Setting up a Usability Study

Using your prototypes


At the end of this topic you'll have a usability study based on a prototype shared from Indigo Studio. You can also check out our video tutorial.

In Brief

  1. Sharing the prototype on
  2. Creating a usability study.
  3. Defining tasks.
  4. Inviting participants.

Step by step

1. Share the prototype on

To follow this example, download the Money App prototype here. Money App is a prototype that simulates some user stories for managing daily expenses.

  1. Open the project with Indigo Studio, and click on Share Prototype in the Project Home.

  2. Click on Generate link to Prototype to publish it with the default settings.

  3. Select Manage Shares from the Share Prototype dropdown in the Project Home to go to

2. Create a usability study

  1. Select the share you just created to see its details.

  2. Click on Create Usability Study.

  3. Optionally, add welcome and thank you messages.

    The welcome message is what your participants will see before starting the study. For the thank you page content you can suggest future actions for participants completing the study. For example, asking them to go complete a post-study survey.

Select Usability Studies in the navigation bar while signed in to to see and manage all your studies.

3. Define tasks

You need at least one task to start a study.

  1. To add a task, click on Add a new task. Then, add a description.

    To follow the example, type:
    Assume that you spent some money on a cup of coffee. Record this expense using the app.

    You won't be there to moderate, so the way you phrase your tasks and the detail in the prototype may influence the outcome of the study.
  2. Start recording the flow.

    Click on Record a flow. This launches the prototype and the recording interface to define the steps the participant needs to take to complete that task.

  3. Mark the starting point.

    For this example, it's the start state, the one you're viewing. Depending on the task, you may select any state as the starting point.

  4. Interact with the prototype to define the following steps.

    If you make a mistake, you can always undo the last step.

  5. Save the task flow.

    Once you complete the task as you expect your participants to do, save the task flow. And that’s it.

    You can add as many tasks as you want.

You can restrict interactions with the prototype so participants can only follow steps you defined when recording the task flow. To do this, use the Disable interactions outside the recorded task flow checkbox.

4. Invite participants

  1. Click the Start this study button.

  2. Use the Invite option to get a direct link to share so people can participate.

Once participation begins, you cannot make changes to your study.

When you are happy with the number of participants, you can close the study to prevent additional sessions.