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How to use a Session

Create a session, build its agenda with drills, custom items and dividers, then play it with your participants.

A session is a single workshop. You create it, build an agenda, and then run it in Play mode.

Before you start

Sessions you create in My Work are personal. To create a team session, first click the team's initials in the workspace switcher on the far left.

Steps

  1. In the Instigator sidebar, under My work, click Sessions, then click Create session.
  2. Under Make a session from, keep Scratch. Enter a Name and, if you want, a Client and a Challenge statement.
  3. Choose a Session format, set the Start date and the time zone, and set the number of Individuals, Duos and Teams. Click Create Session.
  4. On the session page, click Add drill to open the Drill library. Open a drill and click Add drill to session.
  5. To add other rows, click Add item and choose Add agenda item (a custom activity such as a break) or Add divider. Fill in the form and click Continue.
  6. Manage each agenda row with its ... menu: Detail, Edit (name, notes, Duration, Execution type and resources), Delete or Duplicate. Drag the handle on the right to reorder rows.
  7. Click Session detail below the session name to see or hide the session details.
  8. When you are ready, click Play to open the session for participants. Use Agenda to see the full agenda and Copy link to agenda.
  9. After the workshop, click Generate Report.

Tips

  • Start times for each row are calculated from the session Start date and each item's duration. The last row shows END.
  • Check the number of teams, duos and individuals before you click Play. Virtual posters are created from these numbers.
  • The ... menu next to the session name also has Edit, Duplicate, Create template, Review, Share and Archive.

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