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Usability Testing template overview

Collect and manage all details of your UX tests, keep track of the upcoming interviews, and gain insights on what to improve in your product using cool custom reports. 🤓

  • Use only one tool for the whole usability testing process. Fibery helps you plan, execute, collect, and analyze the results from each customer discovery study or usability test. Yes, it's high time to get rid of scattered tools and spreadsheets.

  • Increase transparency and easily share findings with stakeholders and teams. Keep everybody aligned and updated by storing notes, data, and interviews recordings in the same template.

  • Be more consistent in the user testing process and dramatically speed up the time it takes to collect and review results.

Set up your UX testing process using our fully customizable no-code template and start building products more meaningfully with Fibery.

Let's go! Take me to the UX testing template 🏃‍♀️

What can the UX testing template do?

This template is a go-to space for everything usability testing-related. It covers all stages of the testing process, from planning and running interviews to analyzing data and sharing insights. It will most probably replace your current wikis, spreadsheets, note-taking tools, and storage soft.

Test collaboratively

Engage all team members around your usability test. Keep everybody aligned and updated and make your research insights and outcomes transparent.

  • Take notes, create mind maps, come up with tasks and update reports together in real-time. No need to refresh or save.

  • Control who can manage, view, and edit tests.

  • Manage your test participants by linking them with notes and insights. Mention and assign team members easily.

  • Easily share reports and findings alongside the initial data with the rest of the team.

Create a repository

Aggregate test personas, scripts, meeting notes, video recordings, and insights in one searchable place. Make sure all the insights are backed by evidence from your analysis.

  • Upload text, videos, images, and files. Store them in context within notes and insights.

  • Use powerful filters, sorting, and color-coding to segment and refine your data.

  • Make sure insights are always backed by the source material.

Visualize research

Visualize your tests, interview progress, task completion rates, and test outcomes however you like. Choose from tables, Kanban boards, mind maps, calendars, timelines, charts, and more.

As Fibery is a no-code tool with endless setup and visualization opportunities, you can further upgrade the template as you want. Contact us via Intercom so we can help you with that. 😉

Who is this Usability Testing template for?

For all the curious researchers out there! 👨‍🔬 We bet it will be useful for a UX Researcher, UX Designer, or Product Manager, as well as a whole product, development, marketing, customer success teams, the rest of the company, and external project stakeholders.

Both small and medium companies will be able to make the most of it on each iteration of their product from its early development to its release.

Usability testing template best practices

Here is a list of easy but usually ignored or underestimated guidelines and techniques to help you succeed before, during, and after your usability testing.

Make sure the test participant understands you are testing the product, not them

Conduct the test in a way that participants will feel comfortable giving you honest feedback. Remember that in case of failure, people tend to blame themselves, rather than some mistakes in the design or unclear customer flow. That's why make sure your usability resters feel at ease and don’t feel like they’re being tested.

For example, start the session by highlighting that you are testing not the person but the product and mention that nothing the person says or does is wrong.

Encourage the participant to think aloud

Asking participants to think aloud is an effective tactic and is critical to getting inside the participant’s head.

Using the think-aloud technique, the interviewer asks usability testers to use the product while continuously thinking out loud and simply verbalizing what exactly do they think as they move through the tasks. This qualitative data is extremely valuable and can highlight more pros and cons of your design.

If you think you need more details, ask for the participant's feedback, after they complete each task.

Describe tasks in a way that the participant understands

No industry or company-specific terms and descriptions. The simpler the better rule applies here too.

Do not hint on how to accomplish a task while describing it

When creating the task don't mention any hints and suggestions on how to solve it. If the participant asks you how to do something during the interview, don’t say anything. You want to see how long it takes users to figure out your interface.

Shut up and observe, be patient

Once you have presented the task, everything should be led by the participant. When a participant starts a task, try your best not to interrupt them.

Your goal here is to understand how users will use the product. For example, if the participant takes an unplanned route through your product, don’t correct them - wait to see what happens.

The more you interrupt, the less likely your participants will have the confidence to complete the task. There is also a big chance they will lose their flow and stop behave naturally. It can lead to the loss of insights.

Share the session recordings and your notes with the team

Make sure the session and its brief results are shared with the rest of the team. Let the team discuss the results and observations so that they can be interpreted correctly.

After extracting insights from your data, share the key takeaways with the rest of the company and layout the next steps for improving your product.

Do not stop testing, until there are no new major insights coming

If you continue getting valuable insights and usability problems from your test sessions, it is a sign you need more. Once they become repetitive, proceed with analysis and move to the next test.

How to use the Fibery Usability Testing template?

Setting up and customizing your user research workspace is quite simple: create a test on the "Test be State" board once you have something to prove, describe the interviewees and invite them, add tasks you want the participants to perform, and start testing! Afterward, analyze the results and check the "Success rate overview". Repeat and do not stop the testing process, until there are no new major insights coming.

If you are here for the step-by-step UX process setup and want to fully customize the template, just keep reading.

Process set up: types and fields

Let's grasp the main terms and set up the connections that naturally reflect the way your team works.

Let's go to "Configure app" and start with Types (kinds of data). You will have 4 connected Types by default: Test, Participant, Attempt, and Task. Add more types like Idea or Insight if you want to, but make sure to connect them to the existing Types.

Add as many Fields as you want for every Type. For example, on the Participant Type, you already have Fields like "Name", "Notes", "Date", and several extensions like "References", "Workflow", etc. If needed, add any other Field you want to use to describe the participants of your usability tests.

Views setup: boards, tables, reports

Use Views to look at the data you collect from multiple angles and visualize your testing process with boards, lists, timelines, tables, reports, and more.

From the start, you have several pre-made views, from Tests by State and Scheduled Participants to Success rate overview.

You can always delete not-needed views and add more as you go. Here are some views ideas for you: Upcoming Interviews, Recent conversations, Active tests.

Let's do some actual work

  1. Once you have something to validate, create a Test. Do it from the Tests smart folder or directly from Tests by State board. Move the most urgent tests from To do to Planned or In-Progress states on the "Test by State" board.

  2. Click on the test to describe the type of participants you are looking for, choose the number of participants needed, and assign the test to the right person.
    Related participants and tasks will automatically appear here too once you add them from this or other boards.

  3. Switch to the "Participants by State" board to invite the participants and schedule the UX sessions. Easily update status by moving Participants around to different states. There are pre-built states like "To invite", "Invited", "Scheduled" and "Finished", but you can add more.

  4. Figure out which tasks you would like the participants to perform and combine them into a scenario. Open the test to add tasks, script, and action items.

  5. See what sessions are coming next and start testing. Open the participant and find a special "Start a test" button. Once you do it, a new attempt will appear for each of the tasks you created for this step. Open the attempts each by each to add notes and success score. There are 3 simple scores, from "Couldn't accomplish" to "Completed smoothly".

  6. Analyze the results and figure out if you should change the design or invite more participants. Switch to the "Success rate overview" report to see the automatically calculated success rate of each task in your test and the suggested verdict, from "Requires redesign" to "Excellent".

Use Usability Testing template 🚀

Confused a little (or a lot 😅) or have any suggestions on how to improve the Usability Testing template? Just ping us via Intercom.

If you need more personalized and step-by-step guidance, check out our concierge service called Super Polina and apply, if you are from a product team. It's 100% free.

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