Skip to main content

Pages - for session briefs, needs assessment, reports and to capture notes beyond your agenda

Capture key information for your design process. Stay organized and keep all your session documentation in one place

Kristina avatar
Written by Kristina
Updated yesterday

Pages is your space inside SessionLab to write and organize notes right alongside your agenda. Perfect for creating a workshop brief, training needs assessment and other supporting documents right inside SessionLab. Whether you’re brainstorming ideas, capturing client notes, or organizing event logistics, Pages offer you a dedicated space to keep it all together.

No more switching between Word documents, sticky notes, or separate note-taking apps. Pages helps you stay organized and focused from the very first step of planning your session.

What Can You Use Pages For?

Pages are perfect for organizing all the non-agenda elements of your workshop planning process, such as:

  • Notes from client interviews or stakeholder calls

  • Needs assessments

  • Workshop goals and outcomes

  • Participant roles and responsibilities

  • Logistics like catering, venue setup, or tech requirements

  • Drafting communication or workshop briefs

  • Collecting reference material and inspiration

  • A report about your session

From capturing early ideas to organizing final documentation, Pages helps you plan with ease and confidence - all in one place.

Screenshot of a workshop report in SessionLab.

With Pages, it’s easy to create simple, professional documentation to support your agenda. You can add a facilitator guide, highlight key information to stakeholders and share what you need in a beautiful, easy-to-follow format.

Whether getting approval or ensuring your session is properly documented, Pages makes it simple to stay aligned and look good while doing it.

How to Create a Page

To add a Page to your session, first open your existing session in SessionLab, then click the plus (+) icon in the left-hand sidebar:

Here you can select ‘Page’ from the dropdown menu.

Once you've added a Page, you’ll be prompted to choose from several ready-to-use templates, based on common workshop planning needs:

  • Workshop Brief

  • Client Report

  • Task Management

  • Training Needs Assessment

  • Retrospective

You can also start with a blank Page if you want to create something custom.

Here is a video walkthrough that will show you how to create and use Pages:

If you need to point a colleague to a specific question in your Form or a particular section in your Page you can copy a direct link to any text block or question. When someone clicks the link, they'll jump straight to that content, perfect for focused feedback and faster collaboration.

Who Can See Your Pages?

Pages are visible to you and anyone you invite to collaborate on your session with you, whether they're Viewers or Editors.

Pages will be visible when you share the Visitor link, but will not be visible on the Online Agenda of your session.

Printing Pages

Once you’ve crafted your workshop brief, captured session outcomes, or created polished participant handouts in Pages, you might want to share them with colleagues or clients, which you can do by exporting your Pages as PDF or printing them.

Here is how to export your Page:

  1. Open the Page you want to export.

  2. Click the Export icon at the top of the screen.

  3. Select Print / PDF from the dropdown menu.

  4. In the dialog, choose the Pages preset.

Your Page will be exported exactly as you see it: headings, lists, and layout all preserved.

You can also access PDF export from any Page’s “…” (More options) menu. Selecting Print / PDF from there opens the export dialog with that Page automatically pre-selected.

If you prefer to work in Word or another text editor, you can always copy and paste your Page content directly. However, for a fully formatted version that preserves all styling and layout, we recommend using PDF export.

Including Pages on your session Templates

A Template is a complete session that can be shared, copied, reused, and edited depending on your needs. You can create a Template from a session by clicking on the export menu item, choosing 'Create template' and the workspace you'd like to save it in.

Any Pages added to your session will become part of the Template when you create it. For example, if you included a Retrospective Page in your Template, it will appear automatically every time you create a new session from that Template.

AI assistant on Pages

You can use the AI Assistant directly inside Pages to help you draft, refine, and translate your content, as well as create a session out of your planning notes, making your workshop planning even smoother.

How It Works

  • If your Page is empty: The AI will suggest key planning questions to help you get started.

  • If you’ve added content: You’ll get personalized options based on what’s written, ready to take you from a loose plan to a structured session in seconds.

    If you are stuck on what to include in your session outline or briefing note the AI Assistant can help by suggesting questions to guide your thinking. Simply click the AI Assistant icon in your Page and choose "Create planning questions" to get started.

AI Assistant can also help you summarize goals and outcomes, extract action items or draft a follow-up email, all based on your notes.


If your Page includes workshop goals, flow, and topic areas, the AI Assistant can help generate a session outline directly from your Page content. This is a quick way to turn your notes and ideas into a structured workshop agenda that is ready to be edited and customized in the session planner.

Did this answer your question?