Creating a 'Project' and 'Rounds' of Research

A step-by-step guide to create a 'Project' and 'Round'

Russ Troester avatar
Written by Russ Troester
Updated over a week ago

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.


Creating a Project

  1. Log on to Lookback on your desktop/laptop on a Google Chrome browser

  2. Click New Project on the top right corner.

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

  4. Unless you are on a Starter or Freelance plan, you can also choose to make your project Private and add specific project members who can access your Project. Please note: in order to add members to your project, they need to already be members of your Lookback organisation.


Creating a Round of Research

Choose the type of Round you want

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

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. Main use case is usability testing of a website, prototype, or app.

  • Recording includes participant's voice and screen. Recording the participant's face/camera is is optional.

  • Moderator can also share their screen with the participant.

  • Compatible with Desktop, iOS, and Android.
    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. Both are optional and can be toggled on and off by the participant during the session as needed.

  • On Desktop, the Participant can also share their screen during the session

  • 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...


SelfTest

An unmoderated, remote Round that allows participants to carry out the session on their own time. Allows you to give participants a short set of instructions to carry out. You can limit the 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. Recording the participant's face/camera is is optional.

  • Compatible with iOS, Android, & Desktop.

  • Participants are required to download Lookback's Participate App on mobile
    More...


Tasks

An unmoderated, remote Round type that allows participants to carry out the session on 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 the 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 on mobile
    More...

Configuring the Round

1) Changing the Round Name

  • First click the pencil icon ✏️and name or describe your round at the very top of the page.

2) Language

  • By default, this is set to English, but you can select a different language for your participants if needed. Please see this help article for a list of supported languages and more details.

3) Device requirements (not available for Interview)

  • Choose which devices you'll be testing on. Desktop, iOS or Android

  • For Desktop, the Extension-free Beta will be enabled by default, but you can always disable it and use our Chrome extension instead

4) Mobile browsers (not available for Interview)

5) Participant Camera (not available for Interview)

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

6) Session limit (only on SelfTest or Tasks)

  • Sometimes it's helpful to invite more participants than you really need because you know some will not participate for a variety of reasons. With the Session Limit setting, you can over invite but still limit the number of participants

  • For example: let's say you only need 10 participants but you invite 20 to the study. Once the first 10 participants have completed the study, Lookback will not allow any more participants.

7) 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

8) Landing Page for participant (not available for Interview)

  • 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

🚀 For a Tasks round, you'll have the option to create a Scenario and multiple tasks. Each task can have its own Auto-Open URL

9) Instructions for participant (not available for Interview)

  • Shown when the session starts

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

10) Final Message for participant

  • Shown after the participant ends the session

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

🚀 When finished, be sure you click Save at the top right to save your changes!

Now you're ready to start testing!


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