Indeemo Project Planner > Step 1: Planning your project1.1 Your Indeemo Project timeline
Typically, these are the 6 stages of an Indeemo Project. We usually see that Recruitment will take our clients 1-2 weeks, and within this time we recommend to plan and set up your project.
Adding your colleagues, as well as adding and inviting your respondents will typically take a couple of hours.
A typical Indeemo project usually spans 1-2 weeks, but many clients run longer or shorter studies too.
During and after fieldwork you have access to the Indeemo analysis tools, and when you are ready, you can export your data if you wish.
Scroll to get started with some important Recruitment information!
1.2 Recruitment / Screener Info
When recruiting for your Indeemo project, smartphone requirements and some level of tech savviness need to be screened for. Please see below details that we recommend you share with your recruiter/ field agent.
Information for your Screener
This section details the 3 critical things (a, b and c below) that you need to to do to source respondents who will be able to install and use the Indeemo app.
(a) Screen for the right smartphone and Operating System spec
Respondents must have at least an iPhone X or above running iOS 16 and above or an Android Smartphone running Android 12 and above.
If respondents are not sure what OS version they have, ask them to check out this link: https://resources.indeemo.com/check-os
The above OS requirements also apply to Android tablets and iPads.
(b) Screen for some level of tech savviness
We also advise that you screen for some level of tech savviness e.g. “Do you use Facebook or WhatsApp”. If they do, they will have no problem using the Indeemo App.
(c) Do NOT mention Indeemo in the screener
DO NOT mention Indeemo by name in your screener. Just say that they will need to install a “Mobile App”. This prevents Respondents from downloading the Indeemo app before the project goes live.
All the information they need to register for the project and install the app is included in the invitation email you will send them once the project is set up. See the Respondent Invite Templates section below.
If your Indeemo Subscription includes Customised Respondent Registration Page with Opt In Consent, please visit the below link for more information, and contact your Indeemo Account Manager or support@indeemo.com to receive guidance on how best to use this feature.
Learn more about Customised Respondent Registration Page with Opt In Consent
1.3 Creating your tasklist (tips, tasking types and template)
Below you will find some information and tips to consider when creating your task list, as well as our Indeemo Task List template which you can download to draft your task list.
We have compiled our top tips for creating a great Indeemo task list. You can read the tips below or download a PDF version below.
Indeemo Glossary: Projects & Target Groups & Tasks
On Indeemo, each unit of research is called a Project.
Each Project can contain multiple Target Groups
Target Groups are groups of Respondents with similar characteristics (like segmentations or personas).
Tasks are instructions or units of activity you assign to respondents.
A Task can be an activity they do once or an activity they do repeatedly over the course of the project.
Tasks are organised for Respondents in a Task List.
All Target Groups can be given the same Task List or each Target Group can be given a different Task List.
Task List Types
For your Indemo project, you can choose one of three types of Task List:
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All tasks will be shown to the Respondent as soon as they log into the Indeemo App.
Respondents can complete the tasks in any order they wish.
This format of tasking gives the Respondent freedom to complete the Tasks in their own time and in any sequence.
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Scheduled tasking should be used when you have a lot of tasks for the Respondent to complete and showing them all their tasks at once may overwhelm them.
You can also use it when tasks relate to a specific event or time e.g. you want Respondents to watch a particular TV show at a particular time but don’t want to let them know until the show is about to start.
Tasks can be scheduled to be displayed and – optionally – hidden at a particular date or time.
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Sequential tasking should be used for Projects where you want Respondents to complete tasks in a particular sequence and do not want the Respondent to see the upcoming tasks until they have completed their current task.
We recommend this format of tasking for Shopping Missions, Customer Journey or CX/UX projects where tasks follow a linear sequence.
Also perfect for studies with a rolling recruit, or where respondents will each begin on different dates.
| All at Once Tasking | Scheduled Tasking | Sequential Tasking | |
| Pros | |||
| Cons |
Designing great Tasks
Less is definitely more!
Your tasks should be light touch, easy to understand and clearly explained.
Ideally, a task should be no longer than a Tweet.
Multiple smaller tasks are better than fewer essay-like tasks.
Think MOBILE first
(1) Mobile Ethnography works best with short, open ended tasks.
(2) Make it easy for respondents to understand the task and quickly complete it.
(3) Ideally tasks should be entirely visible within the screen.
Put yourself in the Respondent’s shoes
When writing each task, think about it from the
respondent’s perspective.
How easy will it be for them to understand what they need to do?
The simpler the task, the higher the completion rate.
(Tip: show your Task List to a colleague before you finish it. If they are struggling to understand what they need to do, amend your tasks accordingly)
Always be context aware
Think about where the respondent will be when
completing each task.
E.g. if the topic is personal or sensitive, tell them to find a private place to record their video without worrying about anyone over hearing them.
In public locations, they may be more comfortable uploading photos captions instead of videos.
Choose an appropriate Required Response
The best Task Lists typically have a mixture of Video, Photo,
Screen Recording and Note based tasks.
Video is powerful at capturing in-context behaviors and in the moment feelings but it takes times to analyse. Sometimes a Note is better if you just need them to answer a few questions.
Where photos / screenshots with short captions are sufficient to detail what you want to capture, specify these instead of video. It will save you time in analysis!
Let the Respondents surprise you & give them permission to go off-piste!
The more open ended you can make your tasks, the more likely Respondents will surprise you.
Projects where respondents are allowed flexibility / creativity typically tend to be the most informative and the most successful at uncovering hidden needs and unexpected behaviors.
Download our Word Doc Task List Template (full of tips and tricks!) to get started drafting your project task list.
This makes it easy for you to share with colleagues and clients for feedback before adding it to your Indeemo dashboard.
Any other questions?
If you didn’t find the answer you were looking for above or if there is anything else we can assist with, email us support@indeemo.com or, if urgent, call us on +44 (0)845 528 0870 or +1 888 917 7480 and we will get back to you ASAP.