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.

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.

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.

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.

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:

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.

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

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.

Groups and Breakout blocks in your session are collapsible. 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!