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Organise sessions to folders and search based on tags
Organise sessions to folders and search based on tags

Create folders in your Personal or shared workspaces and make it easy to find your sessions by tagging them

Andy avatar
Written by Andy
Updated over a week ago

Do you have a lot of sessions on your workspace and you’d like to organise them so you can find your sessions more easily?

There are three main tools to help you with this:

  • Create folders and organise your sessions into a folder structure

  • Apply tags consistently, so you can find the sessions you need through the dashboard search

  • Filters in the dashboard search, so you can search for sessions from a specific collaborator.

How to create a folder

You can create a folder by navigating to the workspace and clicking on the New Folder button in the upper right corner.

The folders you create are only visible in the workspace where you create them. Folders will be visible to each member of that workspace.

Folders will not be visible and cannot be created in the ‘Home’ view as this is just a shortcut to access your most recent sessions.

If you are in a certain folder when you click on the ‘New session’ button, then the session will be created in the workspace and folder where you were located when pressing the New session button.

You can move any existing sessions into a folder; read more about this here.

If you would like to create folders within a folder (subfolders) then this can be achieved by clicking on the 'New folder' button when you're currently inside the folder where you wish to make a new one.

Assign tags, clients, dates or rename your sessions

There are various ways to rename a folder, or to rename and add further information to your sessions. If you’d like to do it from your workspace, then click on the ‘Edit Info’ button on the folder or session card (in grid view). The Edit info button will only be available for the folders and sessions where you are the owner or you have editor rights.

Edit info

The same renaming option is also available in list view, with the exception that you cannot edit the session description since it is not displayed in list view. Nonetheless, you can adjust the name, date, client and tags of the sessions, and the name of folders.

Renaming option in list view

To make your sessions easy to find, we recommend adding client information and tags to your sessions. You can add the client and tags to your sessions from the session card on your dashboard in grid or list view, or from the Session Info tab in the Session Planner.

Search across your workspaces

If you are looking for a session that you previously designed in SessionLab or a session that is shared with you, you can turn to the Search box on your dashboard. This search will look up sessions from all the workspaces you have access to.

The search function on the dashboard looks up content from the session information; it searches in the title, tags, client and description of your sessions. Therefore if you consistently add tags and clients to your sessions, you’ll be able to find them easily when searching.

The dashboard search looks up content from the session card, so it will search in the title, tags and description of your sessions.

You can now also take advantage of the filters in the dashboard search.

If you are looking for a specific session, and you remember who delivered that session. Search filters can help you find it. This is also useful if you want to see the activity of a specific team member on your workspace.

Once you click the search bar on the dashboard, you’ll see an option to filter by “Person”. Once you specify the person, you’ll also be able to specify that person's role to make the search results even more relevant.

For example, here we’ve search for sessions which included a specific user as an editor, and I can see two results here:

This feature is also useful if you would like to see the activity of a specific team member on your workspace - for example which sessions they created or have been invited to collaborate on.

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