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Customize your Session Planner layout
Customize your Session Planner layout

Choose to show and hide various fields of your session blocks, and manage how your agenda appears on-screen

Kristina avatar
Written by Kristina
Updated over a month ago

With the possibility to customize column visibility in the planner, you have control over how your agenda appears in the session planner. Each field of a block can be displayed in a column, giving you a table-style view of your entire agenda. You are able to choose which columns, and the amount of details, you would like to be shown in the planner.

Add details of your session

The Session details section is where you’ll collect all the basic information about your session, such as the date, client, and description. This is particularly useful when collaborating and sharing sessions, or when you have a lot of sessions to organize.

You can see the Session Info on the main view of the planner, above and underneath the session title.

In the Session Info, you can set the date of your session, the client you may be running the session with, and add a detailed description too. You can also add tags to your sessions to help keep everything in your workspace organized.

Change column visibility

In the default view, when you first open your session, you will see 2 columns, but on the side menu ('Session settings') you are able to choose how many other columns you would like to be shown. This will be applied to all the blocks in your session (including blocks in Groups and Breakouts).

Here, you can click the eye icon next to any of the column names to hide or show that specific column.

This will give you control over how the information is displayed in your session planner.

You are able to show the Time and Duration in the same column if you would prefer to take up less space in your session planner. By clicking the arrow next to the Start Time column, you can choose to Show duration.

Here, you'll see both the Time and Duration in the same column.

Will collaborators see all the columns in the main agenda, if I choose to hide them?

This is a session-level setting that applies to every other collaborator of your session. If you choose to show or hide columns, they will also be shown / hidden in the main session planner view for your collaborators.

However, any collaborator can open a block's 'Block Details' section to see the information in other fields of the block, so content will not be kept private if you choose to hide a column. You may like to consider sharing a stripped back Online Agenda view with those who you don't wish to see all the session's details.

Renaming columns in your Session planner

You can change the title of any column in your Session planner by hovering your cursor over any column in your agenda and the column settings button will appear. Click on this to edit your column’s name:

Adjusting the column name here will only affect the current session you’re working on, but you can also set default category names for all future sessions you create in your workspace.

These custom column names will also appear on your exports, and this could aid your session planning in a number of ways:

  • Easily communicate with your collaborators the purpose of each column - for example, by renaming columns to ‘Technical Instructions’ or ‘Facilitator Notes’

  • Choose your preferred naming conventions for each column; you could change ‘Goals’ to ‘Learning Objectives’ if this is more applicable to the agenda you’re designing

  • Create an export solely in your preferred language: personalise each column header to the equivalent name in any language, and your collaborators or audience will no longer see English-only header names

Define default column names and layout across your workspace

Changing column titles and visibility within your session will only affect the session you’re working on, but you may wish to set default category names, order and/or visibility for each agenda you create in your workspace.

To define this, head to your workspace’s admin page and to the ‘Team Settings’ area. Scroll down to the ‘Block columns’ section and here you can adjust the category names and drag and drop the columns to adjust their visibility and order.

Screenshot 2024-11-08 at 12.05.06.png

This will affect all new sessions which are created in that workspace, but won’t impact past sessions you’ve already designed.

Adjust the widths of any column

You are also able to adjust the size of each column, by dragging the right edge of the column left or right.

You can narrow the 'Assigned To' column to a degree where you can only see your collaborators' images, granting you more on-screen space to view the content of your other columns. Hover your cursor over the right side of the column title, and drag the column to the left to narrow it:

To assign a user to a block, please make sure that the ‘Assigned to’ column is visible in the planner. Then you will be able to click the ‘Assign a person’ icon to assign a collaborator to a specific block. Please note that you will need to have invited a collaborator to your session in order to assign that person to a block in your agenda.

Expanding / collapsing blocks

You can expand / collapse your blocks using the dotted menu on the upper left side of any block:

You can also collapse or expand all blocks at once using the option from the Session settings menu

Using the zoom function to see your content more easily

You can use the Zoom function to choose whether you want to zoom in for a close-up view of the text in the blocks within your session, or zoom out for a broader view of your session.

Once you open your Session Planner you will see the Zoom option in Session Settings that will show you how zoomed in your planner currently is.

When you click on the feature, you are able to change the percentage of zoom, to make it suitable for you. The percentages currently offered are 75%, 90%, 100%, 125%.

Please note: Zoom feature is currently not available on Safari browser.

Optimize your screen space with the Resize to Fit feature

With the 'Resize to Fit' feature you are able to automatically resize the columns in your Session Planner, to fit your screen width.

By using this feature, you won't need to scroll horizontally or adjust column widths to see all the columns. You are also able to see all your session information at a glance without adjusting zoom levels. This means easier navigation, improved visibility, and a more organized layout.

To use this feature, click on the Session settings button on the upper right corner of your planner, and choose Resize to Fit.

Additionally, the 'Resize to Fit' feature optimizes your screen space, allowing you to keep SessionLab open alongside other applications, perfect for multitasking during virtual meetings and presentations.

Commenting

You will find the comment icon on the right of any block in your session. This icon will become visible while you hover over the specific block if there are no comments added. It will be completely visible when there are already comments added to that specific block.

Customizing Groups and Breakouts

Groups and Breakout blocks in your session are collapsable. If you click the arrow next to the Group name, you will be able to expand or collapse the Group or Breakout section.

Please feel free to let us know of any issues you run into, as well as your thoughts and feedback on the Session Planner!

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