File upload usability test template

Observe how people upload, verify, and replace a file in [product].

Use this template

Editable study draft · English content

Before you launch

Use a sandbox and synthetic sample files. Specify supported formats and the intended destination; avoid personal documents.

Opens a usability study with ordered tasks, post-task questions, and a final debrief. Add your target URL to each task. Screen sharing is enabled and the moderator observes without providing task hints. Success criteria below are a guide for your review, not automatic grading rules.

Participant tasks

  1. Task 1

    Upload a file

    Add the supplied test file to [destination] in this test account.

    Researcher success criteria

    The intended file is uploaded to the correct destination.

  2. Task 2

    Check the result

    Check that the uploaded file is available and contains what you expected.

    Researcher success criteria

    Participant verifies the correct file and recognizes its status.

  3. Task 3

    Replace the file

    Replace the earlier file with the revised test file supplied.

    Researcher success criteria

    The destination contains the revised file without an unintended duplicate.

After each task, ask what was difficult and what the participant expected to happen. The study also includes a task-ease rating.

Final debrief

  1. What, if anything, was different from what you expected?
  2. Which part of the experience would you change first, and why?

Plan your study

Who should take part?

People who upload files as part of [workflow].

What should I customize before launching?

Use a sandbox and synthetic sample files. Specify supported formats and the intended destination; avoid personal documents.

How should I use the findings?

Review destination clarity, progress feedback, error interpretation, and result verification.

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