Unit 4 · Lesson 14 of 20

Choose a method and write useful tasks

Design an evaluation whose tasks and observations answer a decision.

Ready to learnOne idea, one guided decision, and an application in a new context.
YOUR LEARNING PATH
14 / 20

01 / Learn

The idea

Begin with the decision: should the kiosk flow be changed before rollout, and where? A formative usability study can show how people interpret and use the flow. Recruit participants who reflect key users and contexts, including people with access needs. Give them a realistic goal rather than naming the control you want them to click. Observe actions, hesitation, error recovery, and the handoff to staff.

A task scenario should set motivation and starting conditions without revealing the path. 'You have arrived for your appointment and need to let the clinic know' leaves room to see what the participant chooses. 'Tap Check In and enter your code' tests instruction following instead. Plan what will count as task completion, what to do if the prototype cannot truly notify staff, and which claims a small study cannot support.

A common mistake

Asking users whether a page seems easy proves that they can complete the task. Observe task behavior and use opinions as complementary evidence.

See the idea in action →

02 / See the reasoning

Worked example

Fictional scenario

A clinic wants to learn whether people can complete an appointment kiosk check-in without staff help.

An expert brings a participant into a simulated lobby with a ticket kiosk and nearby signs. They ask the participant to arrive for an appointment, then watch whether the person can identify a completion signal without prompting. They note when staff help is requested and ask afterward what the participant thinks happened. The simulation cannot prove the real clinic's staff system works.

Try a decision →

03 / Decide

Guided decision

Which first study task is least likely to lead participants?

Choose the option you would try first

04 / Apply elsewhere

Independent application

Fictional scenario

An enterprise analyst needs to export a report with sensitive fields removed.

Write two realistic tasks, define completion and failure, name representative participants, and list observations that reveal whether the export is understood and safe.

Make: A one-page formative test plan with task scripts, observations, and study limitations.

Review your work against this criterion

The participant tasks match the decision, avoid naming controls, and the observations can reveal both success and misunderstanding.

05 / Keep working

Sources and related patterns

Apply this skill: Research and usability test plan →

Saved items