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Plan Your Indeemo Project: A Simple Guide

Planning your research project on Indeemo is simple when you focus on two core components: Target Groups and Task Lists. A little planning now ensures a successful project and saves you time later.

This guide simplifies your project setup into four easy steps.

Step 1: Define Your Target Groups (The Who)

Your Target Groups are segments of participants in your study.

Target Groups allow you to

  1. Show a unique task list to each segment,
  2. Apply varying schedules,
  3. Filter on your dashboard to the first subset of your project data with one click.

 

Step 2: Choose Your Task List Type 

At Indeemo, we recognise that different projects come with different needs regarding how and when participants see their tasks.

With this in mind, we offer 3 options for you to choose the one most suitable for your task list:

  • All at Once tasking
  • Scheduled tasking 
  • Sequential tasking

Clik here to learn about each type and identify which approach is best for your research. 

 

Step 3: Structure Your Task List(s) (The What and When)

A Task List is the blueprint for your research activities.

It contains all the instructions and questions for the participants assigned to a specific Target Group.

Every Task List has three required parts:

  1. Introduction: This is the first thing participants see. Use it to welcome them, explain the project goal and duration, clearly define your expectations and incentives and provide clear technical support contact information.

  2. Tasks: The activities or questions you want them to complete. (See Step 4 for best practices.)

  3. Completion Message: The final message they see after completing all required work.

Introduction

This is the first thing the respondent sees when accessing their task list in the app.

  • Welcome the Respondent to the project,

  • Explain the purpose of the project (what you hope to learn from them),

  • Confirm the duration/timelines of the project.

  • Define expectations around payment of incentives.

  • Confirm how many tasks in total they will need to complete + a loose guide of what to expect and when 

  • If there is an out of home component, e.g. a shopping mission, mention this here so they can plan ahead.

  • Include your contact information so they can reach out to you with task related questions.

Tip: Embed a short intro video from yourself to help them connect with you!


Tasks

Indeemo offers two task types, which you can mix freely within the same Task List:

Standard Tasks: Open-ended questions. Participants respond via text (Note), photo, video, or screen recording, each with an optional caption. Respondents can submit an unlimited number of uploads to each standard task.

Survey Tasks: Structured questions with a fixed set of possible answers - Multiple Choice, Slider Scale, or Ranking. Respondents can respond to a survey task once. 

Learn more about Survey Tasks (beta) here

Screen Recordings can be Mobile (via the 'Screen Recording' button in the Indeemo App) or Desktop via Indeemo's Google Chrome Extension (via web.indeemo.com).

Desktop Screen Recording
If you want to offer participants the option to complete a screen recording on desktop, simply add the following into your task:

" If you usually browse or shop on your computer, open web.indeemo.com on your computer, log in with your email and Indeemo password, and follow the steps to record your computer screen. Check your microphone is enabled!"

Task layout

Title: Each task should have a short, clear unique title. 

Description: Specify what, when, where you want them to capture something. 

Required Response: Clearly define your requirements here.

Completion Message

Use this to thank the respondents for taking part, explain what happens next and most importantly, when they get paid!

The Completion Message appears as follows:

  • All-at-Once Task Lists: visible at all times.
  • Scheduled Task Lists: appears when fieldwork ends.
  • Sequential Task Lists: appears once Respondents complete their last task.

Tasks Best Practices

Good tasks are the key to high-quality data. Remember that participants will often be using the app on their phone, so keep it clear and easy to read.

  • Keep it Light: Tasks should be simple and easy to understand.

  • Keep it Short: Ideally, a task should fit on a single smartphone screen to prevent excessive scrolling.

  • Focus Your Questions: We recommend 2 to 4 questions per task. If a question is very important, give it its own separate task.