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Move discussions into projects

Move quick sessions or single discussions into a project — and create the target project, event or session on the fly.

Moving takes one dialog: pick a project, pick an event, confirm. At every step you can create a missing project, event or session on the spot, and nothing is lost in a move — discussions, recordings and analysis travel with the item.

Move a quick session (with all its discussions)

  1. In the sidebar, open Quick sessions.
  2. To move several sessions at once, select their cards first.
  3. On the card, click Move (tooltip: "Move to project") — or, for a selection, click Move selected.
  4. Under Select project, pick a project, or click Create new project and type a name.
  5. Under Select event, pick an event, or click Create new event.
  6. Keep Move as standalone session, or pick a target under Or merge into an existing session: to add its discussions to that session.
  7. Click Move here — or Move & merge if you chose a session. A confirmation appears with a link to the new location.

File a single unassigned discussion

Unassigned discussions are listed in the All discussions view.

  1. On the discussion's card, open the card menu and choose Assign to session.
  2. Under Select project, pick a project, or click New project.
  3. Under Select event, pick an event, or click New event.
  4. Under Select session, pick a session, or click New session.
  5. Check the summary and click Assign. The discussion leaves the list and now lives in that session.

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