Managing Explorations

Day-to-day operations for explorations — editing charter metadata, starting and debriefing sessions, resuming debriefed charters, and deleting explorations you no longer need.

Editing an exploration

Open the breadcrumb menu (EX-… ⋯) and select Edit exploration…, edit the title inline on the detail header, or change metadata directly on the runner’s Details card (cycle, owner, time box, environment, template, tags, and chip-style template custom fields). The composer modal offers the same fields in one form.

The edit composer is identical to the create composer. You can change:

• Title — rename the charter (also editable inline on the detail header)
• Cycle — reassign to a different sprint, release, or iteration
• Owner — reassign to another team member
• Environment — change the platform combination
• Time box — update the expected duration
• Tags — add or remove labels
• Template — switch to a different template (loads different custom fields; values for fields shared between templates are preserved)
• Custom fields — update template field values

Click Save to apply changes. Editing requires the Edit explorations permission.

Debriefed sessions. After debrief the session log is read-only, but charter metadata and debrief notes remain editable, and you can Resume the session to log again. Explorations use the Planned → Live → Debriefed lifecycle — there is no separate “closed” state.

Starting a session

1. Open a Planned exploration.
2. Click Start in the header (or from the list row menu).
3. The session moves to Live — the elapsed timer begins and the log composer activates.

Debriefing a session

1. While Live, click Debrief… in the header.
2. Enter wrap-up notes in the debrief modal.
3. Confirm to move the session to Debriefed — the log becomes read-only.

Resuming a debriefed session

On a Debriefed exploration, click Resume to reopen the session for additional logging. The session returns to Live with the elapsed timer continuing from where it left off.

Deleting an exploration

To delete an exploration, click the three-dot menu and select Delete. A confirmation dialog appears — click Delete to confirm.

Deletion is permanent. Deleting an exploration removes the exploration and all its logged results, notes, attachments, and issue links. This action cannot be undone.

Permissions reference

For a complete permissions overview, see Explorations Overview.