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Create and Edit Your Indeemo Project

This article guides you through setting up and configuring your In-the-Moment Project, from creating a new project to cloning a task list.

Create Your Project

  • Navigate to the Manage Projects screen.
  • Click the + New Project button.
  • Choose In-The-Moment Project or Video Import Only (see more information on this below).

Configure Project Details

These details are for you and your team and are not visible to your respondents.

  • Recruitment Method: Select your preferred recruitment method.
  • Number of Respondents: Enter the total number of participants you expect to recruit for your project. This is used for your own reference and can be changed at any time.
  • Incentive: Add the incentive amount per respondent. This is used for your own reference.
  • Customised Respondent Registration Page: Enable this feature and add a short, descriptive welcome message for respondents.
  • Opt-in Consent: Enable this optional feature and upload a PDF of your research terms and conditions. You can learn more here(link).

Set Up Target Groups

Target Groups are used to segment your respondents. We recommend 1-4 groups per project.

  • Add a Target Group: Click the + button next to "Target Group(s)" or click the "Add another Target Group" link.
  • Name: Give your group a name (not visible to respondents).
  • Language: Select the language for accurate video transcription.
  • Schedule: Set the fieldwork start and end dates/times. These times will automatically adjust to the respondent's local timezone.
  • Target Group Settings: Enable additional features as needed, such as Experience Graph, Automated Video Transcription, and Mobile Screen Recording.
    • Desktop Screen Recording (DSR)
      • If you'd like your respondents to screen record on a desktop, they can log in to web.indeemo.com > tap Task List > tap the Task > Click ‘Screen Recording’ at the New Response and follow the steps to install the Indeemo Extension.

Build Your Task Lists

A Task List organizes the activities for your respondents. You can create a new task list or clone an existing one.

  1. Create a New Task List
  1. Add a Task List: Click the + button next to "Task Lists".
  2. Name: Give your task list a clear name, especially if you have multiple.
  3. Task List Type: Choose one of the four task release types (All at Once, Scheduled, Sequential, or Sequential + "No sooner than"). This cannot be changed once the project is created.
  4. Connect Target Groups: Select the Target Group(s) that will see this task list.
  5. Build your Task List:
    • Introduction: Welcome respondents, introduce the project, and outline the tasks.
    • Tasks: Click "Click here to add your first Task" to begin.
    • Task Title: Add a short, descriptive title (e.g., "1. Daily Diary Task").
    • Task Description: Explain the purpose of the task and what is required.
    • Required Response: Specify the type of upload required (e.g., Video, Photo, Note, Screen Recording).
    • Completion Message: Add a thank-you message for your participants.
  1. Clone an Existing Task List

Cloning a task list duplicates an entire task list from the current or a previous project, which is useful for creating variations.

  1. Create a Target Group: Ensure you have a target group ready to be assigned to the new cloned task list.
  2. Clone: When adding a new task list, choose the Clone an existing Task List option.
  3. Select & Save: Choose the project and task list you want to clone from, then select the new Target Group(s) that will get this cloned task list.
  4. Edit: Remember to rename the new task list and edit any dates and tasks as needed.

Editing an Existing Task List

You can edit a task list after a project is created, but avoid editing once fieldwork is live.

  • Go to Manage Projects.
  • Click the Edit Project icon on the project card.
  • From the left navigation menu, click on the task list you wish to edit. The selected task list will be highlighted in pink.
  • Make your changes and click Save.

Video Import Projects

Indeemo offers two project types: In-the-Moment and Video Import Only.

  • In-the-Moment: This is a traditional Indeemo project where respondents complete tasks using the Indeemo app. With the Video Import option enabled, you can also import interviews (e.g., IDIs) directly into a respondent’s profile to analyze them alongside their in-the-moment app uploads.
  • Video Import Only: This type of project serves as a repository for your interviews and videos, providing a space for transcription and analysis. In this case, respondents do not use the Indeemo app.

How to Import Video/Audio Files

You can import video files from your computer, Microsoft Teams, or Zoom. The dashboard accepts .mp4, .mov, .mp3, .aiff, .flac, .m4a, .acc and .ac3 files up to a maximum size of 2GB.

Importing to an In-the-Moment Project

  1. Click Import Video on the top right of your dashboard.
  2. Select the Project, Target Group, and Respondent to which the file belongs.
  3. Choose the source of the file and click Import.

Importing to a Video Import Project

  1. Click Import Video on the top right of your dashboard.
  2. Add a new respondent profile or select an existing one.
  3. Choose the source of the file and click Import.