When running a qualitative research project, your energy should be spent engaging with participants and uncovering the “why” behind their behaviours. It shouldn’t be drained by hours of tedious admin and platform programming.
At Field Notes, we believe that research technology should handle the heavy lifting so you can focus on the human connection. Whether you are running a quick video diary or a complex multi-market mobile ethnography study, getting your project off the ground needs to be fast, accurate, and stress-free.
To help you launch in hours rather than weeks, here is a spotlight on three platform functionalities designed to speed up your project setup.
1. Copy Tasks from Past Projects and Across Projects
You don’t have to start from scratch every time you launch a new study.
Our platform allows you to copy tasks from your archived or live projects so you can easily replicate the same research design.
- The Benefit: This is a game-changer for longitudinal studies, tracker waves, or multi-market projects. By reusing proven activity guides, you maintain consistency across different cohorts and markets. It makes programming simpler, significantly faster, and removes the risk of manual errors when setting up complex task structures.
2. Free AI-Powered Brief Translations
Running international projects often comes with the headache of managing multiple translation streams before fieldwork can even begin.
To remove this challenge, we can use our integrated AI tools to translate your task briefs and participant instructions into a language of your choice – completely free of charge.
- The Benefit: This reduces your reliance on local partners or expensive third-party translation agencies just to get your guide localised. It ensures fewer manual mistakes in the setup process and allows you to launch global projects much faster. (Note: While our AI handles the heavy lifting, we always recommend a quick sense-check if your study involves highly nuanced cultural slang!)
3. CSV Bulk Upload & Automatic Metadata Filtering
Onboarding a large cohort of participants one by one is a poor use of a researcher’s time.
With our Bulk Upload feature, you can upload all of your participants in one go using a simple CSV template. Crucially, this template allows you to import any key metadata directly from your recruitment questionnaire (such as age, location, segment, or brand preference).
- The Benefit: As soon as you upload the CSV, this metadata automatically becomes a set of filters on the platform. You don’t have to manually tag participants once they join. When it comes time for analysis, you can instantly use these pre-built filters to cut the data – or feed them directly into our AI Journey Mapping tool to compare the experiences of different segments side-by-side.
Summary
Speeding up your setup doesn’t mean cutting corners; it means automating the repetitive tasks so you can get to the insights faster. By utilising task copying, AI translations, and smart CSV uploads, you can build robust, global projects in a fraction of the time.
Ready to stop wasting time on admin?
Book a Demo Today to see these setup features in action, or ask us about our “Let’s Go!” migration programmeto see how easily you can transition your existing projects over to Field Notes.
