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

  • Project represents your higher level research theme.

  • Round The round represents the level for iterations, and focuses on the details of your test plan – the method of testing, the devices your testing on and the actual tasks themselves.

  • Rounds live within a Project and each iteration (a conducted research session) based on that round is captured and called a session. You can have multiple Rounds, of all different round types, 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.

New Project
  • Name your Project and add a description, if you like.

Project Name
  • 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.

Private Project
  • Remember project members should have already been added to your Members Page earlier.

Add Project Member to Private Project

Create a Round — or multiple Rounds — within your Project

Choose the Type of 'Round'

You have a few Round/session Types (Test Plan Types) to choose from:

Choose a Round Type : Interview, LiveShare, SelfTest, Tasks for Desktop

LiveShare

A moderated, remote or in-person Round that allows you to have a face-to-face conversation with the participant and watch the participants screen as well.

  • Recording includes participant's voice and screen. Face camera recording is optional.

  • Moderator can also share their screen with the participant.

  • Compatible with Desktop, iOS and Android.

  • Participants are required to download Lookback's Participate App or Extension.
    More...

SelfTest

An unmoderated, remote Round that allows participants to carry out the session in their own time. Allows you to give participants a short list of tasks to carry out. You can limit (cap) the number of test submissions, i.e. participants that can take this test, so that you have control over the number of sessions used in an unmoderated round.

  • Recording includes participant's voice and screen. Face camera recording is optional.

  • Compatible with iOS, Android & Desktop.

  • Participants are required to download Lookback's Participate App or Extension
    More...

Tasks

An unmoderated, remote Round type that allows participants to carry out the session in their own time. Allows you to design give more detailed tasks and step-by-step instructions and ensure participants have completed a task before they proceed to the next. You can set a different auto-open url for each task, and limit (cap) the number of test submissions, i.e. control how many participants take the test, to allow for over-inviting participants.

  • Recording includes participant's voice and screen. Face camera recording is optional.

  • Compatible with Desktop, Android & Desktop

  • Participants are required to download Lookback's Participate Chrome Extension.
    More...

Interview

A moderated Round where the focus is on a 1-on-1 conversation with the participant rather than the participant's screen.

  • Recording includes participant's voice and face, if the participant enables camera and mic. (On Desktop, recording includes participant's screen, if enabled by participant)

  • Moderator can share their screen with participant.

  • Compatible with Desktop, iOS and Android.

  • Participants are not required to download any App or Extension. They just click the Participant Link and start a session.
    More...

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.

Test Plan

🚀 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

Participant Camera

- Choose if you want the Participant to share their camera or not. Or leave the choice up to the participant!

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

  • Remember to Save the details of your Round!


🚀 ProTip! If you've chosen ...

Now you're ready to start testing.

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