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How to Create Projects and Rounds of Research in Lookback

Learn how to create new Projects and Rounds in Lookback, and how to manage basic study configuration before inviting participants.

Henrik Mattsson avatar
Written by Henrik Mattsson
Updated over a week ago

Creating Projects and Rounds is a core part of study setup in Lookback. This article walks you through the steps to set up your research workspace so you can configure methods, invite participants, and begin collecting sessions.

Create a new Project

A Project is a top-level container for your research work.

To create a new Project:

  1. In Lookback, click + New Project in the top right corner of your dashboard

  2. Enter a Project name that represents your research focus (e.g., feature area, user segment, product).

  3. Optionally add a description to remind collaborators and stakeholders what this Project is about.

  4. Click Create Project.

Once created, your Project becomes the home for all Rounds and sessions within that research focus.

Create a new Round

A Round represents a set of sessions conducted with a specific method, version, or participant group.

To add a Round:

  1. Open the Project where you want the Round.

  2. Click + Add Round (or New Round).

  3. Choose the method you want to use:

    • LiveShare (moderated with screen sharing)

    • Interview (moderated without continuous screen)

    • SelfTest (unmoderated)

    • Tasks (unmoderated with structured tasks)

  4. Give the Round a name that identifies the method, version, or purpose (e.g., “LiveShare – Onboarding Flow”).

  5. Click Create Round.

You can now configure Round-specific settings such as landing page URL, instructions, session type, and more. (Settings are covered separately.)

Understand Round structure

Each Round you create is tied to:

  • a research method

  • a landing page or URL (optional; often used with prototypes or task flows)

  • a participant link or panel selection (if using Recruit)

  • an observer link for stakeholders

  • ongoing session capture as participants join

Rounds help you run:

  • different methods within the same Project

  • separate versions of the same method (e.g., Variant A vs Variant B)

  • multiple participant segments

  • iterative studies for the same feature

Edit Round details

After creating a Round, you may need to update its settings (e.g., landing page, instructions, scheduling info).
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To edit a Round:

  1. Go to the Round you want to update.

  2. Click Edit Round (usually in the upper right).

  3. Make your changes.

  4. Click Save.

Changes take effect immediately; existing participant links remain valid unless you regenerate them.

Best practices for naming

  • Use clear, descriptive names (e.g., “Tasks – Checkout Flow – Version 2”).

  • Include method type in the name to make it obvious in dashboards and calendars.

  • If you plan multiple iterations, include a version or date component.

Clear naming improves communication with stakeholders and helps avoid confusion when launching links.

After creating Projects and Rounds

Once your Project and Round are set up:

  • Confirm your Round configuration under Settings

  • Run a Preview Session (see Preview Links & Preview Sessions)

  • Use Participant PreCheck for Liveshare studies

  • Verify device and browser compatibility

  • Use the Study Readiness Checklist before inviting participants

This sequence helps ensure that participants have a smooth experience and that sessions record successfully.

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