Table of Contents
Online Tasks
Online Tasks
Get a clear understanding of what Online Tasks are, why they matter, and how to create, manage, and troubleshoot external research activities inside Great Question.
What Are Online Tasks?
Online Tasks enables you to link any external research activity—such as a usability test, survey, prototype evaluation, or custom tool—to Great Question.
Why It Matters
- Centralize workflow even when using multiple research tools.
- Reduce tool‑hopping by keeping screening, invites, and incentives inside Great Question.
- Scale external research without losing visibility into participant progress.
Common Use Cases
Use Case | Description |
External Usability Tests | Link participants to a usability test hosted elsewhere while managing invites in Great Question. |
Third‑Party Surveys | Direct participants to tools like Typeform, Google Forms, or SurveyMonkey. |
Custom Research Tasks | Use your own testing environment but centralize participant communications. |
How to Set Up Online Tasks
Step 1: Create Your Study
- Navigate to Studies in the left-side menu.
- Click New study and select Online Task.
- Configure study details, including:
- Title and research goal
- Participation limit
- Participant segments (optional)
- Time commitment
- External recruitment (optional)
- Incentives (optional)
- Screener questions (optional)
- Consent form
- Custom study attributes
- Automatic slot release settings
- Participant language preferences
- Review your plan, then click Next.
Step 2: Set Up Your Screener (Optional)
- Add multiple-choice, text, or scale questions using the screener editor.
- Apply logic under Preferences or view full rules under All Logic.
- Review and click Next.
Step 3: Configure External Recruitment (Optional)
If using User Interviews for sourcing:
- Enter participant count, request title, description, and recruitment criteria.
- Review and click Next.
Step 4: Add Your External Task Link
- Paste the URL of your external test or survey into the Task link field.
- Ensure the link is accessible and publicly shareable (no login walls unless intended).
- Click Next.
Step 5: Review and Publish
Check all sections for accuracy. When ready, click Create to publish your study.
Managing Your Study After Publishing
Once your Online Task is live, there are several areas you may want to configure or monitor before and after inviting participants. These actions fall into three categories: Setup, Execution, and Results.
Setup
These areas help you fine‑tune your study before inviting participants.
Plan
Return to the Plan step anytime to adjust details such as participant limits, incentives, study attributes, or segments.
Task
You can view your task link and make any adjustments necessary.
Incentives
Manage incentive settings and make any adjustments necessary.
Screener
You can edit screener questions or update logic if your qualification criteria change.
Emails
Customize participant-facing communications—including screener invitations, study invites, task reminders, and completion emails.
Pages
Update the Landing Page and Screener Disqualification Page to ensure participants receive the correct instructions and messaging.
Automations (Unmoderated Studies Only)
Enable automatic reminders to streamline participation:
- Send invitation reminders to candidates who have not responded within 24 hours.
- Send task reminders to participants who have not completed the test after 24 hours.
Notifications
Choose which email alerts you want to receive related to this study.
Execution
Once the study is live, these sections help you manage participants and monitor activity.
Participants
Add candidates, track their progress, and take actions such as inviting, removing, or reviewing participant status. This is where most post-publish activity takes place.
Recruitment Requests
Manage recruit requests and make any adjustments necessary.
Stats
View email performance metrics such as delivery, opens, and clicks.
Screener Responses
Review individual or aggregate responses to your screener questions to determine eligibility.
Results
Use these areas for analysis and reporting.
Summary
View study‑level or participant‑level summaries (if applicable).
Troubleshooting Online Tasks
Issue | What’s Happening | How to Fix It |
Task link doesn’t open | URL incorrect or content requires login | Ensure the link is public and accessible; update the Task link field |
Participants show as “Invited” after completing the external task | External platforms don’t auto‑notify Great Question | Manually mark participants as Completed or add a confirmation question |
Participants click the link but don’t submit | Participant closed the tab early or had loading issues | Ask participants to stay until the final confirmation page loads |
Incentives not sent | Participant not marked as Completed or incentives set to manual review | Update participant status to Completed or trigger incentives manually |
External task displays an error | Task is unpublished or expired on the host platform | Republish your external test and update the link in Great Question |
Task appears cut off on mobile | External tool not mobile optimized | Add instructions recommending desktop completion |
No activity shows in Great Question | Completion must be tracked manually | Add confirmation questions or manually upload results into the Repository |
Task inaccessible on mobile | External platform requires desktop-only features | Screen participants for device type or include “Desktop only” instructions |
Still need help?
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