This help article will walk you through the basics of our unmoderated, task-based product Tasks for Desktop, what characterises it and how to set up a Tasks round of research.
How does Tasks differ from from SelfTest?
Tasks for Desktop allows you to describe the Scenario for your unmoderated session in more detail, to set the mood and intent for your unmoderated session, thereby guiding your participant toward the desired mindset, before the participant starts completing the tasks.
The obvious difference is that the tasks in Tasks are itemized, for the participants complete them sequentially, one by one.
What's more, you can specify a different auto-open URL (website, prototype, survey etc) for each task.
The result is a more seamless experience for the Participant, smoother transitions from one task to the next.
When to use Tasks for Desktop
Choose Tasks for Desktop for Unmoderated Desktop sessions, that:
have 5-8 questions/tasks that require sequenced focus
include multiple URLs (websites, prototypes, surveys)
have distinct questions that require a simple response
encourage 'speak aloud' perspectives e.g. preference testing
How to create a Tasks for Desktop Round
Click New Round in your existing Project or start afresh with a New Project
Then choose Tasks
Round Description
Click the pencil icon ✏️ and name or describe your Round on the top-left corner. This is just to help you and your team get your Rounds identifiable – your Participants will not see this description.
Welcome Message for Participants
➡︎ Shown to Participants:
... before Participants start the session
➡︎ Allows you to:
... explain the context of the session, add links to external consent forms
Scenario for Participants
➡︎ Shown to Participants:
... after she/he grants permission to start recording the session
➡︎ Allows you to:
... set the the stage for Participants before he/she starts testing
... add an auto-open URL and direct Participants to a website or prototype.
Tasks for Participants
➡︎ Shown to Participants sequentially:
... after Participants read the Scenario and click Begin
➡︎ Allows you to:
... provide many sequential Tasks for Participants to carry out – one at a time.
... add different auto-open URLs so Participants automatically sees a different website, prototype or survey for each Task.
Final Message for Participants
➡︎ Shown to Participants:
... after Participants complete the Tasks.
➡︎ Allows you to:
... thank Participants for their time and/or add links to an external (post-session) survey.
🚀 ProTip! Format text using Markdown
All set!
Remember to click Save on the top-right corner!
As always, go back to your Project and click the Invite to Unmoderated button beside this Tasks for Desktop Round to copy the Participant Link.
As usual ...
once your participant completes a session you will find the recording in the relevant Round in your project
When you're in Playback mode, you will be able to clearly see when your Participant transitions from one Task to the next on your timeline, to help with faster synthesis.
You can also increase playback speed, take time-stamped notes, @mention team members in your notes and create highlights as usual.
