How to fill in your own usability testing template

  • Task # and name: Give each task a brief descriptive name and a number. The name helps you remember what its purpose is, and the numbers are useful in usability testing because you can ask the observers things like, “Shall we skip 3 this time and go right to 4?” without discussing the content of the tasks in front of the users.
  • Research question: What will users have accomplished when they’re done with the task? Is there a tangible output? How will they know the task is complete? What might the users do to be sure?
  • Inputs (if needed): List all the information or resources that a user would need to complete this task. Examples include: a valid login, business policies, physical objects such as a textbook, or a credit card, file names, and so on.
  • Assumptions (if needed): These are the conditions and prerequisites that are in place at the start of the task. The assumptions depend on what you want to learn from the task.
  • Steps: Write down the steps you expect the user will go through in completing the task. This helps you identify the inputs and assumptions that you’ll need to create. Writing down the expected steps can also be helpful if there will be observers who aren’t as familiar with the interface as you are.
  • Success criteria: Specific measurable criteria for determining that the task was successfully completed. For example, a URL or snippet of URL (e.g., thankyou.html).
  • Notes: The notes section might have several types of information, including the reasons why you created the task, how you’ll conduct it, specific things to watch for, and questions to ask users after the task is complete. Information to include in the notes varies depending on what’s being tested. Write down whatever information you think will be useful to have on hand during the usability tests.

Once you’ve finished your script and tasks, you will be able to quickly set up and run your test in a testing tool! 

Up next…

You’re now just two chapters away from being a total usability testing expert! Click next to check out our in-house experts’ cheat sheet for running your own remote usability testing research.