Previewing Activities and Tasks
In addition to Previewing a Study as a Participant, Client, or Moderator, you can also preview individual Activities and Tasks to ensure you've configured them properly.
We strongly recommend doing at least an Activity preview for every Activity you configure before making it visible to participants. Once responses have been received, many Activity and Task settings cannot be modified.
Previewing Activities
Analysts, Moderators and Clients are permitted to preview Activities. After adding one or more Tasks to an Activity, admins can press the Preview Activity button found at the top of the Activity summary page. From here, two options will become available:
- All Tasks: Selecting the ‘All Tasks’ option will allow you to complete all tasks in the activity, regardless of set Visibility rules.
- When previewing an activity, a yellow bar will appear at the top of your screen. From this bar, you can toggle between different tasks, Skip the current task, and (where applicable) review the Task Setup currently being viewed.
Preview Mode: Selecting the ‘Preview Mode’ option will allow you to experience the entire activity as a Participant would, with all Activity Access and Task Visibility rules applied.
- When engaging Preview Mode, a yellow bar will appear at the top of your screen. From here, you can activate Segment assignments or ignore any schedule and sequencing. This flexibility allows you to test things that might be released later on in your Study without having to complete the earlier items or reconfigure release dates. When actioned, you'll also have the option to remove any previous responses from earlier previews as well as any previous Segment assignments.

- When engaging Preview Mode, a yellow bar will appear at the top of your screen. From here, you can activate Segment assignments or ignore any schedule and sequencing. This flexibility allows you to test things that might be released later on in your Study without having to complete the earlier items or reconfigure release dates. When actioned, you'll also have the option to remove any previous responses from earlier previews as well as any previous Segment assignments.
Preview Mode can also be accessed from the Study Admin menu, so that you can easily test the visibility of content regardless of where it might be in your Study (e.g. Home page cards and Discussion Topics).
Preview responses made by administrators are never seen by participants, so previewing can be done while the Study is OPEN and underway. Please note that Task charts and other overviews will only show preview responses while there are no actual responses by participants.
Previewing a Single Task
If you are working to refine the configuration of a single Task, it can be time-consuming to preview the entire Activity. To preview a single Task, use the menu control found on the Task card and select the Preview option, as shown below. You also have the option to Save & Preview when on a Task's setup page.

To properly preview Poll and Prompt Tasks configured to skip Tasks, you'll want to preview the entire Activity and not the individual Task
Preview Mode: Selecting the ‘Preview Mode’ option will allow you to experience the entire activity as a Participant would, with all Activity Access and Task Visibility rules applied.
