Structuring your information effectively is key to designing impactful and well-organized sessions.
Whether you're building a workshop, training program, or team meeting, SessionLab allows you to organize content into logical sections, define clear objectives, and maintain an intuitive flow that keeps participants engaged and facilitators on track.
Use notes to keep track of key information
You can add a note to the top of your agenda by clicking the + icon and keep important information front of mind while designing your session.
Notes support rich text formatting, lists, links, and more. In addition to your learning objectives and goals you might also include:
A list of trainers or subject matter experts
Links to Miro boards or a Zoom meeting
A pre-flight checklist
Here is an example of how the notes could be used for storing your session-related information:
You may also want to use the note at the beginning of the plan to insert a Task list for the session to keep track of what’s been done and what is still to be completed.
To apply a check-box list to content in your session, first highlight the text you wish to change into a task list, then click on the option from the formatting menu to apply the check-box formatting. Clicking again on this will remove it.
When you add a note to your agenda in SessionLab, you can choose from a variety of color options to display it in.
To do this, add a note to your session, then click on the grip icon on the left of the note and choose ‘Color’ to select from 8 different color choices:
For instance, you might choose to use:
Blue notes for specific technical setup instructions.
Yellow notes for internal communication with your collaborators.
Red notes to highlight critical information for your session participants.
Organize your session with flexible columns
You may want to display different information in your agenda based on your training format or what makes sense for your design process.
In SessionLab, you can adjust your columns to tailor your agenda to your needs. For example, you may want to display the Goal column to see which learning objective each activity is working toward or move the Assigned To column to the front so it’s clear which collaborator is responsible for each block.
Adjust which columns are visible in the Session Planner by clicking the Session Settings button at the top right of your agenda or by hovering over any column title.
Here you can choose the order and visibility of all columns in your agenda. If you add more columns than will fit on a single screen, simply scroll left and right to see additional information.
You can also quickly reorder columns by hovering over a column title, clicking on the title box, and dragging it to your chosen position.
By customizing your columns, you can easily create a setup that allows you and your collaborators to access the most important information quickly, for example:
Additional Info: A space to include extra details or context relevant to a specific activity (block) in your session.
Instructions: Clear guidelines or steps for trainers and facilitators to follow during the session.
Materials: A checklist or inventory of items and resources required for the session or activity.
Assigned To: A designation column to indicate who is responsible for each task or session block.
Use inline images to add more information to your session
You can enhance your session blocks by adding inline images, perfect for including diagrams or flip chart photos directly within your session content. Inline images can be added to the Description, Additional Information, Instructions, and Background fields in the block details area.
Once inserted, images will also appear among attachments, visible in the block details and in the Attachments tab on the right-hand sidebar.
If you are the session owner or editor, simply click in an empty row within the columns listed above, and a small "+" icon will allow you to upload images.
Files can be added in JPEG or PNG format. The images you insert to your block will also appear on the PDF and Word export of your session.