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Users, personas and tasks

After this lesson: I can describe who uses a system and the tasks that matter most to them.

60 min lesson2 commandsUsability testing lab: audit a hard-to-use web shop and read a test in the browser

Design starts with who uses it and why

A user is a person who uses a system to get something done. Good interface design starts by finding out who those people are and what they are trying to do.

A shop built for the people who made it will suit the people who made it. This lesson shows you how to describe real users and pick the tasks that matter.

By the end of this lesson

Note

I can describe who uses a system and the tasks that matter most to them.

Key words

WordWhat it means
Usera person who uses the system to reach a goal
Personaan invented but realistic user that stands for a group
Taskone thing a person wants to get done
Scenarioa short story of one persona doing one task
Frequencyhow often a task is done

The cells students fill in are left blank in this preview.

A persona stands for a group of users

You cannot ask every user what they need. A persona is an invented person, built from what you learn about real users, who stands for a group.

A persona has a name, a goal, a setting and something that may get in the way. It keeps a team asking "would Asha manage this?" instead of "would I?"

Worked example: two personas for a teapot shop

PersonaGoalSettingWhat may get in the way
Asha, 19, a studentBuy a gift for her aunt before FridayA phone, on a bus, with little dataA small screen and a thumb
Mr Okoye, 68, retiredBuy a replacement lid for his teapotA laptop at home, at a large text sizeFaint text and a mouse he finds hard to use

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A task is one thing to get done

A task is one thing a person wants to get done, written as a verb and a thing: "find a teapot", "pay for the basket".

A task is not a feature. The shop has a search box, but the task is "find a teapot under 20 pounds". Tasks are what you test later, so write them from the person's side.

Look at the first rows of the test

Command
docker exec jupyter head -5 sessions.csv

Shown here, not run. Create a free account to press Run and type it into your own lab’s terminal.

One row for each person and task

The command prints the header line, then four rows for the first person, P1: one for each task the lab's test gave. A row says how many seconds it took, whether the person finished, and how many mistakes they made.

The four tasks are the shop's main jobs: find a teapot, add it to the basket, fill in the form, and fix an error.

Count the lines of the table

Command
docker exec jupyter wc -l sessions.csv

Shown here, not run. Create a free account to press Run and type it into your own lab’s terminal.

A scenario puts a persona in a situation

A scenario is a short story of one persona doing one task. It says who, where, why and what success looks like.

Example: "Asha is on the bus home. She needs a gift for her aunt by Friday. She finds a teapot under 20 pounds and pays with one hand." You can test a page against that story.

A common mistake

Warning

Many people think that they are the user. You know how the product works, so the path that looks obvious to you is not the one a new user takes. Ask real people, or build a persona from what you learn, and keep your own habits out of it.

Test the tasks that matter most

You cannot test everything. Two questions pick the tasks that matter. How often is it done? And what is lost if it fails?

A task done every day by most users, such as paying, comes first. A rare task, such as changing a delivery address, can wait unless a failure is costly.

Worked example: choosing tasks from visits

TaskVisits in a weekShare of all visitsTest it?
Search for a teapot40040%Yes, it is the most common
Pay for the basket25025%Yes, money is lost if it fails
Track an order15015%Yes, it creates many help calls
Change an address10010%Maybe, it is done by few
Redeem a gift card505%Later
Send a message to the shop505%Later

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Going further

Think of somebody who would use your college's timetable page. Write a persona for them: a name, a goal, a setting and one thing that may get in the way.

Then write one scenario for that persona in three sentences. Ask a classmate which task in it they would test first, and why.

About this lab and its source: Usability testing lab: audit a hard-to-use web shop and read a test in the browser

Teaching a class? Set this module for your students with a teacher guide, marked assignments and a lab for every student.