Tips for writing effective tasks for a live site test
Live site testing gives you direct insight into how people interact with websites or web apps in the real world. Well-written tasks help participants understand exactly what they need to do, so you get clear, actionable feedback.
Here are some tips to help you write effective tasks:
Define your objectives
Identify goals: Start by identifying what you want to learn from the live site test. Objectives might include validating design choices, identifying usability issues, or understanding user behaviors and impressions.
Focus on real-life scenarios
Reflect real behavior: Tasks should reflect what real users would naturally try to do on your website. This helps you gather more relevant and actionable feedback.
Use scenarios to add realism: Scenarios help participants understand the why behind their task, making behaviors more natural.
Be clear and specific
Avoid ambiguity: Ensure your tasks are clear and specific. Users should easily understand what they need to do without any ambiguity.
Use simple language
Avoid jargon: Avoid jargon and complex terminology. Use simple, everyday language to ensure all users understand the tasks.
Avoid existing labels: Use different language in your tasks than the labels on your prototype test.
Use AI Simplify: For suggestions on how to rephrase your tasks, use the Simplify feature available for live site tasks.
Provide context
Explain the situation: Provide users with enough context to understand the task. Briefly explain the situation and what they need to accomplish.
Avoid leading the participant
Leading tasks can bias results and hide usability issues. Avoid tasks that:
Suggest where to click
Mention specific labels on the site
Reveal the ideal action
By following these tips, you can create effective tasks that provide valuable insights into your prototype's usability and user experience.
Encourage participants to speak aloud
As a best practice, to gain deeper insights, you can encourage participants to think out loud during tasks and explain their reasoning while taking a live site test.
Example instructions: As you complete this task, please speak your thoughts aloud. Tell us what you’re looking for, what you expect to happen, and anything that feels confusing or surprising. Your feedback helps us understand your experience in real time.
If your plan includes Optimal Interviews, you can upload a live site recording to get automated insights and use AI Chat to explore your data.
Examples of effective live site tasks
Creating tasks that are clear, actionable, and aligned with your objectives is key to effective live site testing. Here are some examples of well-crafted tasks for different types of live sites:
Websites
Product search task
Task: "Find a pair of running shoes under $100 and add them to your cart."
Objective: Test the search and filtering functionality, and evaluate the ease of adding items to the cart.
Checkout process task
Task: "Proceed to checkout and fill in your shipping information."
Objective: Assess the usability of the checkout process and form fields.
Return policy task
Task: "Locate the return policy for the running shoes."
Objective: Evaluate the ease of finding important policy information.
Web-based Products
Dashboard customization task
Task: "Customize your dashboard to include the sales performance chart and hide the user activity log."
Objective: Test the customization features and user control over the dashboard.
Report generation task
Task: "Generate a monthly sales report for June 2024 and download it as a PDF."
Objective: Assess the ease of generating and exporting reports.
Support request task
Task: "Submit a support request for an issue with your billing."
Objective: Evaluate the usability of the support request process and user interface.
By crafting specific, clear, and realistic tasks like these, you can effectively test various aspects of your live site and gather meaningful insights into user behavior and usability issues.