Making Changes to a Live Project

You can make many changes to your project after initially setting it up.

This article outlines best practice to ensure a smooth participant experience.

Managing Fieldwork Dates
Editing the Task List on a Live Project

Managing Fieldwork Dates

This section covers managing the overall timeline and status of your project.

Changing the Project Start Date

Action	Best Practice	Key Check/Warning
Change Start Date	ONLY do this before inviting participants.	If participants have already been invited, do not change the start date. Leaving it as is technically has no adverse implications for participants.

Changing the Project End Date

Action	Best Practice	Key Check/Warning
Extend or Shorten End Date	This is absolutely fine to do at any stage. For scheduled or sequential tasking, first ensure all tasks will be released before your new chosen end date	Use the Extend Fieldwork button located on the project card in Manage Projects. Participants are not notified of date changes.

Action

Best Practice

Key Check/Warning

Extend or Shorten End Date

This is absolutely fine to do at any stage.

For scheduled or sequential tasking, first ensure all tasks will be released before your new chosen end date

Use the Extend Fieldwork button located on the project card in Manage Projects.

Participants are not notified of date changes.

Ending Fieldwork early

Fieldwork ends automatically on the scheduled end date. If you need to end it sooner:

The Project Owner navigates to Manage Projects.
Click on the 3 dots and then End Fieldwork on the relevant project card.

Note on Participant Connection: Once fieldwork ends, participants cannot submit new uploads. However, they can reply to any comments you add to their existing uploads for two days. After those two days, they are fully disconnected.

Editing the Task List on a Live Project

The guidelines for modifying tasks depend on the project's tasking type.

All-at-Once Tasking

(Participants see all tasks from the moment they log in.)

Modification	Action Required	Key Check/Warning
Adding or Editing Tasks	Make the change in the task list. Then, immediately use the Group Reminder function to notify participants to refresh.	Recommendation: Generally, we recommend avoiding making any changes to the task list once participants have been added, but this is the necessary procedure if a critical change is needed.
Removing Tasks	1. Go to Task Completion. 2. Filter to the task/target group to check for uploads. 3. If NO uploads are submitted, you can safely delete the task. 4. Use the Group Reminder function immediately after deleting to advise participants to refresh.	ABSOLUTELY ONLY remove a task if there are NO uploads submitted to it yet.

Copy-Paste Template for Adding/Editing/Removing Tasks

Use this template with the Group Reminder function:

Hi everyone, We've made a quick update to the task list. Please open your Indeemo app, go to the Task List, and swipe down on screen to refresh it to see the updated tasks. Thank you!

Scheduled Tasking

(Tasks appear to participants based on a schedule.)

Modification	Action Required	Key Check/Warning
Editing a Live Task	Same as All-at-Once: Make the edits, then send the reminder message to refresh the task list.	Recommendation: We recommend avoiding editing a task while it is live.
Adding a Task	ONLY add tasks with a future start date. This ensures participants receive the necessary push notifications when the task becomes available.	Do not add tasks that should have started in the past.
Removing a Future Task	Find the task and delete it.	This is safe to do since the task has not yet been assigned to the participants.

Sequential Tasking

(Tasks are completed in a fixed order.)

Modification	Action Required	Key Check/Warning
Any Change (Adding, Editing, Removing)	Do not make any changes.	BLANKET WARNING: We strongly recommend against making any changes to a sequential task list once the project is live to prevent disruption to the user journey and data integrity.