Testing Flow in Gutenberg: Instructions for how to contribute to usability testing

The new editing experience is now ready to be tested! In this round of usability testing, we invite anyone from the WordPress community to either complete a test, or moderate an observational usability testing session. We have worked hard to make the tests simple to administer, so you can contribute even if you have zero usability testing experience.

How you can help!

  1. Run through one of the three usability tests yourself (A, B C)
  2. Help others run through one of the three usability tests
  3. Recruit your [mother | sister | partner | grandfather | child | puppy | entire social media network] to run though one of the three user tests

What feedback are we looking for?

We welcome all kinds of feedback (our doors are always open, join the conversation in #core-editor on the core WordPress Slack). To make sure we get a diverse range of perspectives, our key focus is to deploy the user tests to a wide, global audience. In particular, we are really keen to reach participants outside of the WordPress community.

About the test

There are three usability tests that you can choose from. The tests are almost identical, except for the complexity of the task that you will be asked to complete. Each test scales in time to take and difficulty. You are free to complete any of these tests, irrespective of whether you have prior WordPress experience or not.

Each usability test consist of three sections:

  1. Part 1 asks you some general questions about your experience with using WordPress
  2. Part 2 asks you to complete a task using the Gutenberg editor
  3. Part 3 asks some questions about your editing experience. You also have the option to upload your screen recording and answer some questions about the video footage in this section

Running the usability test

If you are new to usability testing, please have a quick look at our Guide to observational usability testing. There are some handy tips that will help you run a fun usability testing session. We also have a quick Guide to screen recordings for those who have not done that before.

In order to complete the usability test, you will need to set up a few things:

  1. Get your hands on a device (laptop, tablet, desktop or mobile device)
  2. Ensure that you are familiar with the process for how to run a usability test
  3. Ensure that you know how to do a screen recording on your device
  4. Open two browser windows, one with the test instructions (either A, B or C) and one with the Gutenberg editor loaded with the Twenty Seventeen theme. Example setup here.
  5. Follow the instructions in the test
  6. Optionally, upload your screen recording
  7. Optionally, write up a blog post about your observations*

How to report your results

There are three ways in which you can report back your user test results:

  1. You can simply answer all the questions in the test instructions
  2. You can optionally analyse your screen recording footage by answering the video coding questions in Part 3 of the test instructions
  3. In addition, you are welcome to write up your test results in a blog post like this one. Share your link with us in the comments below and in #core-editor on the core WordPress Slack

If you are new to usability testing, you may find it confusing to figure out how to provide feedback. A really easy rule to follow is to articulate what the user did when they hit an obstacle. A common mistake for new user testers is to jump straight into solution or resolution mode. While we all love to solve problems (us too!!), doing this during the testing phase is likely to cloud our ability to uncover the underlying causes of the friction. For this reason, we prefer to keep identifying the friction separate from fixing the friction.

Get Involved

Run through one of the three tests yourself, set up a user testing session or join one at a WordCamp near you.

Gutenberg Usability Testing Plan – Feedback Needed

We are getting ready to roll out a new round of usability tests for Gutenberg mid-November. In this next round, we will focus on testing writing flow. We are also very keen to widen the net for participant feedback, including testing with participants who are not current WordPress users.

In order to make this happen we have drafted a usability testing plan – and we need your feedback and suggestions (in the comments below) before the next meeting in #core-flow on Thursday 9 Nov at 18:00 UTC. The next steps will be to test the user test on a small sample set (week of Nov 10th), refine at the #core-meeting on  Tuesday 14 Nov 17:00 UTC, and roll out to a wider audience starting from 15th Nov.

We will also have a usability testing section at WCUS, so if you are attending please drop by the and join in!

Proposed Usability Tests

To test the flow of writing, we propose to construct a three part usability test:

  1. General demographics:  including prior WordPress experience, age and device used. This information will help us to segment findings
  2. The main task: participants will be asked to re-create the post shown in an image. There will be three images to select from, mapping roughly to a beginner, intermediate and advanced level
  3. Follow up questions: a few questions about the experience of re-creating the post

Participants will be optionally invited to upload their screen recording, and answer a few questions about their video footage.

Testing Script

Question 1: Do you currently use WordPress?

  • Yes
  • No

Question 2: Would you describe yourself mostly as a…

  • Developer
  • Designer
  • Blogger
  • Business Owner
  • Other: ________

Question 3 (optional): How old are you?

  • Under 18
  • 18 – 30
  • 31 – 40
  • 41 – 50
  • 50 – 60
  • Over 60

Question 4: What device are you using?

  • Mobile phone
  • Tablet
  • Laptop
  • Desktop

Question 5: Let’s get set up!

Check that you have the following items ready as you will need them to complete the task

  • Open Gutenberg editor in a new browser window
  • Ensure that you have the Twenty Seventeen theme selected
  • Open the task image in a new window [ beginner | intermediate | advanced ]
  • Start a screen recording
  • Remember to talk out loud as you complete the task

Your task is to re-create the page that you see in the image using the Gutenberg editor. Remember to start your screen recorder, and talk out loud as you complete the task! When you are finished, continue on to answer a few questions about your editing experience.

Question 6:  Did the task take long or shorter than you expected?

  • It took longer than I expected
  • It took about the amount of time that I expected
  • It took less time than I expected

Question 7: Can you tell us why?

Question 8: Was the task easier or harder than you expected?

  • It was harder than I expected
  • It was about what I expected
  • It was easier than I expected

Question 9: Can you tell us why?

Question 10: Are you more or less likely to use the Gutenberg editor in the future?

  • I am not likely to use Gutenberg in the future
  • I am unsure
  • I am likely to use Gutenberg in the future

Optional section: screen recording analysis

It would help us out a lot if you could upload your screen recording and answer a few questions about your recording

Question 11:  Save your screen recording, and upload your file here…

Question 12: How long did it take to complete the task?

Question 13: Was the title added correctly?

  • Yes
  • No

Question 14: Was the quote added correctly?

  • Yes
  • No

Question 15: Was the image added correctly?

  • Yes
  • No

Question 16: Where were the main sources of friction?

Thank you so much for your help!

If you would like to be kept in the loop with the progress of Gutenberg testing, please leave us your email below and we will add you to the Make.WordPress user testing mailing list

Test Setup

The test can be completed by a participant, or used as a run sheet for an observational research session.

In order to complete the test, participants will need to:

  1. Get their hands on a device (laptop, tablet, desktop or mobile device)
  2. Ensure that they know how to do a screen recording on the device
  3. Load up the user test
  4. Follow the instructions in the test
  5. Upload the screen recording to the cloud
  6. Optionally, code the results from the screen recording
  7. Optionally, write up a blog post and tell us what you found

Reporting usability test results

There are three ways in which you can report back your user test results:

  1. You can simply answer all the questions in the test instructions. Remember to upload your screen recording at the end
  2. You can optionally analyse your screen recording footage by answering the optional questions in the final section of the test instructions
  3. In addition, you are welcome to write up your test results in a blog post

Get Involved

Have an idea on how to improve the usability testing plan? Have your say in the comments below before the next meeting in #core-flow on Thursday 9 Nov at 18:00 UTC. Once we have collected all feedback we will post a link to the test script and open the call for user testing!

 

#gutenberg, #usability-testing