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A quick guide to IntuitionHQ

Posted by Kirstin on February 22nd, 2012

We’ve talked a lot about why you should undertake usability and user experience testing and what to consider when doing so, but we thought it was about time we gave you a quick guide to getting started with IntuitionHQ and how to set up a website usability test using IntuitionHQ .

One of our aims when we built IntuitionHQ was ensuring that the tool itself made it straightforward to set up a usability test, we hope you agree that we’ve made it as simple and intuitive as we can.

Step 1: Log into your account on IntuitionHQ

Sign into your account by clicking on the right top corner ‘Login here’.

Complete your signup details and click  ’Login’.

IntuitionHQ login form

Step 2: Setting up your test

Once you’ve logged in to IntuitionHQ you’ll be directed to the dashboard. The dashboard displays 3 tables; Published projects, Draft projects and Finished projects. Tests are referred to as projects throughout the site. You can revisit the dashboard at any time via the navigation if you need to reference any of these categories.  Now though, we’re going to set up a new project.  Click the New project button:

IntuitionHQ dashboard

You’ll be presented with a screen showing a form to complete with information about your project:

IntuitionHQ adding a new project

 

Enter a name for the project (the name will display on the resulting published test). The name will auto populate the completion of the test url in the next box, you can change this if you wish, this will form the unique url for your test and will be the web address you send to testers. The introduction field is already populated with generic text that can be edited using the WYSIWG editor. Similarly the Thank you message is also pre populated and editable.

Step 3: Entering questions and screenshots

Once you’ve set up your project you’ll be directed to the Project overview screen.You can add screenshots and tasks in any order you wish. For example you may want to enter all your screenshots first then write the associated tasks. However if you already have a good idea of the text for your tasks you can add a question and a screenshot at the same time.

Click Add task, write your task in the Question for task box and then either choose an existing screenshot (if you have already uploaded screenshots these will show in a dropdown) or upload one from your computer by clicking Choose file.  Then either save and return to the project overview screen or click Save & new task to go directly to a new task screen.

IntuitionHQ add a task and upload a screenshot
 

Save your task or add another task to your project by clicking Save & New Task:

IntuitionHQ add the task by clicking on 'save' OR 'save & new task'

 

If you choose to Save and & new task a blank Question for task screen will display. If you select Save you will be directed to the Project overview> Tasks screen.

IntuitionHQ project overview

 

You can edit both tasks and screenshots from the project overview screen by clicking the Edit button beside the item you want to change. Similarly you can also delete a task or screenshot by clicking the delete button beside the item in the Project overview.

Step 4: Preview and publish

Preview and publish options are on the top right of the Project overview screen:

 

 

Previewing your project will allow you to see the test as your testers will see it.  You can then go back and edit any questions that you feel need amendments.

Once you are happy that the test is ready to go live – click Publish, a screen giving you the option to promote the test via Facebook will appear. If you choose to promote the test via Facebook you will be directed to log into Facebook.



If you don’t want to promote via Facebook at this stage uncheck the Publish on facebook box, you will be directed back to the Project overview screen where you will see a success message. Your test is now live and anyone who has the URL can now see it.

Copy the project link into an email, a tweet and post a link to it on Facebook in order to direct users/testers to where to take the test.

You also have the option to publish the results of the test in order to distribute a link to the results if you wish.  Click the Publish link beside ‘Results are private to show’ a live url for results:

We hope you’ve found this quick guide useful and we’d be grateful for any feedback you have on the process to create a project and publish a test in IntuitionHQ. Our next quick guide in a couple of weeks will focus on looking at test results.

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