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Common Task Settings

Configure settings shared across Task types, including required/optional completion, media and stimulus, additional commentary, points, visibility, and blocking pasted content.

All the various Task types in Recollective allow you to pose a question in a similar way. The type of Task then determines how the participant can respond to your question.

Task Completion

Tasks can be required or optional in terms of their completion. Under the Task Name field is a Required Task switch that can be toggled on and off. When Required Task is switched off, the Ask for reason if skipped toggle will also appear. A skip arrow icon will also be shown in the bottom left of the Task card when on the Activity's overview page.

Task settings showing Required Task turned off and the Ask for reason if skipped option available.

When a Task is optional, participants will have a Skip button presented to them at the bottom of the Task's page during completion. If Ask for reason if skipped is enabled, participants will be shown a modal and will be required to select a reason for skipping the Task before they can proceed.

Media and Stimulus

When creating your question, you can combine formatted text, photos, videos and files to provide the necessary instructions and information to the participant. As an Admin, there is no restriction on how many photos, videos or files you can add.

Use the Add Photo option that appears below the instructions area to drag and drop an image, select one from your device or search from our library of photos. Once uploaded, you'll be able to move where the photo is placed on the Task page, make it full width, etc.

Uploaded photo stimulus showing options to display it full width, use it as the card cover, or delete it.

You can also select the Insert Image icon from the instructions toolbar to add your photo(s) directly into the Question or Instructions box for more formatting options using the rich text editor.

Question or Instructions rich text editor with the Insert Image icon highlighted.

Tip: GIFs are also supported. You can use a GIF file in place of an image file anywhere images can be added!

Use the Add Video option that appears below the instructions area to do a webcam recording, upload a video file from your device or record your screen. Once uploaded, you'll be able to play your video, adjust its placing on the Task page and make it full width.

Uploaded video stimulus showing playback controls and options to display it full width or delete it.

Tip: Task instructions that include a video of the researcher asking the question typically have a better response rate and more detailed responses.

Use the Add File option that appears below the instructions area to add a PDF, PowerPoint or Excel file that's relevant to the Task for example. Once uploaded, you'll be able to adjust the file's placement on the Task page and display it full width.

Uploaded Excel file stimulus showing the file name and options to display it full width or delete it.

Any media added using the Add Photo, Add Video, and Add File buttons can be captioned to better distinguish the item. Captions will appear directly below the stimulus item:

Task example showing photo stimuli with captions displayed directly below each image.

Additional Commentary

Many of the Task types in Recollective have a Comments section on their setup page allowing you to Capture additional commentary on the Task during its completion.

This setting allows you to pose a required follow-up question on an exercise that otherwise dealt with a media upload or poll rating for example. This setting can also be used to simply provide an optional space for participants to add any comments if they desire.

Comments settings showing Capture additional commentary enabled, with options to customize the prompt, enforce a word count, and allow text formatting.

Customizing Points

If you have chosen to enable the Points feature in the Study, you will see an option on all Tasks to Customize points awarded for task completion. This is an opportunity to depart from the default point allocation for the Task type as configured in Study Settings: Points. If selected, the default points will be shown for editing.

You might, for example, award more points when the Task is more complex or time-consuming than usual, like an in-store visit or the creation of a collage. In other cases where you're offering multiple ways to answer a question, you can award more points to people who respond via a video versus text.

Limiting Task Completion

Each Task contains visibility settings that allow you to restrict its visibility to a specific group of participants (among those permitted to access the Activity in which it's found) based on defined criteria. Task Visibility settings can limit visibility by segment, previous task response, task completion, and activity completion. You can also decide if the participants permitted to do the Task must match ANY or ALL of the defined criteria.

Task Visibility settings showing the Add Criteria option used to restrict which participants can view and complete the task.

Block Pasting

To deter participants from using generative AI (ChatGPT) to answer questions, Admins can now prevent the pasting of copied external content. Blocking the pasting of external content can deter participants from using externally generated responses by requiring them to manually type their responses.

When an Admin is configuring a Task, there is a new task-level option option to block pasting of external content located under the Advanced options of the task setup.

Advanced Task settings showing Block pasting of external content enabled at the individual Task level.

The option to block pasting can also be enabled as the default for all tasks within the Study from within the Study Admin > Study Settings > Data Integrity.

Data Integrity menu with Task responses toggled on. Both Task responses and Discussions options are highlighted

The Task responses toggle controls the default Block Pasting setting for Tasks in the Study. When enabled, pasting is blocked in Task responses by default, but this setting can be overridden for individual Tasks.

🗣️ Still have questions or want to leave feedback on how we can do better? Contact us at [email protected].

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