A Teachly student profile consists of two parts:

  • Part 1 - Statistics: Number of comments, sessions since last comment, number of absences, and number of tardies for the course.
  • Part 2 - Demographic Information: Student’s preferred name, gender, ethnic background, primary/first language, and time zone. The ethnic background options are based on the categories stated on the U.S. Census Bureau website. We note that, as stated by the American Medical Association, these racial categories are not based on science, medicine, or biology. Students can share their preferred pronouns in their student profile. There is an open field to submit the combination they desire.
  • Part 3 - Academic and Professional Background and Interests: Student’s prior education/work experience, country of origin, and goals/plans for the future. Students at select schools can add their academic program to their student profile. They have a dropdown menu to select their program. For all others schools, Teachly will default to “Other”.
  • Part 4 - Other: Students can share fun facts about themselves and any information about their learning environment they would like to share. The learning environment question could be used to share information on their remote learning environment or any additional thoughts they may feel useful to share with the teaching team.
  • Part 5 - Course Survey Answers: If a course creates a Course Survey, the questions and student answers will show in this section. The section will not appear until the student submits an answer. Students answer the Course Survey via a separate email from the profile email or by logging into Teachly and clicking the button next to the course name.
  • Part 6 - Additional Profile Information: If faculty choose to upload information about students that they already have from another source, the information will be visible to teaching team members in this section of the profile. More information on this process is explained below.
  • Part 7 - Notes: Each student profile page has a notes feature in the bottom right corner where instructors can write individualized notes about their students. Only the faculty member is able to see these notes, and they will not appear in any data download except for those that faculty member does directly (in other words, the TAs cannot see the notes in the profiles or in any data downloads).

To browse student profiles, go to your course page and click “View student profiles” under “Learn about your students.” This will bring you to a new screen with all student profiles as a list. You can also search all the student profiles in your course.

Click here for some tips on how to make the most of this information.

The Demographic Information within the profile is the data behind the course and session dashboards, and allows Teachly to populate the analytics on demographics. If students do not complete the demographic information in the survey, their attendance and participation data will not be reflected in the course and session dashboards.

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Flashcards (Kathryn)

Kathryn, Teachly’s flashcards app, helps you learn your students’ names and faces, using the photos and information from their Teachly student profiles. Knowing who is in the room makes it easier to call on students by name from the first week, and Kathryn gives you a quick way to practice between classes.

To open Kathryn, go to your course home page and click the “Learn student names” button under “Learn about your students”. You can also reach the flashcards from the Individual Student Profiles page, using the “Learn student names” button near the top of that page.

Browsing the cards

Kathryn opens in Browse mode. Use the toggle at the top of the page to move between Browse and Quiz. The counter at the top left shows how many students you have marked as mastered so far, for example “14 students mastered”.

  • Click or tap the card to reveal the student’s name, or use the “Flip” button. The back of the card shows the student’s name, their country, and one detail drawn from their profile to help you place them.
  • Use “Prev” and “Next” to move through the deck.
  • After flipping a card, tell Kathryn how you did: click “I know them” to count that student toward your mastered total, or “Not yet” to keep practicing them.

Choosing what appears on the card

Different details stick for different people, so you can choose which piece of a student’s profile appears when you flip their card. Use the “Show students by” dropdown at the bottom left to select one of:

  • Experience (AI Summary) — the default. A short AI-written summary of the student’s background, drawn from their profile. AI can make mistakes, so please review these summaries for accuracy.
  • Work Experience — the prior education and work experience the student entered in their profile, in their own words.
  • Bio — the fun facts and personal details the student chose to share, for example “I speak Spanish, play ice hockey, and am vegetarian”.
  • Future Goals — the goals and plans the student described in their profile.

It is worth trying more than one. A student’s work history may be the memorable thing about one person, while a fun fact is what makes another person stick.

Studying a smaller group

A large course can be a lot to take on at once, so you can work through your roster in batches. Use the dropdown at the top right to switch from “All Students” to a numbered group of ten, such as “Group 1 (1 - 10)” or “Group 2 (11 - 20)”. Kathryn creates as many groups as your deck requires, and the last group holds whatever remains, for example “Group 3 (21 - 29)”.

Quizzing yourself

Recognizing a face is easier than recalling a name, so Kathryn also includes a quiz that asks you to do the harder thing. Click “Quiz” in the toggle at the top of the page. Kathryn shows you a student’s name along with four photos, and you choose the one that matches by clicking their photo or pressing keys 1 through 4. Click “Browse” to return to flipping through the cards.

  • Helpful notes
    • Kathryn draws on the photos in your students’ profiles, so it is most useful once your students have completed their profiles. Students who have not added a photo appear as a grey silhouette. If a student has no Teachly photo but does have one in Canvas, Teachly uses their Canvas photo.
    • A card’s detail line will be blank if the student has not filled in that part of their profile. If many cards look empty, try a different “Show students by” option, or send a profile reminder to your students.
    • The cards show information students chose to share with their teaching team. Treat it the way you would treat anything else in a student profile.
    • Practicing one group of ten in Browse mode, then quizzing yourself on the same group, tends to work better than a single pass through the whole roster.
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Student Profile Sharing

Faculty can choose to enable profile sharing within their course. This can be done during course set-up or from the Manage page. When this option is checked, students can opt into sharing some of their profile info with their classmates. Students complete the process by checking a box on their profile that states the information below.

By checking this box, you are agreeing to enable profile sharing for your profile. In any Teachly courses where profile sharing is enabled, the following information will be shared with your classmates:

  • Email
  • Preferred Name
  • Country
  • Pronouns
  • Prior education/work experience
  • Goals/Plans for the future
  • Program Affiliation
  • Fun facts

If you choose not to opt in, your profile will not be shared, and you will be unable to view any other students' profiles.

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Course Survey

If you would like to ask questions specific to your course, you can create a Course Survey to send to your students through Teachly. You can create your Course Survey during the course set-up work flow or later. To set up later, navigate to the Manage Course page using the green button next to your course name when on your course home page.

  • Click Manage Course Survey
  • Click Create Survey
  • You can then create your questions and select the answer type. You can choose if the answer should be true/false, number, text, multiple choice (select one), or check boxes (select multiple). If you choose multiple choice or check boxes, you will be prompted to add the answer options. You can choose if the question is required or you can delete the question as you create the survey.
  • You can click save changes and add another question or just click save changes to come back later.
  • You can click Save and Send Survey to send the survey.
  • Students will receive an email separate from their Teachly Profile email informing them that you have created questions specific to your course.

If you later enroll students after the course survey has been sent, the course survey will be automatically sent to those students.

When you add a multiple choice or check box question, you can add a Demographic name to the question. By adding the Demographic name, the answers will show in the Course Dashboard and be calculated in the participation stats. If you do not want the answers included in the stats, you leave the Demographic name blank.

Once you create a course survey, you can go into the Course Survey again to see the list of questions and when the course survey was sent. You can also send a course survey reminder email. If you attempt to edit an existing course survey that has answers from students, you will see the warning message below:

Warning! The survey has already been sent out to students. Editing questions can result in inconsistencies between the questions and the answers of students who have already taken the survey. Deleting a question is irreversible and will permanently delete all student answers associated with that question.

(number of) students have already taken the survey.

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Editing student profiles

Only students are able to modify their own profiles. To do so, they can log in to Teachly and click on “Edit Information”.

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Exporting student data

At any point during the duration of your course, you can download student participation and attendance data into Excel via a CSV file. To do this, select the Download CSV of student participation link via the “Manage” button on the course home page.

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Uploading Additional Student Profile Information

If you have information about your students that you would like to see in the context of the Teachly profile, you can upload this information to Teachly. This information is only visible to members of the teaching team, not students. To add this information, please follow the steps below:

  1. Navigate to the Manage Course page using the green button next to your course title.
  2. Download the template CSV for your course.
  3. Fill out the template with questions and the student responses.
  4. Once you are done filling in the template, upload the completed file using the Choose File and Upload CSV buttons.
  5. Navigate to a student profile to see the information on their page.
  6. To remove any answers, take your CSV file and delete the answers for the necessary students and the upload again.

When filling out the template, please note the process below:

  1. For each additional profile question, insert the question text as a new column header to the right of the existing headers for First Name, Last Name, Email, and ID.
  2. Paste each student's response to the question under the column header you just inserted, in the row containing that student's identifying information.
  3. To delete a student's answer, leave their response for that question blank.
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Searching for student data

You can search all student profiles in your course. Click the “Search students” button on your course home page, under “Learn about your students”, to open the Student Search page. Enter what you are looking for in the search field and click “Go”. You can also search from the “Individual Student Profiles” page.

The Student Search page offers two kinds of search, and you choose between them with the “AI Search” toggle next to the search field:

  • With AI Search off, Teachly searches the fields of your students’ profiles and returns the students whose profile fields contain the words you typed. This is the better choice when you know the exact term you are looking for, such as a country, an employer, or a program.
  • With AI Search on, Teachly uses AI to interpret your question and consider each profile as a whole, rather than matching the text of individual profile fields. This lets you describe what you are looking for in your own words, which is useful when you want the students whose background connects to the topic of the day but no single profile field would contain that word. AI can make mistakes, so please review the results for accuracy.

After searching, click on the student’s name in the resulting list to view their full profile. If you click “Go” with the field empty, Teachly will prompt you with “Please enter a search query!” The “Teachly Data Policy” link below the search field explains how your students’ information is handled.

You can also download student profile information as a CSV and search profiles using Excel or other software.

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Review your data

Course session data

To view your individual course session dashboard, click on the grey course session that you want to view listed under “Track Participation” and select the green View session dashboard button when prompted.

This will pull up the dashboard with the data analytics just from that one class session, not cumulative data from the course. For example, by selecting the “Session #1” session dashboard, you will only be viewing data from session #1.

These dashboards will provide you session-level data on High-Level Table, Student Check-In, Participation Snapshot, Participation History, and Most/Least Active Students.

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Attendance and Participation Download

You can download your attendance and participation information for the whole course or for a specific session. Navigate to the Manage Course page using the green button next to your course name when on your course home page.

To download for the whole course, click Download CSV of student participation and attendance.

To download for a single session, you can use the dropdown menu to select the particular session and then click Download.

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Course dashboard

To access your Course Dashboards, click on the “View Course Dashboard” button under the “Learn about your teaching” section of Teachly at the top of your course homepage.

Students must have filled out their general surveys and you must have logged participation at least once for this dashboard to provide data.

The course dashboards are the aggregate data of all session information from the course. The data reflected in this dashboard represents all attendance and participation data in the course to date. The information is broken into 5 key dashboards:

  1. High-Level Table: The high-level table features 4 categories of data. Active learning calculates average number of comments per hour and compares this with the school average. Inclusion is the percentage of your students who have participated at least once and compared with the school average. Inequality is the percentage of class comments made by the top 10% of participators and compared with the school average. Gaps highlights your largest demographic participation gap which you can compare with your other gaps in the Participation Snapshot chart below.
  2. Student Check-In: This part of the Course Dashboard will appear once you have had five course sessions. It lists the students with three or more Tardies or Absences in the last five classes. The question mark at the top shows the key for the symbols. You can tab or hover on the symbols to see when this occurred in the course. The most recent class is the circle on the right. You can click the email button to send a message to check in with these students.
  3. Participation Snapshot: The participation gap for each demographic is the difference between the percentage of comments made by students of that demographic and the percentage of students of that demographic enrolled in the class. This dashboard shows you the relative participation gaps in the course for each demographic group. If your school asks for Academic Program or you choose to ask a multiple choice or check box Course Survey question, the answers will be included in these calculations.
  4. Participation History: This is a time-stamped line graph that shows the percentage of comments made by a filtered demographic group (green line), in relation to the percentage of student enrolled in the course in that demographic (red line). This graph shows fluctuations in participation by demographic group on a session-by-session basis over the duration of the course. This graph can be filtered by gender, language or ethnicity. To do this, select the filter by highlighting it blue.
  5. Most/Least Active Students: A list of students in order of least to most active students, based on the number of comments made by each student over the duration of the course. It also provides the number of course session since the student spoke last. This list is collapsed to only show the 10 most active and 10 least active students in the course, but the list can be expanded to show all the students by selecting show more students. This list can be filtered by gender, language or ethnicity. To do this, select the filter by highlighting it blue.

Below is a sample dashboard. See our best practices section for tips on interpreting your dashboard.

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You can now print the roster for your course to more easily learn about your students.



  • To access the print option, click the “Print Your Course Roster” button on the Home page, Course Dashboard page, or Student Profiles page.
  • When you click the button, the screen will refresh showing you the Course Roster print format.
  • You can then use the “Print This Page” button to print the page containing course statistics and the student profile information.
  • Helpful notes
    • There is a cover page featuring some statistics about the students in the course such as top countries of origin, demographic categories or academic program.
    • Then the Student Profiles will follow in alphabetical order by first name.
    • This page loads best in Google Chrome or Microsoft Edge browsers.
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You can now print a handy classroom aide showing Teachly stats and your seating chart. Faculty can take this 2-page document to class and have it there as a handy reference during class to view the seating chart and participation stats.



  • To access the print option, you can click the “Print Your Teachly Classroom Aide” button on the Home page or Course Dashboard page. On the Home page, this button includes a dropdown so you can choose between the standard and the accessible version. The accessible version is also still available on the Course Dashboard page.
  • This feature has only been rigorously tested on Google Chrome, and we highly recommend using that browser to print out your Aide.

  • When you click the button, a new window will open showing the Teachly Classroom Aide layout.
    • On the first page, you will see the Participation Gap graph, Course Dashboard, top participators, lower participators, and a box for handwritten notes.
    • On the second page, you will see the seating chart.
    • The document will autosize the seating chart to fit this second page.
      • You will see that lowest and highest participators are highlighted in this seating chart view.
    • You can use your browser dialogue to download this PDF.
  • The “Export Call List” button in a session’s call list produces a variant of the Classroom Aide: the call list table takes the place of the top participators table on the first page, and the students on your call list are outlined and numbered on the seating chart. Printed from anywhere else in Teachly, the Aide is the standard version described above.
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Send Participation Feedback

You can reach out to students based on their level of participation in the course.

  • Click the "Send Participation Feedback" button.
  • You will then see the three categories of participation: lower third, middle third, and upper third participation.
  • When you click "Compose Message for This Group", you will see:
    • List of message recipients. You can deselect some or all, or add others not originally included in the list.
    • Message content including subject line and body text. You can edit either as you see necessary to fit your voice and course style.
    • Preview Message allows you to see the message before sending.
    • Send Message will send the email. Students should receive it within 10 minutes. The email goes out individually with you as the reply-to so students can respond if needed.
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AI Teaching Feedback

AI Teaching Feedback gives you coaching feedback on your own teaching, based on the transcript of a class recording. Teachly reads the transcript of a session and returns a short, practical write-up: how the session was framed, what worked, and specific experiments you might try in your next class. This feedback is meant to be low-stakes and transferable, so that you can act on it in the very next class you teach. It is about your teaching practice, not about individual students.

You can bring transcripts into Teachly in two ways. If your class is recorded in Panopto, you can connect your course’s Panopto folder once and Teachly will pull captions from your recordings for you. If your class is not recorded in Panopto, or you have a transcript from another source, you can upload a transcript file by hand. You must have a classroom recording or transcript to use this feature.

AI can make mistakes, so please review your feedback for accuracy.

Other members of the teaching team in the course can pull and analyze recordings once your recordings are connected, and can view analysis once it is complete.

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Getting to transcript analysis

On your course home page, under "Learn about your teaching", click the "Get teaching feedback" button. This takes you to the Transcript analysis page for that course, where you will see the recordings and transcripts available to analyze.

If your classroom recordings are not connected for this course yet, you will see a notice at the top of the page reading "Your classroom recordings are not yet linked in Teachly. Connect your Panopto folder to access your classroom recordings automatically, or upload a single class recording's transcript to get started." along with a "Connect Panopto folder" button. If nothing has been added yet, the Available recordings panel will read "No transcripts yet — connect your classroom recordings or upload a class recording's transcript to get started" with a button to upload your first transcript.

Once you have recordings or transcripts available, the Available recordings panel lists them in a table with the following columns:

  • Source — whether the item came from Panopto or was uploaded by hand.
  • Recording — the name of the recording or transcript.
  • Recorded — the recording date (or upload date for uploaded transcripts), along with the length of the recording.
  • Session — the Teachly course session this recording is attached to, if any.
  • Coaching results — a badge for each analysis that has been run. You will see "Not analyzed" until you run one.

Each row also has a "Run analysis" button to generate new feedback and a "Delete" button to remove the recording or transcript from Teachly.

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Connecting your course’s Panopto folder lets Teachly pull your class recordings’ captions automatically, so you can run coaching analysis without uploading transcripts by hand. You only need to do this once per course.

  1. On the Transcript analysis page, click "Connect Panopto folder".
  2. On the Link Panopto folder page, under "Choose this course’s folder", Teachly lists any Panopto folders that appear to match this course. Because Panopto keeps a folder for each year the course has run, you may see several similarly named folders, each labeled with its academic year. Select the folder for the term you are currently teaching, then click "Link folder".
  3. If Teachly does not find a match, you will see "No matching folders found in Panopto for this course." In that case, open the folder in Panopto, copy the URL from your browser’s address bar, and paste it into the "Paste a Panopto folder URL or ID" field. Then click "Link folder".

Once a folder is linked, the Available recordings panel shows which folder the course is linked to, along with a "change" link if you need to point the course somewhere else. Returning to the Link Panopto folder page will show a message confirming the currently linked folder and noting that choosing another folder replaces the link. You can also use the red X next to a folder to remove it from the list of choices.

  • Helpful notes
    • Teachly reads the captions Panopto has generated for a recording. If a recording’s captions are not ready yet in Panopto, wait and check again before analyzing.
    • Each Teachly course links to one Panopto folder at a time. Linking a new folder replaces the previous link.
    • When you analyze a Panopto recording for the first time, Teachly confirms with a message such as "Pulled [recording name] from Panopto."
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Upload a transcript

If your course is not recorded in Panopto, or you have a transcript from another source, you can add it yourself. On the Transcript analysis page, click "Upload transcript" (or "Upload your first transcript" if you have not added one yet). On the Upload transcript page, complete the following:

  • Transcript name — a unique name to identify this transcript by, up to 256 characters. Naming it after the class date or topic will make it easier to find later.
  • Course session — optional. Use the dropdown to attach this transcript to a specific course session, or leave it set to "Don't attach to a course session". Attaching it lets you move between your coaching feedback and that session’s participation dashboard.
  • Transcript — use "Choose File" to select your transcript. Teachly accepts .vtt and .txt files.

Click "Upload" to add the transcript, or "Back" to return without saving. Once uploaded, the transcript appears in the Available recordings list and can be analyzed the same way as a Panopto recording.

Uploaded transcripts and Panopto recordings can be used side by side, so you do not need to choose one method for the whole semester.

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Run a coaching analysis

From the Available recordings list, select the recording or transcript you want feedback on. On the Run coaching analysis page you will see the name and recording date of the session you are analyzing, then choose how deep you want the feedback to be.

  1. Level 1 (session feedback)
    • A framing of the session, what worked, and experiments to try next class.
    • This is the recommended starting point, and is the level used when Teachly analyzes new recordings automatically.
  2. Level 2 (guided deep dive)
    • One focus area in depth: your current approach, a concrete experiment to try, and what to watch for.
    • When you select Level 2, a Focus area dropdown appears. Choose one of:
      • Instructor Questions
      • Connecting Ideas
      • Time Management

Click "Run analysis" to generate your feedback, or "Back" to return to the list of recordings. Note that re-running a level replaces its previous result for that recording. Results are stored separately for Level 1 and for each Level 2 focus area, so you can build up several sets of feedback on the same class without overwriting one another. A single recording might end up with a Level 1 result plus Level 2 results for Instructor Questions, Connecting Ideas, and Time Management, each shown as its own badge in the Coaching results column.

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Reading your coaching results

When the analysis finishes, Teachly confirms with "Coaching analysis generated!" and opens the Coaching results page. The heading shows which level was run, and below it the session name and the date the feedback was generated. If the recording corresponds to a session you have created in Teachly, you will also see a link to "View session dashboard" so you can look at the participation data for the same class.

A Level 1 result is organized into the following parts:

  • Framing: A short statement at the top explaining what the feedback is based on — for example, that it draws on a single session and highlights transferable practices you can carry into future classes.
  • What worked: Several specific practices Teachly observed, each paired with supporting evidence quoted from the transcript so you can see what prompted the observation.
  • Experiments to try: Concrete changes you could test in your next class. Each experiment includes a trade-off, describing what you might give up to make room for it, so you can decide whether it fits your course.
  • Next class — index card: A pocket summary of the feedback, described below.

A Level 2 result follows the same structure but concentrates on the single focus area you selected, describing your current approach in that area, one experiment to try, and what to watch for as a signal that it is working.

At the bottom of the page, "Back to transcripts" returns you to the list of recordings and "Run another analysis" lets you try a different level or focus area.

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Next class index card

Each set of coaching results includes a Next class index card: a summary of the feedback sized to print on a 3×5 card that you can take into your next class. The card has four sections:

  • Keep — a practice from this session worth continuing.
  • Experiment — one or two specific things to try in your next class.
  • Say — a phrase you can use verbatim with your students.
  • Watch for — how to tell whether the experiment is working.

Use "Print card" to send the card to your printer, or "Copy text" to paste it into your teaching notes, slides, or a message to your teaching team.

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Analyze new recordings automatically

If you would like feedback after every class without visiting Teachly each time, you can have Teachly do it for you. Once a Panopto folder is linked, the Available recordings panel includes a toggle labeled "Always analyze new recordings (Level 1) and email the results".

When this toggle is on, Teachly runs a Level 1 session feedback analysis on each new recording that appears in the linked Panopto folder and emails you the results. The toggle is off by default. Results generated this way are also saved on the Transcript analysis page, so you can revisit them later or follow up with a Level 2 deep dive on the same session.

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Helpful tips

  • Start with Level 1 to get an overall read on the session, then use Level 2 on the area you most want to develop.
  • Pair your coaching feedback with your course dashboard and session dashboard. The transcript tells you how the conversation went; the dashboards tell you who took part in it.
  • Pick one experiment at a time. The index card is designed so you can carry a single change into your next class and watch for its effect.
  • Coaching feedback reflects one session. Running analysis on several sessions across the semester gives you a better sense of patterns than any single result.
  • If a recording does not appear in the Available recordings list, confirm that the correct Panopto folder is connected and that the recording’s captions have finished processing in Panopto.
  • Attaching an uploaded transcript to a course session is optional, but it is worth doing. It lets you read the coaching feedback and that session’s participation data side by side.
  • AI can make mistakes. Read your feedback as a set of suggestions to weigh against your own judgment and knowledge of your students, not as a verdict on the class.
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Best practices

Sample syllabus language

Please feel free to include/adapt this text in your syllabus to explain your use of Teachly.

“I strive to teach in a classroom in which everyone feels welcome to participate in class. To help me get to know you better, keep track of classroom participation patterns and create an inclusive classroom environment, I will be using a tool developed by faculty and students at the Harvard Kennedy School called Teachly. I will be asking you to enroll in the course and complete your Teachly student profile. Here is a link to a list of Frequently Asked Questions about Teachly.”

We then suggest adding a sentence about how Teachly will factor into class participation.

Here are two possible sentences for two possible scenarios:

  • Scenario 1: Teachly will be used as one of the inputs to assign your participation grade but it won’t be the only one. I will also take into account the quality of your participation, your postings on the discussion board, X, Y and Z. Using Teachly will allow me to be more objective in measuring this component of the participation grade.
  • Scenario 2: Teachly data will not be used to assign your participation grade.
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Sample talking points for the first day of class

Here is one example of a way to frame your use of Teachly when you introduce it on the first day of class. Please feel free to adopt this text so it works best for your own classroom.

“I strive to teach in a classroom in which everyone feels welcome to participate in class. To help me get to know you better, keep track of classroom participation patterns and create an inclusive classroom environment, I will be using a tool developed by faculty and students at the Harvard Kennedy School called Teachly. The first step is for you to enroll in this particular course on Teachly and fill in Part 1 of your Student Profile. This should take 3 minutes and we will do it now [this assumes you will enroll students during class]. The second step is for you to fill in Part 2 of the student profile after class today (you will get an email with a link) with your basic information so I can get to know you better. It is very important that you complete both steps. Please follow the instructions on this slide to complete the first step [show QR slide]”

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Sample introduction and enrollment

Below is a short video from a class session in which an instructor introduces Teachly and enrolls his students via the QR Code method. This is meant to serve as only one example of how Teachly can be introduced, but we hope that it is useful.

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Updating the class roster

We recommend comparing your Teachly enrollment with your learning management system or registrar supplied class roster to make sure all official students are enrolled in Teachly. Depending on the add/drop period at your institution, you may want to check on enrollment on a weekly basis for the first few weeks of classes. Keeping an accurate roster is the best way to ensure accurate course data.

If you notice discrepancies between your roster and the students in your Teachly course, you can add students via the “Manage Course” page, or remove them by clicking “Remove” under the “Individual Student Profiles” page.

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Interpreting your dashboard

This brief 4-minute video describes how an experienced Teachly user (Prof. Dan Levy) interprets his teaching dashboard. We think you’ll find some useful tips here on how to interpret your own Teachly dashboard.

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Leveraging student profiles

This short video provides some strategies to make the most of the information that your students provide in their profiles.

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Removing teaching assistants after the semester

We recommend you utilize the “Deactivate all TAs” button at the end of your course to remove Teachly access for your teaching team. You are able to add the TAs back at a later point if you would like to.

Deactivating TA access is the best way to keep student data secure and your own teaching data accurate so that no additional participation is recorded after the end of the course.

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Quick guide for Teaching Assistants

Below are a set of key tasks for Teaching Assistants to ensure that Teachly is as useful as possible. For more detail, please see elsewhere on our Support page, check our Frequently Asked Questions, or contact us at teachlyhelp@gmail.com.

Getting started with Teachly

  1. Enroll students into your course on Teachly. Please coordinate this step with your faculty.
  2. Make sure all your students fill in the two parts of the Teachly Student Profile so that participation data are accurate, and so that you and your teaching team can learn about your students’ backgrounds.
  3. Set up your seating chart, so you can track participation.
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As the semester progresses

  1. Track attendance and participation every class.
  2. Keep course roster updated (adding and dropping students as necessary). This is crucial for data to be accurate.
  3. Help your faculty leverage your Teachly data to teach more effectively and inclusively.
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Using Teachly for Virtual Classrooms

If you are planning to use Teachly remotely, you can find some helpful tips on how to use Teachly for a remote classroom environment in this section. We hope this guidance helps you understand student engagement and overall classroom climate in this potentially new classroom landscape.

  1. Work with your TA to determine what counts as participation in a remote classroom environment. Is it clicking the “raise hand” button in Zoom? Is it commenting in the chat? Determine how you will take these varying forms of classroom communication into account.
  2. It is also important to consider what counts as present or tardy for attendance. Do you require students to have their video on during class to be counted as present (aside from any extenuating circumstances)?
  3. Use “list view” in Teachly to see an alphabetical list of student names. Advise your TA to record classroom participation and attendance using the List View instead of the Seating Chart view. This is an easier view for reading an alphabetical list when you no longer have a fixed seating plan.
  4. If you are using Zoom to teach remotely, you can export a participant report at the end of class to help your TA record attendance if it’s too hectic to record attendance as students join at the beginning of the session.
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Using the Teachly - Canvas Integration

You can sync your Canvas roster with Teachly to make it easier to add students and create your Teachly course. The Teachly - Canvas Integration is available to Harvard University faculty at select Harvard schools and Executive Education programs. If you do not have access to the Teachly button in your Canvas navigation, please contact your local Canvas administrator or academictechnology@harvard.edu.

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Create your new Teachly course in Canvas

Log in to your Harvard Canvas course or Harvard ExEd Canvas course and click the Teachly button in the side Canvas navigation panel. You may be asked to authorize the Teachly app the first time you click the Teachly button.

If you do not see the Teachly button in your side navigation, go to Settings, then Navigation, then move the Teachly button from the hidden part of navigation to the visible portion of the navigation menu. Then you can click the Teachly button.

Click the Create New Teachly Course button.

Your course name will appear in the name field and you will be asked to confirm the start and end date of the course.

Click Create course.

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Linking a previously created Teachly course in Canvas

If you already created your Teachly course or a Teachly admin created the course on your behalf, you can link the course to Canvas in the course creation workflow.

On the course creation page, you will see a message about linking a previously created Teachly course.

Click the button and you will see a drop down menu showing your current Teachly courses.

Click the name of the Teachly course you wish to link and then go through the rest of the course creation workflow. This process will override any course roles added previously in Teachly.

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Sync your teaching team

Now you will see the names and photos of anyone with an instructor or TA role for your course in Canvas. You can choose to add all to Teachly or uncheck someone to not add them to Teachly. You can choose to send them an email to notify them about their role or not. We recommend syncing the roles as Canvas recommends so the teaching team in Teachly is the same as Canvas. You can choose to delete members later if they are no longer needed.

Scroll through to confirm your teaching staff and click Sync Course Staff.

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Sync your student roster

Now you will see the names and photos of students registered for your course in Canvas.

You can choose to add all to Teachly or uncheck someone to not add them to Teachly. If your course has Prospective Enrollees, they will default to not being synced to Teachly and their images are not shown. If a Prospective Enrollee becomes a Student in your course, you will have the option to sync them at that time. For the students you choose to sync, you can choose to send them an email to complete their Teachly profile or wait to send later.

We recommend syncing the course roster as Canvas recommends so that Canvas is the source of truth. Since enrollment may change the first few weeks, we recommend syncing the roster before each class for the most accurate enrollment. Once you are sure someone does not need to be in Teachly, then you can delete them.

Image of a Prospective Enrollee sync screen.

Scroll down to click Sync Course Roster. Now you will be able to open Teachly in a new window to create sessions and track participation.

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Managing Unsynced Users

You can manage ignored users by clicking the Manage Unsynced Users button on the first page of the Teachly Canvas sync workflow if you have synced your course before.

You will see course staff you previously ignored who may be in Canvas but not Teachly or Teachly but not Canvas and you can decide if you want to change this choice.

On the next page you will see students you previously ignored who may be in Canvas but not Teachly or Teachly but not Canvas and you can decide if you want to change this choice.

You can then proceed to your course in Teachly after completing this workflow.

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Helpful Tips

  • For best results, access Teachly through Canvas each time after initial set up to make sure your course is up to date.
  • Only faculty members and faculty assistants can create or link a Teachly course through the Canvas LTI. Once the course is created, TAs can sync the teaching team roles and student roster each time they log in.
  • If students do not upload a profile photo in Teachly, their Canvas photo will be added to their Teachly profile.
  • If students are enrolled in multiple Teachly schools across Harvard, their profile will be shared across those schools without needing to make another one.
  • If a student clicks the Teachly button in Canvas navigation, they will see their profile if they are enrolled in your course, or a message letting them know to wait for further information from their instructor if they are not. Be sure to keep your roster up to date by logging into Teachly to ensure that all your students in Canvas are also in your Teachly course.
  • Each time you access Teachly via the Canvas LTI , you will have the option to review updates to your teaching team and student roster. This workflow will show updates made on the Canvas side and the Teachly side.
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