Hallway Hangout: Discussion on Full Site Editing Issues/PRs/Designs (8 April)

This is a summary of a Hallway Hangout that was wrangled in the #fse-outreach-experiment channel as part of the FSE Outreach Program. Thank you to everyone who joined in! If you’re keen to join an effort like this in the future, please join the slackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. channel.

Attendance: @poena @paaljoachim @mkaz @annezazu @oglekler and Karl joined.

Video Recording:

Topics Covered

  • We started off with a neat issue from Paal around adding the post/page title to the post editor‘s top bar to create a more consistent experience between the site editor and post editor for users.
  • We talked about the saving flowFlow Flow is the path of screens and interactions taken to accomplish a task. It’s an experience vector. Flow is also a feeling. It’s being unselfconscious and in the zone. Flow is what happens when difficulties are removed and you are freed to pursue an activity without forming intentions. You just do it.
    Flow is the actual user experience, in many ways. If you like, you can think of flow as a really comprehensive set of user stories. When you think about user flow, you’re thinking about exactly how a user will perform the tasks allowed by your product.Flow and Context
    and how it’s a key part to build trust with users exploring a new feature for the first time. Currently, it’s a bit confusing and not yet robust enough to be fully intuitive to use.
  • We discussed how consistency across saving experiences will go a long way including having similar flows for saving individual blockBlock Block is the abstract term used to describe units of markup that, composed together, form the content or layout of a webpage using the WordPress editor. The idea combines concepts of what in the past may have achieved with shortcodes, custom HTML, and embed discovery into a single consistent API and user experience. changes, a reusable block, a template, and more.
  • We talked through the designs shared around saving drafts of changes along with scheduling changes. This could be a neat but complex feature to manage due to the multi-entity aspect of FSE.
  • We talked about how it would be neat for there to be a “builder mode” where certain tool could be more visible when you’re in the process of active building vs maintaining. This is likely a role for a pluginPlugin A plugin is a piece of software containing a group of functions that can be added to a WordPress website. They can extend functionality or add new features to your WordPress websites. WordPress plugins are written in the PHP programming language and integrate seamlessly with WordPress. These can be free in the WordPress.org Plugin Directory https://wordpress.org/plugins/ or can be cost-based plugin from a third-party to play in the future.
  • While chatting about dismissing changes, Marcus brought up an interesting point around dismissing changes wondering aloud how often do people unselect changes? It would be neat to find comparison points.
  • Paal shared a neat design he worked on where if someone unchecks/unselects changes, the save button changes to discard changes. This could be a neat way to act as a confirmation message for the user and a neat contextual nudge.
  • We went through template editing and the recently merged PR allowing classic themes access to a blank template. Carolina shared that this is currently setup as being opt out for themers and that one can’t choose from an existing template yet (can only edit the current template or create a new one).
  • As we were going through template editing, we paused to talk about how valuable a welcome guide will be at this stage. There is one in progress for the site editor that should cover this as it mentions if a user accesses site editing via editing a post.
  • We chatted about the dynamic between editing one piece of your site vs the entire thing and how to add necessary friction to the experience. This included talking about the designs shared around clicking in to edit template parts.

Next Steps:

@annezazu reported a few bugs found and left a comment on an issue to pass along feedback from the group:

#fse-hallway-hangout, #fse-outreach-program, #full-site-editing

FSE Program: Connecting with Local Communities

To better expand the reach of the FSE Outreach Program, I am exploring creative ways to engage the wider community. In the #fse-outreach-experiment slackSlack Slack is a Collaborative Group Chat Platform https://slack.com/. The WordPress community has its own Slack Channel at https://make.wordpress.org/chat/. channel (join us!), I recently shared an idea to create better connections between the program’s work and local polyglot communities. Since then, I’ve had the chance to work with @mimi who is a part of the Japanese WordPress community. I wanted to share how our work is evolving so others can join in. 

Here are a few ways that someone who is a part of a local polyglot community can help with the FSE Outreach Program: 

  • Translate this page on “How to test FSE” into your local community language so more people can participate. 
  • Translate future Calls for Testing and share your community’s feedback in the FSE Outreach Program. 
  • Facilitate testing in your community by following the Calls for Testing and translating the feedback into English either to share on GitHubGitHub GitHub is a website that offers online implementation of git repositories that can can easily be shared, copied and modified by other developers. Public repositories are free to host, private repositories require a paid subscription. GitHub introduced the concept of the ‘pull request’ where code changes done in branches by contributors can be reviewed and discussed before being merged be the repository owner. https://github.com/ or on the official Call for Testing post. 
  • Bonus idea: you can create content in your local language on Full Site Editing. Here’s an example from @overclokk who did a video in Italian talking about this feature

If this seems like too much, try to find someone else in your local community to work with. For example, you could divide the work so one person translates the Calls for Testing, while another person translates the feedback that’s received to share on the official Call for Testing post. 

If you’re interested in working on these ideas in your local community, please comment below or message me on slack (@annezazu). 

I want to make this easier for anyone interested in any of the above ideas so let me know if this is an area you want to help with. Feedback is always welcome so please pingPing The act of sending a very small amount of data to an end point. Ping is used in computer science to illicit a response from a target server to test it’s connection. Ping is also a term used by Slack users to @ someone or send them a direct message (DM). Users might say something along the lines of “Ping me when the meeting starts.” me or share your thoughts in the #fse-outreach-experiment

Finally, big props and thank you to @mimi who has kindly started helping here and has been giving me feedback along the way.  

#fse-outreach-program, #full-site-editing

FSE Program: Test FSE Anytime

As part of leading the FSE Outreach Program, I’ve been building out resources to help further the overall mission of gathering feedback. While calls for testing are shared as frequently as possible, there are times when there isn’t an active call for testing. This shouldn’t be a blocker for anyone to explore FSE and give feedback

To help empower everyone, I made the following guide: 

Consider this just a start! Please let me know what else would be useful to include or update as you go through it. I’d love to help as many people as possible get excited about FSE and give feedback. 

#fse-outreach-program #full-site-editing

FSE Program: Bring your questions

Currently, there are a few areas lined up for testing in the future for the FSE Outreach Program, but none are quite ready to be launched for a round of testing. Let’s use this time to dig into any general questions you all might have around Full Site Editing! 

You are welcome to submit questions using the form below or to leave them as a comment on this post by February 15th

Keep in mind that because this work is still heavily in progress, it’s likely that some answers might take the form of “people are working to figure this out and feedback is welcome here,” rather than a definitive answer. 

Where will you share the answers? 

I’ll share a recap post on this blog (Make Test). Questions will be grouped with corresponding answers for easy review. I will track down answers to every question and share my work as I go by creating a collaborative Google doc where people can help find answers or simply see how the work evolves. 

While the main result will be a lovely list of answers, this collective effort will also be useful for future documentation updates and potential tutorials. Once the post is published, I will follow up via email with everyone who left their email and a question in the form. For anyone who leaves a question as a comment on this post, I will @ your username in the recap post so you don’t miss out too!

For more information about this experimental program, please review this FAQ for helpful details. To properly join the fun, please head to #fse-outreach-experiment in Make Slack for future testing announcements, helpful posts, and more will be shared there. 

#fse-outreach-program #full-site-editing #gutenberg #core-editor #fse-testing-call

FSE Program Template Editing Testing Summary

More calls for testing are on their way so join #fse-outreach-experiment in slack and/or subscribe to this Make blog to stay tuned. 

This post is a summary of the first call for testing for the experimental FSE outreach program. Thank you to everyone who participated, whether through testing directly or sharing the call for testing with others. It all helps! While this call for testing is over, feedback is always needed and welcomed in GitHub.

Related feedback is grouped under high-level headings. As you read through it, please remember that feedback is welcome on the format of this post too as the program is still in the early stages of determining what works best. 

Distinction between editing modes (template vs page/post)

The need for the distinction between modes appeared in a number of responses.  Thankfully, this was already identified as an area to improve before this call for testing in open issues like this one that reveal just how similar the two modes currently, and the resulting confusion.

Have a clear defined area for post editing and well defined area for Full Site Editing. Do not mix Publish and saving. As they are very different things. One is for post editing and one for FSE editing.

– @paaljoachim in this comment.

I believe it was not clear enough how those changes could impact the site. If you don’t already know how templates, template parts, and global blocks like Site Title work, you might not understand how your editing will affect the rest of the site. 

– @priethor in this comment.

The fact that I had to spend a considerable amount of time to understand the differences for a few arbitrary terms and what they mean in a UIUI UI is an acronym for User Interface - the layout of the page the user interacts with. Think ‘how are they doing that’ and less about what they are doing. is going to be a significant barrier to migrating existing clients to FSE and training them to understand. It simply won’t be worth it.

– @pointydrip in this comment.

Switching between editing modes (template vs page/post)

The actual act of switching back and forth between modes brought up a few different issues. What does the cancel button do? Why does applying changes for a template take me from template editing back into post editing? Some of this overlaps with the previous section as well. Thanks to the feedback shared, multiple issues were opened related to this particular part of the experience: 

Most feedback indicated that by increasing clarity in the interface (ie: a clearer, stickier notice) and making the switching process more predictable, the experience can be greatly improved from the current iteration. 

Switching to Template Editing – Editing the template from the post, while logically I knew what that meant, felt surprising – the switch was kind of a jolt because a bunch of things changed on the screen yet the overall layout stayed the same – so it felt like “Whoa, what just happened?”. Felt disorienting.

– @brentjettgmailcom in this comment.

I found it confusing that clicking Save brought me out of the FSE template mode. I saved. I did not ask to go out of the FSE mode.

– @paaljoachim in this comment.

It took me a while to find how to get back to the original post. I eventually found the Cancel button.

– @bobbingwide in this comment.

Saving Process

Generally speaking, the saving experience was reliable technically and, at the highest level, intuitive enough. The main sticking points came when trying to dismiss changes, save changes as a draft, and understanding what each “sub” item to save meant. The following issues were created to address each piece of feedback: 

I found this part to be kind of difficult. I think the labels on the different things being saved confused me. I didn’t really understand right away what was being saved for each checkmark…If I wanted to not save the template and left it unselected, but wanted to save the post, it would want to keep publishing the post.

– @geheren in this comment.

The saving process is intuitive, and it’s very helpful to clearly list what elements are going to be updated when saving. However, as said before, it might not be clear enough how each edited element will impact the rest of the site. It could be helpful to add a tooltip to the different elements that are going to be saved (post/site/template/template part) to provide users a quick, last-minute reference.

– @priethor in this comment.

Create a new template

While this call for testing didn’t focus on creating a new template, it feels like a natural extension to wonder how a new template could be created after making changes to a current one. While there isn’t currently a mapped-out plan for this experience, it is under discussion in this issue as there are quite a few scenarios to consider.  

What if I want to Save As? To create a new single template. As I might want the original single template and just want to create a new template that modifies the original template. Kind of like a default template and a modified template.

– @paaljoachim in this comment.

How would I go about creating a new template for a selected post/page?

– @bobbingwide in this comment.

Preview changes

Previewing changes is a workflow people rely upon, and this showed up in testing. While explicitly including ways to preview content hasn’t yet been discussed, there is an open issue to explore how best to view the template while editing a post that touches on this experience. In response, a new issue was opened around offering the option to preview the template in the same way one can with the Site Editor. 

My trust is always in the published page, and I’m looking everywhere in FSE for a preview page link while I’m editing to basically see if it worked. I feel like just being able to open the page in a new tab would give me confidence in what i’m doing in FSE. The other issue is that since you don’t see the headerHeader The header of your site is typically the first thing people will experience. The masthead or header art located across the top of your page is part of the look and feel of your website. It can influence a visitor’s opinion about your content and you/ your organization’s brand. It may also look different on different screen sizes. or footer in the post editing context, as soon as you do apply changes to a template and you land back on the post, you immediately think “Did it work?”.

– @brentjettgmailcom in this comment.

I found it confusing that clicking Save brought me out of the FSE template mode. I saved I did not ask to go out of the FSE mode. I want to see what it looks like on the frontend. Meaning clicking Save and then previewing the template on the frontend.

– @paaljoachim in this comment.

Undo/Revert Template Changes

This was originally brought up in this issue and is currently being worked on in this PR.

There’s no place that I have found within FSE to revert a template/part back to the theme’s default setup.

– @brentjettgmailcom in this comment.

Bug with template parts

As part of this testing, a few people (myself included) ran into a strange bug related to themes located in a sub-directory not properly loading template parts. This was reported and should help ensure future blockBlock Block is the abstract term used to describe units of markup that, composed together, form the content or layout of a webpage using the WordPress editor. The idea combines concepts of what in the past may have achieved with shortcodes, custom HTML, and embed discovery into a single consistent API and user experience. themes work with this experience. 


Where is template editing work headed?

While this post goes deep into the pain points of the current experience of switching between template and post editing, it’s important to show where this work is headed. Currently, the best place to follow along is in this organizational issue focused on the remaining interface and infrastructure issues. This includes everything from issues on how to better distinguish the editing experiences to a welcome guide to introduce people to template mode! Follow along there as the work continues. 

#fse-outreach-program #full-site-editing #gutenberg #core-editor #fse-testing-summary

FSE Program Testing Call #1: Template Editing

This is the first call for testing as part of the Full Site Editing Outreach Program. For more information about this experimental program, please review this FAQ for helpful details. To properly join the fun, please head to #fse-outreach-experiment in Make Slack for future testing announcements, helpful posts, and more will be shared there. 

Feature Overview

To help frame what we’re going to be testing (and ideally build some excitement!), I wanted to give a brief context on the feature at the center of this call for testing. With Full Site Editing, people are able to edit both an individual post’s content and, with the release of Gutenberg 9.6, the template that an individual post uses. This call for testing is designed to explore the interaction between the two editing experiences (post vs. template editing) to make sure it’s clear when you’re editing each, granular saving works properly, etc. Ultimately, being able to edit templates like index, single, or archive directly is a huge leap forward compared to what’s been possible in the past! Unlocking this level of customization gives you far more control to build the site you want and this call for testing is to help ensure it’s as intuitive as possible. 

You can read more about the terms templates, template parts, and more here

Testing Environment 

While there’s more information below to ensure you get everything setup properly, here are the key aspects to have in place with your testing environment: 

  • Use a test site. Do not use a production/live site. You can follow these instructions to set up a local installLocal Install A local install of WordPress is a way to create a staging environment by installing a LAMP or LEMP stack on your local computer. or you can use a tool like this to set up a development site
  • Use WordPress 5.6 (downloadable here).
  • Use the TT1 Blocks Theme (formerly called Twenty Twenty-One BlockBlock Block is the abstract term used to describe units of markup that, composed together, form the content or layout of a webpage using the WordPress editor. The idea combines concepts of what in the past may have achieved with shortcodes, custom HTML, and embed discovery into a single consistent API and user experience. Based Theme) by following these instructions.
  • Use GutenbergGutenberg The Gutenberg project is the new Editor Interface for WordPress. The editor improves the process and experience of creating new content, making writing rich content much simpler. It uses ‘blocks’ to add richness rather than shortcodes, custom HTML etc. https://wordpress.org/gutenberg/ 9.6 (latest version). 

Testing FlowFlow Flow is the path of screens and interactions taken to accomplish a task. It’s an experience vector. Flow is also a feeling. It’s being unselfconscious and in the zone. Flow is what happens when difficulties are removed and you are freed to pursue an activity without forming intentions. You just do it.
Flow is the actual user experience, in many ways. If you like, you can think of flow as a really comprehensive set of user stories. When you think about user flow, you’re thinking about exactly how a user will perform the tasks allowed by your product.Flow and Context

Here’s a basic flow to follow when testing this specific feature. If anything doesn’t make sense, just comment below!

Important Note: 

While this call for testing is focused on testing a specific feature, it’s extremely likely you’ll find other bugs in the process of testing with such a betaBeta A pre-release of software that is given out to a large group of users to trial under real conditions. Beta versions have gone through alpha testing in-house and are generally fairly close in look, feel and function to the final product; however, design changes often occur as part of the process. feature! Please know any bugs you find are welcome in your report for testing, even if they aren’t directly applicable to the tested feature. 

Setup Instructions: 

  1. Have a test site using WordPress 5.6. It’s important this is not a production/live site. 
  2. Install the TT1 Blocks Theme (formerly called Twenty Twenty-One Block Based Theme) by following these instructions and activate it under Appearances > Themes. 
  3. Go to the website’s admin.
  4. Install and activate the Gutenberg pluginPlugin A plugin is a piece of software containing a group of functions that can be added to a WordPress website. They can extend functionality or add new features to your WordPress websites. WordPress plugins are written in the PHP programming language and integrate seamlessly with WordPress. These can be free in the WordPress.org Plugin Directory https://wordpress.org/plugins/ or can be cost-based plugin from a third-party from Plugins > Add New. If you already have it installed, make sure you are using at least Gutenberg 9.6.
  5. You should now see a navigation item titled “Site Editor (beta)”. If you don’t see that in your sidebarSidebar A sidebar in WordPress is referred to a widget-ready area used by WordPress themes to display information that is not a part of the main content. It is not always a vertical column on the side. It can be a horizontal rectangle below or above the content area, footer, header, or any where in the theme., you aren’t properly using the Site Editing experiment. 


Testing Instructions:

  1. Create a new post by going to Posts > Add New.
  2. Add in a post title and brief content before hitting “Save Draft” or “Publish”. Either way, saving of some sort needs to happen.
  3. While in the editor for the post, navigate to the Post Tab of the Settings Sidebar (previously called Document). Under “Status & visibility,” you should see “Template” with the template name and the option to edit. 
  4. Click on “edit” to move into template editing mode. You should see a notice indicating you’ve switched to editing the template. 
  5. Make a few changes to the template wherever you like. For example, you can try out the “Site Title,” “Site Logo,” Site Tagline,” and “Navigation” blocks or changing font sizes and color settings for different blocks. Here’s a screenshot of a simple headerHeader The header of your site is typically the first thing people will experience. The masthead or header art located across the top of your page is part of the look and feel of your website. It can influence a visitor’s opinion about your content and you/ your organization’s brand. It may also look different on different screen sizes. for inspiration. 
  6. When you’re done making the changes you want, select “Apply” and go through the saving flow by selecting “Save”. This will return you to editing the post itself. 
  7. Once saved, try editing the post once more before following steps 7 & 8 to edit the template specifically. 
  8. Make changes to the template. This might mean making minor editorial changes to the content or adding in new blocks.
  9. When you’re done making the changes you want, select “Apply” and go through the saving flow this time opting to not save the template changes. This is a way to test the saving functionality. 
  10. Share your experience in the comments below or in GitHub directly. You’re welcome to run through the experience multiple times to capture any additional feedback!

What to notice:

  • Did it crash at any point?
  • Was it clear that when you were editing blocks in the Template that it would impact every page/post using that same Template? 
  • Was it intuitive for you to switch between editing a Template for all posts vs. an individual post?
  • Was the saving process intuitive? Meaning, did you easily know what each option was saving? 
  • Did the right content save when you selected saving the template part vs. when you left it unselected?
  • Did you get stuck at any point in the testing process?
  • What did you especially enjoy or appreciate about the experience? 
  • Did it work using Keyboard only?
  • Did it work using a screen reader?

Leave Feedback by January 13th, 2021

Please leave feedback in the comments of this post. If you’d prefer, you’re always welcome to create issues in this GitHub repo directly for Gutenberg and in this GitHub repo for TT1 Blocks Theme (formerly called Twenty Twenty-One Block Based Theme). If you leave feedback in GitHubGitHub GitHub is a website that offers online implementation of git repositories that can can easily be shared, copied and modified by other developers. Public repositories are free to host, private repositories require a paid subscription. GitHub introduced the concept of the ‘pull request’ where code changes done in branches by contributors can be reviewed and discussed before being merged be the repository owner. https://github.com/, please do still comment below with the link. If you see that someone else has already reported a problem, please still note your experience with it below, as it’ll help give those working on this experience more well-rounded insight into what to improve. 

#fse-outreach-program #full-site-editing #gutenberg #core-editor #fse-testing-call, #usability-testing

Calling all testing plugins

You might have noticed a new section on this site’s sidebarSidebar A sidebar in WordPress is referred to a widget-ready area used by WordPress themes to display information that is not a part of the main content. It is not always a vertical column on the side. It can be a horizontal rectangle below or above the content area, footer, header, or any where in the theme. for ‘testing plugins’. The idea is to feature all the testing plugins used throughout the WordPress project.

Current testing plugins:

Did I miss any plugins? If you know any please leave a comment and we can add them to the list in the sidebar.

#testing-plugins

WCEU usability test results: part two

This is the second and final batch of usability tests from WCEU. You can catch up on the first five here.

As you watch through have a think about a few things:

  • What bugs or enhancements could be made from this?
  • What insights do you gain in the way people use GutenbergGutenberg The Gutenberg project is the new Editor Interface for WordPress. The editor improves the process and experience of creating new content, making writing rich content much simpler. It uses ‘blocks’ to add richness rather than shortcodes, custom HTML etc. https://wordpress.org/gutenberg/?
  • Any ideas come up to make the editing experience even more useful?

Share anything you have as a comment and part two will be along in a few days.

Continue reading

WCEU usability test results: part one

During WCEU there were a number of usability tests run. For each test, there was a form to follow through and questions. In this first part, five videos will be shared with the answers, then a second post with another five will be made. Thank you every person that both helped run tests and also took part in them. It’s really important to have opportunities to test like this.

As you watch through have a think about a few things:

  • What bugs or enhancements could be made from this?
  • What insights do you gain in the way people use GutenbergGutenberg The Gutenberg project is the new Editor Interface for WordPress. The editor improves the process and experience of creating new content, making writing rich content much simpler. It uses ‘blocks’ to add richness rather than shortcodes, custom HTML etc. https://wordpress.org/gutenberg/?
  • Any ideas that spring up from this of ways to make the editor even better for people?

Share anything you have as a comment and part two will be along in a few days.

Continue reading

#gutenberg, #usability-testing, #wceu-usability-testing

Gutenberg Usability Testing at WordCamp Europe

This year, there will be a usability testing table at WordCampWordCamp WordCamps are casual, locally-organized conferences covering everything related to WordPress. They're one of the places where the WordPress community comes together to teach one another what they’ve learned throughout the year and share the joy. Learn more. Europe for GutenbergGutenberg The Gutenberg project is the new Editor Interface for WordPress. The editor improves the process and experience of creating new content, making writing rich content much simpler. It uses ‘blocks’ to add richness rather than shortcodes, custom HTML etc. https://wordpress.org/gutenberg/, similar to the past one at WordCamp US. I’m looking for as many volunteers as I can find to help run tests at WCEU or process the tests remotely after the conference.

Get involved running tests

Tests will run for 30-minute blocks over the course of the WordCamp. To be involved, you must be attending WCEU. You can sign up here.

What do you need to do?

Facilitators will be in charge of the testing time. If you wish to just run tests and not co-ordinate, please sign up as a tester.

Facilitators should ideally have some usability testing experience, but if you’d like to try facilitating regardless, there will be information that will help you run sessions.

Facilitators will:

  • Welcome people interested in testing Gutenberg.
  • Set up testers with the Gutenberg test survey and the Gutenberg testing site, then start the provided screen recording app.
  • After the test is complete, save the test recording and reset everything.
  • Chat with testers about their experiences and their thoughts on Gutenberg, taking notes where possible.

If you are not attending WCEU, there is still a way you can help out: after the event, there will be a post created asking for volunteers to help process the tests.

Hope to see you there!