Plan Your Indeemo Project: A Simple Guide

Planning your research project on Indeemo is simple when you focus on two core components: Target Groups and Task Lists. A little planning now ensures a successful study and saves you time later.

This guide simplifies your project setup into four easy steps.

Step 1: Define Your Target Groups (The Who)

Your Target Groups are the segments of participants in your study. Every participant (Respondent) must belong to one group.

The Planning Question:

Do different groups of participants need to see different content or follow different timelines?

Scenario	Recommendation
All respondents have the same tasks, schedule, and language.	You only need one Target Group.
Different groups need different tasks or schedules.	Create a separate Target Group for each unique variation (e.g., "US Group A," "UK Group B").
Groups are different (e.g., age, location) but tasks/schedule are the same.	Create target groups by your primary segmentation. Use the Alias Feature to label participants of any other segmentations instead of many Target Groups.

Scenario

Recommendation

All respondents have the same tasks, schedule, and language.

You only need one Target Group.

Different groups need different tasks or schedules.

Create a separate Target Group for each unique variation (e.g., "US Group A," "UK Group B").

Groups are different (e.g., age, location) but tasks/schedule are the same.

Create target groups by your primary segmentation.

Use the Alias Feature to label participants of any other segmentations instead of many Target Groups.

Goal: Aim for simplicity—2 to 4 Target Groups is ideal for most projects.

Step 2: Structure Your Task Lists (The What and When)

A Task List is the blueprint for your research activities. It contains all the instructions and questions for the participants assigned to a specific Target Group.

Every Task List has three required parts:

Introduction: This is the first thing participants see. Use it to welcome them, explain the project goal and duration, clearly define your expectations and incentives and provide clear technical support contact information.
Tasks: The activities or questions you want them to complete. (See Step 3 for best practices.)
Completion Message: The final message they see after completing all required work.

Step 3: Design Your Tasks (The Content)

Your tasks in your Indeemo project are open ended questions. Participants can respond via photo (with optional caption), video or screen recording (with optional caption) or text response (Note).

Good tasks are the key to high-quality data. Remember that participants will often be using the app on their phone, so keep it clear and easy to read.

Tasks Best Practices

Keep it Light: Tasks should be simple and easy to understand.
Keep it Short: Ideally, a task should fit on a single smartphone screen to prevent excessive scrolling.
Focus Your Questions: We recommend 2 to 4 questions per task. If a question is very important, give it its own separate task.

Tips for your Tasks

Title: Each task should have a short, clear unique title.

Description: Specify what, when, where you want them to capture something.

Required Response: Clearly define your requirements here.

Add these tips to ensure a smooth respondent experience:

Type of Task / Query	Guidance to Provide
Screen Recording	"Remember to enable your microphone* and "think out loud" to narrate your experience. Please do a test recording first."*
Desktop Screen recording	Indeemo is Mobile first, so all participants should primarily use the Indeemo App. Indeemo's Desktop Screen Recording Capability uses a Google Chrome extension, so participants need Google Chrome and a microphone on their desktops. If you'd like your respondents to screen record on a desktop, use the following steps in your task: "1.On your desktop, log in to web.indeemo.com 2. Click Task List > select your Task 3, Click ‘Screen Recording’ at the New Response and follow the steps to install the Indeemo Extension and capture your recording."
Privacy/Sensitive Data in Screen Recordings	Always include a clear warning. Advise them not to share any sensitive data in a screen recording or screenshot.

Type of Task / Query

Guidance to Provide

Screen Recording

"Remember to enable your microphone and "think out loud" to narrate your experience. Please do a test recording first."

Desktop Screen recording

Indeemo is Mobile first, so all participants should primarily use the Indeemo App.

Indeemo's Desktop Screen Recording Capability uses a Google Chrome extension, so participants need Google Chrome and a microphone on their desktops.

If you'd like your respondents to screen record on a desktop, use the following steps in your task:

"1.On your desktop, log in to web.indeemo.com

2. Click Task List > select your Task

3, Click ‘Screen Recording’ at the New Response and follow the steps to install the Indeemo Extension and capture your recording."

Privacy/Sensitive Data in Screen Recordings

Always include a clear warning. Advise them not to share any sensitive data in a screen recording or screenshot.

Step 4: Choose Your Task Release Type

You must choose one of the following methods for releasing your tasks within the Task List.

Release Type	How it Works	Best For...	Key Feature
All at Once	All tasks are available to the participant immediately upon joining the study.	Projects where respondents need maximum flexibility to complete tasks at their own pace.	Flexible/Time-sensitive projects.
Scheduled	Tasks are released automatically on specific dates and times you set.	Tasks tied to specific external events or a strict, structured timeline.	Prevents overwhelming participants.
Sequential	Tasks unlock one at a time. Participants must complete the current task to see the next one.	Studies where a strict, step-by-step order of completion is required.	Most rigid, ensures task order is met.
Sequential + "No Sooner Than"	Tasks unlock in order, but you can also set a specific start date and time for each.	Combining a strict order with a time-based release (e.g., Task 2 must follow Task 1, but also cannot start before Monday).	Combines sequence with a time constraint.