To get your research underway, you first need to create a 'Project' and a 'Round.'

  • Project represents your higher level research theme.
  • Round focuses on the details of your test plan - the method of testing, the devices your testing on and the actual tasks itself.
  • Rounds live within a Project and allow you to carry out multiple Rounds of research within the same Project.

Create a Project

  • Log on to Lookback on your desktop/laptop on a Google Chrome browser.
  • Click New Project on the top right corner.
  • Name your Project and add a description, if you like.
  • Unless you are on a Starter plan, you can also choose to make your project Private and add specific project members who can access your Project.
  • Remember project members should have already been added to your Members Page earlier.

Create a Round — or multiple Rounds — within your Project

Choose the Type of 'Round'

You now have a few options for you to choose from:


✅ Moderated

✅ Remote or In-Person

✅ Compatible with iOS, Android and Desktop


✅ Unmoderated

✅ Remote

✅ Suitable for a short list of tasks for Participants

✅ Compatible with iOS, Android & Desktop

Tasks for Desktop

✅ Unmoderated

✅ Remote

✅ Suitable for detailed step-by-step tasks for Participants

✅ Compatible with Desktop only

The Nitty Gritty

  • First click the pencil icon ✏️and name or describe your round at the very top of the page.
  • Then go ahead and add the granular details.

ProTip! Format text using Markdown

Device requirements

- Choose which devices you'll be testing on. Desktop, iOS or Android?
- If you're testing on iOS, you can also decide to hide browser controls

Welcome Message for participant

- Shown before the participant starts the session

- You can describe the context of the test and add links to external consent forms too

Landing Page for participant

- Shown when the session starts

- Add the url of the a website or prototype you're testing

- Leave blank if you're testing an App, a prototype viewed in an App or anything else

Instructions for participant

- Shown when the session starts

- Provide tasks for your participant to carry out, and add links to external questionnaires, or other web-based content

Final Message for participant

- Shown after the participant ends the session

- Say thank you and add links to external (post-test) surveys

ProTop! If you've chosen a Tasks for Desktop Round you can also describe a scenario, provide detailed step-by-step tasks and specify separate landing pages for each task.

  • Remember to Save the details of your Round!

Now you're ready to start testing.


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