This is a traditional Indeemo Project; your respondents log into the Indeemo App and complete tasks defined by you.


Create your Project

Click 'Manage Projects'

  • Click '+ New Project' button
  • Choose "In-The-Moment Projects"



If you are setting up a:


Project Details

These details are visible on the Dashboard for you and your colleagues but are NOT visible to the Respondents. 

Recruitment Methods *NEW*

In Project details, you are prompted to choose your Recruitment Method. 


Learn More here: Introducing Recruitment Methods: A Guide to Getting Started



Customised Respondent Registration Page

Mandatory for the following recruitment methods:

  • Recruit via Indeemo's Panel' 
  • 'Recruit my own Users/ Customers'


Learn More: Customised Registration Page


  1. Click 'Enable'.
  2. Add a short but descriptive Welcome message.
  3. Add a logo or image (optional). 
  4. Click 'Save'.


This is on a project level and so every target group will see this same Welcome message, in the language you added it.

Opt-in Consent

  • Optional for 'Recruit my own Users/ Customers'.
  • Mandatory for 'Recruit via Indeemo's Panel'.


Learn More: Opt-in Consent.


  1. Click 'Enable'. 
  2. Upload your Research terms and conditions in PDF form.
  3. For tips on how to format your PDF, follow this link: Consent Form formatting
  4. Click 'Save'. 


This is on a project level and so every target group will see this same PDF, in the language you added it.

Target Groups

  • Recommended: 1-4 target groups per project.
  • Segment respondents by a key attribute (e.g., gender, demographics, or persona).


Respondent Considerations:

  • All respondents within a group see the same Task List.
  • A respondent can only be in one target group.



Task List Considerations:

  • Multiple Target Groups can be connected to the same task list

  • Each Target Group can have a separate task list



Target Group Name

This is not visible to Respondents. 


Language

Select the language to ensure accurate transcription of videos and screen recordings.



Schedule fieldwork

Add your Target Group Start/ End date and time.

  • Start date 
    • Edit any time before respondents are added/ invited.
  • End date 
    • Edit at any time (before existing end date is reached). 



Target Group options

Enable by clicking the check box next to each as required.


Learn More:



Create more Target Groups

  1. Click the '+' button or 'Add another Target Group'.
  2. Repeat the above steps.




Task Lists


What is a Task List?


A Task List organizes the activities or instructions for respondents.

  • Task Lists can be structured in two ways:
    1. Shared Task List
      • Multiple target groups complete the same tasks. This is useful for grouping respondents by shared attributes.
    2. Unique Task List 
      • Each target group has its own customized set of tasks.


Key Rule: Each task list must be edited individually when using multiple task lists. 


A Task List has the following structure:

  • Introduction
  • Tasks
  • Completion Message



Task List Settings

Insert Task List Name 


If you are using more than one task list, name each task list according to the Target Group it will be connected to. 


Select a Task List type


Learn more here: Task List Types/ How tasks are released in the App

  • Cannot be changed once project is created.


Choose which Target Group(s) will see this Task List


  1. Click the check box next to any target group to be connected to this task list. 


Build your Task List 


Define your Rating Scale (OPTIONAL) 


When using ratings for Journey Mapping and Experience Graph:

  • One scale per task list.
  • Assign the rating scale only to specific tasks
  • Respondents assign a rating for each upload on selected tasks.


Your scale can be one of the following: 

  • Emoji only
  • Number only
  • Text only
  • Emoji + text
  • Emoji + number



1. Click 'Add a Rating'.

2. Input your scale and click 'Save'. 

  • For emoji only simply keep text field blank and click 'Save'.


Introduction


Your introduction should:

  • Welcome the respondents warmly & Introduce yourself
  • Outline the project’s purpose and what tasks they’ll be doing.
  • Confirm the project details, including its duration and the total number of tasks.
  • Highlight any specific requirements (e.g., out-of-home activities like shopping missions) so they can plan accordingly.
  • Share your contact information  for task-related queries.
  • Optionally, include a short selfie video to add a personal touch.



Tips we show to Respondents on how to use the Indeemo App

  • Auto-populated depending on the type of task list and the language set. 


  1. Click 'Edit' 
  2. add/ edit these if needed. 
  3. Click 'Save'. 


Add Tasks

  1. Click 'Click here to add your first Task' to begin. 


Task Title


Add your task title.

  • Short, descriptive title, e.g., “1. Intro selfie video,” “2. Daily diary task,” or “3. In-store shopping video.”
  • Number tasks for easy navigation.



Task Description


Add your task description.


  • WHY: Explain the purpose of the task.
  • WHERE: Specify the location, if relevant (e.g., “Visit your local supermarket and…”).
  • WHAT:Describe the required response, e.g.:
    • Record a 2–3 min selfie video sharing...
    • Upload photos with captions showing...
    • etc..
  • QUESTIONS: Ask 3–4 questions max using bullet points.
  • FREQUENCY: If the task repeats, explain the frequency (e.g., daily for 3 days).


  • Embed images/videos if required:
    • Photo: .png, .jpeg/.jpg
    • Video: .mov, .mp4 (Recommended: 150MB/90 secs for faster loading).



Tips we advise including for each task: Tips to include in your Task List


If Ratings are enabled:

  • Enable ratings for a task via the checkbox on the task 
  • Include context instructions for using the ratings scale to ensure accuracy.
  • Do not modify this setting once respondents start uploading.



Required Response


Types of uploads respondents can submit:

  • Videos: Selfies or other video recordings (add captions if needed).
  • Photos: Photos or screenshots with optional captions.
  • Notes: Free text responses.
  • Screen Recordings: Respondents record their phone screen and narrate what they are doing while recording (and add a  caption if needed). ensure to include tips on screen recording


  • All-at-Once/Scheduled
    • Specify responses like “1 video” or “1 video per moment.”




Scheduled Task List 

  • Start Date/Time 
    • Controls when tasks are released (local time for respondents).
  • End Date/Time 
    • We recommend leaving this blank initially to keep tasks open for project duration. 
    • You can add an end date later if needed to close the task for respondents.




Sequential task list


  1. Choose the conditions of how/when the task is released:


  • Immediately
    • Tasks appear immediately after the previous task is completed (per the defined required response).
  • No Sooner Than
    • Tasks appear only after the previous one is completed and the set date/time has passed.



Adding more tasks


2 options: 


Option 1:

  • Click '+Add New Task' until you have added all of your tasks. 


Option 2:

  • Click '+ Insert Task here' to add a task between existing tasks


Move a Task

  • Use the 'Up/ Down' Arrows to move a task. 



Tasks must be added in chronological order - if an error appears, change your task start date to ensure it falls after the previous task. 


Completion Message

Add a thank-you message for participants and explain what happens next.

  • Include a selfie video for a personal touch, if desired.

When it appears:

  • All-at-Once Tasks
    • After registration and login.
  • Scheduled Tasks
    • Set to the evening of the final fieldwork day.
  • Sequential Tasks
    • After completing the final task.


Add more Task Lists

  1. Click the '+' button next to 'Task Lists' in the Main Menu on the left. 
  2. You can choose 'New' or 'Clone'. 
  3. Follow the above steps. 


Clone a Task List

Learn more: Cloning Task List


'Clone' allows you to copy an existing Task List, and then make needed edits to the new version. 


Remember to: 

  1. Rename this new Task List. 
  2. Edit dates and tasks are required.


Each Task List must be edited separately when making changes.



Unable to Add Task Lists


If the "+" button is greyed out and you therefore cannot create a new Task List, there are two possible reasons:



1. Your Previous Task List is Not Complete

A Completion Message is required to mark a Task List as complete. To resolve this:

  • Check your previous Task List.

  • Add a Completion Message.

  • Click Save.


2. A Target Group (New or Existing) is Not Available

To add another Task List, a Target Group must be available and not already connected to another Task List.


Option 1: 

Use an Existing Target Group

If you want to connect an existing Target Group, you need to disconnect it from its current Task List. Here’s how:

  1. Click on the Task List in the menu on the left.

  2. Click Edit on the Task List.

  3. Scroll to Choose which Target Group... and uncheck the box next to the relevant Target Group.

  4. Click Save.

Note: If you cannot save, this means there is no other group linked to the Task List. In this case:

  • Connect another group to this Task List first, or

  • Contact [email protected] if you wish to delete the Task List.


Option 2:

Create a New Target Group

Follow the same steps as above.




Edit a Task List


After a project has been created, you can revisit your Task List to make final edits. 


  1. Click on' Manage Projects'.
  2. Find the project card
  3. Click Edit Project/ Pencil Icon on that card
  4. On the left navigation menu, click on the Task List you wish to edit


The task list will be highlighted in pink once selected.


5. Follow the above steps to add more tasks, or click 'Edit' on the part you wish to edit.

6. Click 'Save'.


Key Rules:
  • Each Task List must be edited separately when making changes.
  • Avoid editing once fieldwork is live


If you need any further assistance, contact [email protected]