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Managing Sessions

Organize and control your workshop sessions effectively

Session Groups

Session groups let you organize multiple sessions under a shared label — for example, grouping all sessions for a quarterly review or a specific team. Groups appear in the facilitator dashboard for easy filtering.

How to use groups:
  1. Open the Create Session form
  2. Enter a group name in the Session Group field (optional)
  3. Sessions with the same group name are listed together in your dashboard
  4. Filter the dashboard by group to focus on a subset of sessions
Screenshot: Dashboard filtered by session group (to be added)

Controlling Activity Visibility and Timing

During a live session, the facilitator controls which activity is visible to participants at any given time. Activities do not run on a timer — they open and close on facilitator command.

Open an Activity Click Open on the facilitator console to make an activity visible to participants
Close an Activity Click Close to stop accepting responses and hide the activity
Switch Activities Open a different activity to seamlessly transition participants
Show Results Toggle result visibility independently from activity open/close state
Tip: Only one activity can be open at a time. Opening a second activity automatically closes the current one.

Exporting Session Data and Reports

After a session concludes, you can download participant responses and activity results for further analysis or reporting.

Export steps:
  1. Navigate to the facilitator dashboard and select the session
  2. Click the Export button for the session or for an individual activity
  3. Choose CSV (spreadsheet-compatible) or JSON (developer-friendly)
  4. The file downloads immediately to your device
Note: Sessions are automatically deleted after their TTL (default 6 hours). Export data before the session expires if you need to keep the results.

Cloning Sessions from Templates

Save time by starting from an existing session. Built-in system templates and any sessions you have saved as templates can be cloned with a single click — all activities, settings, and join-form fields are copied into a brand-new session.

System Templates

Pre-built templates for common workshop scenarios (retrospectives, planning, team health checks)

Saved Templates

Sessions you have saved as reusable templates, available only to you

Screenshot: Template selection grid on the Create Session page (to be added)
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