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Managing Tasks

Cue the insights. Tasks help you guide the conversation and collect structured responses during your research sessions.

Written by Hardik Aswani
Updated over 2 months ago

Managing Tasks on Bello

Overview: What Tasks are and where to find them

Think of Tasks as your built-in research assistant. They help you ask structured questions during IDIs and focus groups—right inside the session.

To get started, head to Tasks in your project sidebar.

Here, you can:

  • Create and manage all the questions you want participants to answer

  • See how many responses each question has collected

Reorder tasks to match your session flow

Use the search bar if you’re juggling a long list of prompts.


Task Types: Choose how you want feedback

Click Create Task, and you’ll see this:

Task Type Options:

  • Single Choice Poll

    Ask participants to pick one option.

    Use this when you want clear-cut opinions—e.g., “Which packaging design do you prefer?”

  • Multiple Choice Poll

    Let them pick more than one option.

    Great for capturing broader behavior—e.g., “Which of these apps do you use weekly?”

Once you've picked a type, add:

  • A title (this is what participants see)

  • An optional description (give context or instructions)

Use the text editor if you want to emphasize something, add a quote, or format a list.


Responses: What your participants can pick from

Under the Responses section, list out the choices you want to offer.

You can:

  • Add as many responses as you need

  • Drag to reorder them manually

  • Toggle Randomize response order to reduce bias (ideal for anything opinion-based)

Need more options? Just click Add new response.


Sorting Tasks: Control the flow of your session

Reordering tasks = controlling the narrative.

Drag and drop your tasks into the order that matches your moderator guide. This helps you:

  • Keep the session on track

  • Group related questions together

  • Build a natural flow from broad to specific (or vice versa)

This isn’t just for aesthetics it’s a real-time prep tool.


How Tasks Work During a Meeting

Here’s what happens once you're live:

  • Tasks show up inside the session—no need to screenshare or switch tabs

  • You (the researcher) launch them when you're ready

  • Participants respond right there, and responses roll in instantly

  • You can refer to the data mid-convo to probe deeper or pivot fast

Every task becomes a moment to dig in, clarify, and uncover the “why” behind the answer.

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