What’s in it for me?
If you are a modern product manager, you are likely to consider Guerrilla user testing as a powerful technique for testing your product concept effectively and within a short time frame.
When & how to use it?
You may find this template handy, whenever you plan a Guerrilla user testing project and need to collaborate in a small or medium team, which can be distributed.
We packed the key features from popular productivity tools in a simple yet powerful way to create Infolio. You can map & track project tasks in a Kanban board, collaborate in virtual boards and communicate in the built-in Chat, without switching tools. The steps below will guide you through setting up and running your testing project easily.
This template can be used for planning and tracking your Guerilla testing initiative in a Kanban, while keeping teamwork and communications in one place.
Step 1. New project & tasks
Sign up to Infolio,
Start with creating a new project, by clicking on “+ Add project” at the left bottom in the projects panel. Name the project, e.g. “Guerilla User Testing”, and then navigate to the tab “Project tasks”, which works as a Kanban board for task management.
As the next step, capture all your project related tasks under the “General” column (so far – irrespective of the specifics), by adding each one with “+” (e.g. in our project – “Get software for screen recording”, “Website testing with Google search”, “List elements to test”, etc.).
Step 2. Custom lists & statuses
Once you have captured all the tasks of your Guerilla testing project, create custom task lists (e.g. “Testing Station”, “Test Assets”, “Users”, etc.) and distribute the task cards among the lists.
Then, move over to creating custom Statuses that best correspond to your specific workflow: first, group tasks “by Status”, then add the statuses (e.g. “Open”, “In Progress”, “In Discussion”, etc.). Drag all your tasks to the respective column. Voila! Your project is now set up!
Step 3. Assigning tasks
It is important to delegate, so use the “Assign to” function to distribute tasks among your team. First, open the selected task card and then assign the task and set its due date by clicking on the respective icons.
If you want to check who in the team is busy with what, group the tasks “by Assignee” and you will see tasks assigned to each team member presented in columns, in real time.
Step 4. Project collaboration
To collaborate on any task, you can link a virtual space to it by opening the task card and clicking on “Attach files, link spaces and more”. Drag the task related deliverables onto the space or attach files right to the card itself.
Also, you can agree to organize content and collaborate on it within a common team space. Click on “+” below the Project chat to create a team space/board, name it, e.g. “Project Assets” and place all the content, be it notes, research findings, copy drafts, or web links onto it. For your convenience Infolio also offers a built-in Chat to discuss project issues, without switching to other tools.
Step 5. Project tracking
In order to track the progress of your Guerilla testing activities, you can group tasks “by Status” (e.g. "In Progress") or “by List” (e.g. "Test Assets"). This will allow to identify road blocks, if any, and take action with no delay. Change the status of any task by either dragging the task card to the respective column (e.g. “Analyzing & Reporting”) or by opening the card and changing its status in the upper left corner.
See your project steadily moving to success with Infolio collaboration hub!