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.
- If you're on a Pro Plan or Enterprise 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:
LiveShare
✅ Moderated
✅ Remote or In-Person
✅ Compatible with iOS, Android and Desktop
SelfTest
✅ 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.
Next:
- Invite Participants to a Remote LiveShare within a 'Round' (remote + moderated)
- Start an In-person LiveShare within a 'Round' (in-person + unmoderated)
- Invite Participants to carry out a SelfTest with a 'Round' (remote + unmoderated)