Managing Explorations

Day-to-day operations for active and completed explorations — editing metadata and custom fields, closing completed sessions, reopening them when needed, and deleting explorations you no longer need.

Editing an exploration

To edit an exploration, click the three-dot menu on the exploration row in the table and select Edit, or open the exploration detail page and click the Edit button.

The Edit Exploration modal is identical to the Create Exploration modal. You can change:

• Name — rename the exploration
• Cycle — reassign to a different sprint, release, or iteration
• Environment — change the platform combination
• Template — switch to a different template (loads different custom fields; values for fields shared between templates are preserved)
• State — move to a different lifecycle state
• Assigned To — reassign to another team member
• Estimate — update the expected duration
• Tags — add or remove labels
• Custom Fields — update template field values

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

Closed explorations cannot be edited. The Edit button is hidden on closed explorations. To make changes, first reopen the exploration by changing its lifecycle state — see Reopening below.

Closing an exploration

1. Click Close exploration from the three-dot menu on the list row, or click the Close button on the exploration detail page header.
2. A confirmation dialog appears.
3. Click Close to confirm.

What closing means

• The exploration moves to the Closed lifecycle state and appears under the Closed toggle on the explorations list.
• The session log editor is disabled — no new results can be logged.
• The Edit button is removed from the detail page header.
• All existing data (results, notes, attachments, issue links) remains fully accessible.
• The exploration continues to appear in summary statistics and the Recently Closed card.

Reopening an exploration

To reopen a closed exploration, edit it and change the Lifecycle State back to an active state (e.g. In Progress). The exploration reappears in the Active view and accepts new results immediately.

Reopening preserves all data. No results, notes, attachments, or issue links are lost when reopening an exploration.

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.