Create a project, mission, or screener

Whether you’re creating a new mission, a screener to help recruit for that mission, or a project to keep it all organized, here’s a quick guide to get you started.

Create a project

Think of projects as folders to keep your research organized. You might need multiple missions or studies to get the insights you’re looking for, and you can keep them all together in a single project.

To create a project, click New Project in the top-right corner of the Dscout homepage.

Now, you’re taken to the blank project’s page where you can edit the project’s details, build missions and screeners, and invite collaborators.

Create a mission

Missions are the heart of conducting research in Dscout. They’re how you build, manage, and field moderated and unmoderated studies. Once you’ve created a project, you can start creating missions.

To create a mission:

1. Navigate to the project where you want your mission to live.
2. Click the Create mission button in the top-right corner of the page. The Create something new modal is displayed.
   
   
3. Select a mission type from the following options:
   1. Usability test: Great for quickly validating and iterating with heat maps, task prompts, and more.
   2. Media survey: Great for capturing deep survey data with photos, videos, and more.
   3. Diary study: Great for exploring habits and behaviors over time through multiple activities.
   4. Interviews: Great for having moderated sessions with participants with automated transcripts, notes, and more.
   
   
   
4. Follow the prompts to set up your selected mission.

For more mission type-specific help, check out the following articles:

• Set up a usability test.
• Set up a media survey.
• Set up a Diary mission.
• Set up an Interview mission.

Create a screener

Screeners are how you recruit participants to join your missions. You can create a public screener to recruit directly from Dscout’s pool of participants (known as Scouts) or a private screener which you can then share with whoever you want using a dedicated share link.

To create a screener:

1. Navigate to the project where you want your screener to live.
2. Click the Screeners tab at the top of your project.
   
   
3. Click the Create screener button in the top-right corner of the page.
   
   
4. Follow the prompts to set up your screener.

For more information on creating a screener, see Set up a screener.