# CMS editing task observation worksheet

Companion: https://www.ajjuiglesias.com/blog/cms-usability-test

Use agreed sample content. Do not record passwords, tokens or private customer information.

## Session
- Website/CMS and configuration tested:
- Test environment and public visibility:
- Intended editor and role:
- Devices and access methods:
- Training materials available:
- Connected services isolated or checked:
- Sample-content cleanup owner:

## Task record
Repeat for each task.
- Business-language task:
- Starting point:
- Required sample material:
- Expected public result:
- Permission needed and responsible role:
- Observed actions and hesitation:
- Assistance given:
- Outcome: independent / with help / blocked / untested:
- Draft/save state checked:
- Preview checked:
- Publication and public result checked:
- Correction or recovery checked:
- Cause, business effect and evidence:
- Proposed improvement and owner:
- Retest outcome and remaining limits:

## Representative tasks
- Correct an existing service description.
- Replace an image and inspect its page/card crop.
- Create an article from supplied material.
- Send content for review or publish with the assigned role.
- Correct a published mistake using the supported process.
- Check a shared value and its affected placements.

## Acceptance
- Required tasks independently completed:
- Tasks requiring agreed training/support:
- Launch blockers and untested areas:
- Handover instructions and support contact:
- Review decision, owner and date: