Search and filter usability test template
Observe how people narrow a set of results to find [suitable item].
Use this templateEditable study draft · English content
Before you launch
Provide the site URL and replace the item constraints. Verify that matching and non-matching items exist in the test catalog.
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
Task 1
Find candidates
Find [item category] that could meet [need].
Researcher success criteria
Participant produces a relevant set of candidate results.
Task 2
Narrow results
You need an option within [budget] that also has [attribute]. Find the options that qualify.
Researcher success criteria
Participant identifies results satisfying both constraints.
Task 3
Change a constraint
Your [constraint] has changed to [new requirement]. Update your search and choose a result.
Researcher success criteria
Participant revises the relevant constraint and identifies a qualifying result.
After each task, ask what was difficult and what the participant expected to happen. The study also includes a task-ease rating.
Final debrief
- What, if anything, was different from what you expected?
- Which part of the experience would you change first, and why?
Plan your study
Who should take part?
People who search for [item category].
What should I customize before launching?
Provide the site URL and replace the item constraints. Verify that matching and non-matching items exist in the test catalog.
How should I use the findings?
Compare search wording, filter expectations, and result interpretation. Note whether people can tell why results changed.