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Task list #72

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govuk-design-system opened this issue Jan 12, 2018 · 120 comments
Open

Task list #72

govuk-design-system opened this issue Jan 12, 2018 · 120 comments
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component Goes in the 'Components' section of the Design System pattern Goes in the 'Patterns' section of the Design System

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@govuk-design-system
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govuk-design-system commented Jan 12, 2018

Use this issue to discuss this pattern in the GOV.UK Design System.

@timpaul timpaul added the pattern Goes in the 'Patterns' section of the Design System label May 21, 2018
@abbott567
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Thought I'd just weigh in with a tweak we have had to implement for this pattern.

We are currently using it in a case working system and we had an issue where if one agent went in and chose some options that meant the task was not complete, to other agents it looked like no work had been done at all.

So, we needed a way to differentiate between a section that had not been looked at and a section that could not be completed. So we have added a grey 'not complete' badge to say 'yes, i've looked at it, but it's missing some information' vs 'nobody has looked at this section at all'.

screenshot-localhost-3000 2018 05 30 12-41-14

@peteblakemore
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peteblakemore commented Jul 2, 2018

Interesting to see you've also removed the numbers from the side of each task, @abbott567 . On the service I'm working on we will also use a task list, but the tasks needn't be completed in order, so this approach would work well for us.

@kubabartwicki
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kubabartwicki commented Jul 18, 2018

We just finished a mission in which we worked on a part of Digital Marketplace where users can search for cloud hosting, software and support. We redesigned an existing task list and put it at the start of the service: https://www.digitalmarketplace.service.gov.uk/buyers/direct-award/g-cloud/start


Things we knew before

  • Users aren't aware of how the service works which results in non compliant behaviour
  • Some use the service twice a week, some will only ever use it once
  • Tasks in the service include complex interactions, such as searching and filtering
  • Tasks need to be completed in order

Things we learned

Put a static version of task list at the start of the service

screenshot-www digitalmarketplace service gov uk-2018 07 18-15-09-43

We had a hypothesis that task list would be a great way to explain how to use our service. To test, we replaced our old start page which had a search bar on it, with a task list.

This performed really well: it made the process transparent and cleared up a few confusions. We previously tried doing this with a start page pattern, but users found it annoying and a barrier to search.

Our static task list has no badges and is treated as static content rather than something users can interact with.

Put guidance alongside tasks

We modelled our task list around the idea that each step has a single task associated with it and some guidance. This is different to the task list in GOV.UK Elements, which assumes that each step consists of a bunch of tasks.

Doing it this way ensures that users can access guidance at all times but they don’t to tell us they read it each time they use it.

Use badges

“Completed” and “Can’t start yet” worked really well. They helped users realise what to do next and a few times made them realise that the page they are looking at is interactive and changes as they walk throughout the process.

screen shot 2018-07-18 at 15 08 19

It’s not always obvious what the steps are

The hardest part of this work was getting the steps right – we tested 5 different iterations of the task list before we ended up with the 5 steps we have now.

The most interesting one here is step 3, which refers to a lengthy offline process which a lot of our users currently get wrong. Returning users found it annoying to have to confirm "I've done this" each time, so we had to tweak the way the step is explained and acted upon.

We went with “Confirm you have read and understood how to assess services”. This means that the step is about reading our guidance about a process, rather than completing the process, which can take weeks and has very blurry edges as to where it ends and begins.

@PeteWilliams
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Thought I'd log a couple issues we've seen In the Civil Money Claims project. The first of which has had quite serious consequences for the user involved, and led to a complaint.

image

'Completed' marker misleading
A defendant in the live service was responding to a claim saying that they owed some money. They completed the required task in order to defend their claim, then were returned to the task list where that task was marked ‘completed’. The user thought this meant they’d filed their response, so they didn’t continue to the ‘Check and submit your response’ task. As a result they were issued with a CCJ for not responding.
This user was partially sighted and using a screen reader, but we think that may be a red herring, as apparently this has come up in testing with sighted users too.

Users not completing all sections
Over 20% of users in our live service got the error telling them to complete all tasks before continuing.
We've seen a few causes of this in testing:

  • Some users skip anything in 'Before you start'
  • If a task is phrased as a question, and the user's answer is 'no', some will think they don't need to fill it in
  • When the task list is dynamic - ie new tasks appear when you select certain things in other journeys - users often don’t see the new task and just skip it, especially if it was at the end of a section
  • Some users simply do not realise that they have to complete all the tasks before they can continue

Any thoughts on how to resolve these issues would be much appreciated. My current thinking is to try adding 'You must complete all tasks before continuing' to the top, which may help both issues if people actually read it.

@kr8n3r
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kr8n3r commented Aug 15, 2018

Has anyone tried/tested by moving the tag to the left, below the task description?

@charge-valtech
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charge-valtech commented Aug 15, 2018

Working on the "Apply for a Blue Badge" service.

We started testing with this in our prototype from last week. Overall, it's tested really well - it helps users realise how far along the application they are, and prepares them for what is coming up. We take users to the task list for the first time after they complete the "Check eligibility" section. 5 out of 5 users understood this on first land, they see the "Completed" tag and understand what the next section is that they need to complete.

One issue we did see though, was once a few tasks had been completed in the list, it becomes more difficult to see the sections that are incomplete. The page becomes more difficult to scan.

We are toying with the idea of a subtle "Not started" tag which is a light blue or something.

All users spotted and understood that they needed to hit "Submit and pay" at the end of the list for the application to be submitted.

@anna-kayPA
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anna-kayPA commented Aug 15, 2018

We use the tasklist in the probate service.

User needs

  • Know where I am and what is coming up
  • Take breaks if required

Differences between ours and the beta tasklist

including why and how we've tackled it

Users can't complete items in any order. They can't for example pay before they've filled in the application.

  • we use a start button per section rather than a text link. Users understand green buttons as it provides clear guidance of what to do next. If they return to the service mid task, the button says "continue"
  • we use the lozenge "can't start yet" (replicated from the digital marketplace design by @kubabartwicki) so users know that they can't skip ahead - they can't skip ahead because we use information from earlier questions to decide what to ask in later sections.

Our service is in public beta and we have had a tasklist in our service for over a year.

probate-tasklist-2

Users will have been screened and created an account before they land on the tasklist.

Ongoing challenges

For some users, there is a step in the process where they need to wait for someone else's response before being able to proceed to the next task. When this happens, we do not show the green button. Instead we include content below that section header informing the user that they can't proceed yet. We believe this causes users confusion until they read the content. We are working on a way to help users easily understand that they need to pause for now.

@kubabartwicki
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kubabartwicki commented Aug 15, 2018

@PeteWilliams

That's a really interesting issue – I wonder if it's to do with users recognition of the steps as things they need to do? That's what we struggled with the most on Digital Marketplace (#72 (comment))... eg maybe if "Submit" was more about "Submit response" and "Respond to claim" about "Prepare response" it could be more effective and clearer to users what the badges mean and refer to? 🤔

@helenadt
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@PeteWilliams it seems like there may have been a number of things at work there. I have not used this pattern so can only add some thoughts.

I wonder if it is worth trying to reintroducing the green button for the final task? I.e. for 'Check and submit a response'. Might make it clearer how you finish. Has anyone tried this?

It also feels like there might be something about the first set of tasks being 'Before you start'. By being at the task list am I not already started?

@sunilkathare
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We are using the task list pattern to design an online version of the C110A application, which is 22 pages long, where local authorities can apply for a care, supervision or emergency protection order.

Local authority solicitor or legal assistant can use this application to start the process to place a child at risk of harm under the care of the local authority.

Why we are using this pattern?

  • Users can see the whole form, not just the parts they’ve answered

During user research we found users liked to see all the sections in the application in the form. One question per page pattern, shows just the first few questions. You must answer these before moving to the next section. It can be reassuring to know all the questions. So, you know what to do. It helps to know what information you need to gather if you know that questions.

  • Users can answer questions in any order

If you can’t yet answer question 3 – maybe you are still gathering information – you can still answer question 8. One question per page pattern online forms progress linearly – you must answer one question before seeing the next. With the task list pattern you can answer question in any order.

  • Save and restart applications

With the task list pattern you can add information as and when you get it. For example, in international cases, you have to wait till you get important information. As it is not linear, you don’t have to enter all information in one go.

  • Save time

Users don’t need to go through all the questions in the application form and can skip entire sections like the international section. Users don’t need to waste time saying no to questions that they don’t need to answer and fill only sections they need to. Fewer pages to load and fewer buttons to click means that they end up saving time!

apply-for-care-order-desktop

apply-for-care-supervison-or-epo

apply-for-care-order-phone
apply-for-care-order-tablet

@quis
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quis commented Aug 30, 2018

We’re trying this variation of the task list pattern on GOV.UK Notify:

image

There’s some more detail in this pull request: alphagov/notifications-admin#2250

I’ll update this comment once it’s been live for at least a month and we can measure how effective it’s been.

@charge-valtech
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We noticed screen reader users getting a bit frustrated by having to tab through every section each time they came back to the task list.

I've prototyped this solution to see if it helps things. A hidden link similar to the "Skip to main content" that takes the focus to the first incomplete link on the page.

Screen recording of it in action

@timpaul
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timpaul commented Sep 1, 2018

Great idea @charge-valtech ! If you try it out in research let us know how it performs.

@joelanman
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@sunilkathare thanks for sharing that! Do you have any findings from user research? Are you finding any of the same problems as some other teams? For example users not realising which sections they have to complete

@sunilkathare
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sunilkathare commented Sep 17, 2018 via email

@phillipsr
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Hi everyone - just thought that it might be useful to contribute to this chat. We've been working on Register as a Childminder for a while at Ofsted (in private beta) and have gone through multiple iterations of the task list. Our complicating factor is that we can have 6 legitimate statuses of a task (Done, Started, Waiting (to progress the task someone else has to do something), Flagged (a reviewer has flagged a problem they need to correct), To Do, and Do Last). The image below shows how we've created new statuses in a similar vein - although its not actually possible to have all of them shown at once, so take that with a pinch of salt.

suggested_tasklist_colours_black

In our testing these have all worked really well, and now that we have tweaked the colour scheme for some earlier contrast issues we would pass our accessibility audit (combining the statuses with alternative descriptions). Without being able to use the task list pattern, our application is very long and involves lots of different areas - so this brings them together nicely. We also have the challenge that tasks can be done in any order (except for the last one), and users frequently (want and need to) complete the form over multiple visits and over a long period of time. So having the task list as a check point of where everything is up to is incredibly useful for them.

We'd be really happy to share any of our findings with anyone that is interested, or to hear any other observations.
Rich - richphillips_ofsted on slack

@joelanman
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We've heard a lot of research to say that some users don't know they have to complete all tasks. It's also the case that screen reader users can't easily get an idea of their progress, whereas sighted users can get an impression by seeing the 'completed' tags.

So, we'd like to suggest a change and get some research on it:

Once a user has completed at least one task, add a summary line above the task list to say how many tasks have been completed.

"You have completed 2 of 6 tasks"

@PeteWilliams
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One potential problem with that is that, in our case at least, the number of tasks can be dynamic.
You might start with 'You have completed 1 of 4 tasks', which then becomes 'You have completed 3 of 7 tasks'. So it could be quite misleading - though that may be better than the alternative.

@marthaboggins
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Have performed two sets of tests with this pattern being part of the flow. The numbering left user's thinking they had to do the tasks in order - which is not the case. Otherwise they had no issues with it.

From my POV I'd like to see how you intended the links to work once the user has Completed a section. Do they simply go back to same pages with the fields pre-filled?

@phillipsr
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@marthaboggins
I think that's an interesting question. In our register as a childminder service, we had a summary page at the end of each task. Therefore, if the task was complete, clicking the link would take them to the completed summary page - thus allowing users to select which question they need to revisit. We found this to be better than navigating users to the beginning of the task.
Has anyone else tried any other approaches?

@stevenaproctor
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@marthaboggins A couple of services in HMRC removed the numbers when the sections could be completed in any order. The order they appear in the list should be based on user research and what makes sense to users.

@phillipsr When a section is incomplete, the services I mentioned take people back through pre-populated versions of the screens they have seen. This was because partially completed check answers pages confused people and also to remove the task-list-inside-a-task-list feeling.

When a section is complete, when they go back in it is to a complete check answers section that allows them to change their answers. If this leads to a change in journey, they would be taken through the screens in the normal way and given a new check answers page at the end.

From what I understand, this has tested well with users in different services.

@joelanman
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@PeteWilliams hmm good point, though isn't that already implied by the task list itself, even without a summary?

@chrisadesign
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We've heard a lot of research to say that some users don't know they have to complete all tasks. It's also the case that screen reader users can't easily get an idea of their progress, whereas sighted users can get an impression by seeing the 'completed' tags.

So, we'd like to suggest a change and get some research on it:

Once a user has completed at least one task, add a summary line above the task list to say how many tasks have been completed.

"You have completed 2 of 6 tasks"

Hey @joelanman how does this work with sections? What counts as a task here, the numbered items or the sub-items within?

@joelanman
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@CHdesign it would be total number of sub items - the rows that eventually get Completed tags

@chrisadesign
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Brill, we're looking at one at the moment, I'll test it out.

@frankieroberto
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Has anyone considered whether COMPLETED should be displayed in block caps or not? Some of the variants above use title case instead.

Our content designers have heard of some research suggesting that block caps present accessibility issues, but I don’t know whether that still applies for single words, as in this context?

The GOV.UK Style guide only suggests not using block caps for large amounts of text.

@SebHoward
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Following up on the post @nfren shared last year. At the Intellectual Property Office, we are now nearing the end of our Beta phase for the IPO Transformation. Within the apply process, we have continued to make use of the Task list pattern and have iterated how we use it throughout our Beta.

Our requirements at the IPO are complex and therefore we have adapted the task list pattern in some areas to meet them. I will talk about this in more detail below.

Summary of our requirements

  • Patent law dictates many of the requirements within our service. The most impactful to the task list being the requirement for when information must be submitted to the IPO. During the initial apply journey, some information is optional but we must give them the ability to complete it.
  • During Beta, requirements that Alpha did not address were identified. These include:
    • Permissions - before the application is submitted, have the ability to set who can view and manage an application whilst drafting and post-submission.
    • Access to draft applications - ability to copy a link to the draft application for sharing with others.

How it has changed in Beta

In beta, we have made a number of further iterations to our task list. Some as a result of the new requirements and some to align with the standard pattern again, which has led to it testing better with our users:

  1. Tags are now exclusively used for the completed status. We've reverted to using the tags as documented, using them to describe the completion status of that particular task. And using headings to communicate which tasks are required or optional.
  2. For the new requirements mentioned above, we have added body text at the bottom of the page. This design decision was made with the aim of balancing the needs of our professional and novice users - having the feature for our professional users who need it, without confusing novice users who don't. This implementation will need further research as the service continues.

Secure beta design documentation - Frame 3 (1)

How it has tested

Our main challenge when testing with users has always been how we communicate which tasks are optional and which are required. By returning more to the original pattern and adapting it in different ways, we have landed on a design that tests well with users in their understanding of optional/required.

Guidance only tasks have been removed from the task list. User research showed that novice users would read this before starting the service and our professional users would never have a need to access it. In replacement, we have provided in-context guidance within the tasks and developed a pre-apply guidance strategy.

Users have also appreciated the familiarity of the pattern - recognizing it from completing their tax return.

Overall, our task list is now consistently testing well with our users.

@bazzle
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bazzle commented Aug 17, 2023

Regarding the application status "Referral incomplete" line, which changes to "Referral complete" line, in our case.

One of our user testing participants was confused by this.

Upon seeing Application complete followed by You have completed 5 of 5 sections, they thought "Application complete" means the form is submitted. And believed at this stage no further action was needed to submit the referral.

image

@steve-oconnor
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@SebHoward Great to hear it's testing well. Do you plan to include the new tag designs?

@joelanman
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@bazzle I would think that if there's a task the user needs to do, that should be part of the task list? If all tasks are complete then the overall task should be complete. So if there's an outstanding task (Submit?) then that should be added, and it would then read 5 of 6 completed.

@SebHoward
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@SebHoward Great to hear it's testing well. Do you plan to include the new tag designs?

Hi @steve-oconnor I'm not aware of the new tag designs? I believe we are using the latest version published on the Design System. Could you drop a link to the tags you mean? :)

@querkmachine
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@SebHoward New tag designs are being introduced in v5 of Frontend. We're planning to provide a pre-release for testing soon™, but in the meantime you can see the new tag designs in our review app: https://govuk-frontend-review.herokuapp.com/components/tag

@bazzle
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bazzle commented Sep 12, 2023

Thanks for clarifying, we've been using the pattern incorrectly, in situating the Submit button at the bottom of the task list. We'll think about making Submit its own task, or including it at the bottom of check your answers.

@mattia-gobbo
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For 'Send an SR1 medical evidence form' we've used the Task list pattern and extensively tested its use with users. Overall, user were able to understand what task were involved and check progress, especially because all the section headings were visible above the fold with no need to scroll.
From research we have identified the following points that could improve users experience and interaction with its elements:

image (8)
Considering the user will interact with the page to understand the tasks that are involved in completing the form, check progress on the form and would never interact with the page when all the sections are completed, the H2 indicating the application is incomplete (in our case framed as 'SR1 form incomplete') doesn't provide much value to the user and might be irrelevant as it won't change status depending on the progress of the user.

image (10)
Considering the user must complete the questions of a section in order and mandatory questions cannot be skipped (otherwise these would be flagged with an error), on the questions of the form there should be a exit route to allow the user to not answer the specific question at that time and come back later. For that reason, in our service, we've introduced a 'Return to SR1 form sections' link within a button group as an exit route. When clicked, the link would take the user to the page with the task list and wouldn't save whatever the user inputed in that question.
We extensively tested the wording of the link, what worked best was using the form 'Return to + [Heading of the page with the task list]' as a suggestion of where the user would be taken.

image (13)
image (9)
A link to the 'Check your answer' page is enabled only when previous section of the form are completed to prevent the user to access to that page when the form is not fully filled in. Although, this raises accessibility issues as 'Check your answers' is not picked up by screen readers as link but as simple text and could confuse screen reader users when it's then read as link.
It's not clear from the guidance what the status of the tag should be when the user visits the page that was previously disabled and than clicked 'back' to return to the task list page. Shouldn't it be 'In progress’ as the user has started to check their answer since that's the task the user needs to carry out in that page? There is space for improvement in the interaction between the task list and the CYA patterns.

0-1694622984519
image (11)
For optional questions, rather than asking a radio question at the end of the task to check if the user has completed the section, we've asked a conditional question upfront to check if the user has that piece of information (e.g. Do you have the patient NINo?). In this way the user is then branched to a question in which can input that piece of information or the next question depending on their selection. The question would be considered 'completed' at the point of the conditional selection.

image (12)
We've tested a version of the task list in which all the questions were listed, so the user could see specifically what questions were completed and could start to fill in the form from any point they preferred. Although, this wasn't feasible to be developed using the CASA framework as the code library of this last one is designed so the user can start from the first question of a whole section and complete the following one in order.

@CharlotteDowns
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We've just added some guidance on how to 'share findings about your users' with us 📝. This will help us learn more about how your users use a task list within your service.

@Sineaddumigan
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We are working on the Next Flood Warning Service for England. The task list has been a useful pattern for our service as organisations need to complete multiple steps to set up flood warnings if they want to set up multiple locations and recipients of flood notifications. Additionally, some of the tasks don't have a clear end point - so we tested the designs with the 'Have you completed this section?' question at the end of each task and returned the user back to the task list afterwards.

Initially, we had some issues with this page as some participants were confused about what would happen if they clicked on 'No, I’ll come back to it later' and concerned that if they selected 'No...', the actions they'd completed in that task so far may not be saved.

However, with a change to content - by including a line stating that their changes will not be lost, including the name of the current task when asking if they have completed the action and adding a label of the section status (section completed or in progress) we have seen a drop in any concerns around this.

We have tested a number of versions of the task list across multiple rounds - including a version incorporating a helicopter view of number of users/locations already added to the service, as well as a more simplistic version where sections state if they have been viewed, completed or not yet started. Participants tended to prefer the latter version due to simplicity and assurance that they were making progress on their set up. Below are images of our design so far that is working better for our users. Feel free to get in touch with Andrew Bignell or Sinead Dumigan to discuss in more detail.

Screenshot 2024-01-24 at 15 04 21 Screenshot 2024-01-24 at 15 03 45

@richardhattonUX
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This is duplicate question posted on the slack channel.

With the new changes to the task list pattern, I have a couple of questions:

1 The way to check your answers and submit the application is now a button (it used to be a task).
If the user clicks the submit button with incomplete tasks still remaining, should we visually indicate which task needs completing (different to what we have now) or just the error summary box at the top of the page? I think there should be some guidance about how this would work. The button should always be present, as its usually not recommend to disable buttons or to hide buttons.

2 The task/sections completed indicator has been dropped.
Does this impact screen reader users? I was under the impression the tasks remaining count allowed screen reader users a way to understand how many task remain overall. Something which many can gauge visually from the tags.

#72 (comment) (edited)

@BoabaFett
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BoabaFett commented May 31, 2024

I'm working on income tax submissions for HMRC, a large, complicated online service with many journeys for taxpayers to complete. The Have you finished this section? feature has generated a lot of debate in our design team but this is my (very opinionated) take on it.
We offer our current version of the question on a single page after Check your answers -

Have you finished this section?
You'll still be able to go back and review the information that you've given us.
Yes / no

image

We've tried different wordings and tried offering this on its own and as part of the 'Check your answers' screen itself.

At this point we've run dozens of research sessions which involve this patterns, and these are these are the responses we get:

  1. most users don't comment on the pattern at all - they click Yes and continue without comment (they don't take advantage of this feature)
  2. a minority of users say something positive like - that's nice, I can come back later
  3. another minority of users find this extra question annoying and frustrating - 'Why are you asking me if I've finished?'
  4. no users at all understand what effect answering yes or no has on their online application

There's one exception to the last group - if the user gets frustrated about why they're being asked the question over and over again, they answer 'No' and see that it controls the status on the task list. Incidentally, I had to do this myself to work out why I was being asked the question.
When pressed on what they think the question is for, users give the wrong answer: they assume it 'sends data to HMRC' or it's a compliance function, to confirm the data you've just entered from a legal point of view.
A related problem (which other people have mentioned) is that users don't understand if 'section' means the journey they've just completed, or the section their journey sits in.

As we're not in the business of offering patterns which users don't understand, I'd strongly recommend removing this pattern from the design system for scenarios where the user has reached a 'Check your answers' screen.

More detail ...
The original purpose of this feature was to help users who leave a journey without reaching the 'Check your answers' screen. I believe it's a mistake to offer this on or after 'Check your answers', when the user has already provided a complete set of answers for that journey.

The power of the task list is that it breaks up longer journeys into manageable ones and offers the 'reward' of changing the status from Not started to Completed. Asking people to confirm they've finished when they've given a complete set of answers creates a blurry mental model. I'm skeptical about whether changing the content or position can help with this fundamental problem. Adding this pattern to the design system lends too much authority to a pattern which doesn't make logical sense.

Our live service doesn't go live for a couple of years, but I'd predict that in practice, this feature will only ever be used by a small minority of users and confuse and frustrate the rest. Web analytics could confirm this.

Cheers all :)

@steve-oconnor
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That's some great insight @BoabaFett

I can see how a "have you completed this?" is superfluous for a task list journey that starts with the questions and ends in a check your answers page.

For clarity, can you give an idea of the full journey? Not every single step if it's complex, but how they get to entering data, when they enter data, when they get to "check answers" and the question, and where they go after that.

What we found in the research is that there are different journeys that involve the task list and they can be quite different.

@BoabaFett
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BoabaFett commented Jun 4, 2024

Hi, a typical journey in our service would be:

Taxpayers go through a 'tailoring' journey to pick which journeys are relevant for their income tax return.
This populates a task list where they can see journeys relevant to them.
Any example of an individual journey would be:

Income from foo

  1. Did you get income from foo? - Yes / no
  2. How much did you get? - Text input
  3. When did you start getting income from foo? - Date
  4. Did you pay tax on your income from foo? - Yes / no
  5. How much tax did you pay? - Yes / no
  6. Check your answers
  7. Calculation page: how much tax you may owe
  8. Have you completed this section? - Yes / no
  9. Return to the task list

...
When the whole task list is complete taxpayers move on to Your final tax overview so see their tax calculations for a year; then they submit the application.

@steve-oconnor
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steve-oconnor commented Jun 4, 2024

@BoabaFett I used a "This section is compelte" checkbox in the sub pages of a task list where the interactive elements where on a single sub page linked to from the task list. It wasn't a series of questions and a check answers page. It was also due to the task list being accessed by 2-3 people at once and only one of those people able to say "this section is correct and complete".

It sounds to me like your journey that doesn't need to use the "have you completed" question at all.

@frankieroberto
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@BoabaFett good research, thanks for sharing!

I first used this pattern on the 'Apply for teacher training' service at the Department for Education. It worked pretty well there, but it might not in every service.

For context, the reason we used it in the service was because we had several sections where it would otherwise be possible to tell if the section was truly completed or not. For instance:

  • a section with a big text box for writing a personal statement - which users might draft but not have finished yet
  • a section collecting 'work history' where users could add multiple jobs
  • a section where users could add multiple qualifications

We had other sections where it was more straightforward to detect if it was likely 'completed' (eg contact details), but decided it made sense to use the 'Have you completed this section?' pattern on every section for consistency.

Hope that makes sense! If you can tell whether each section is completed without the pattern, and have no evidence that users might want to come back and change their answers later, then you could just set the status automatically instead?

@shabana-ali
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When the font is resized to 200% (screenshot taken on Chrome and font size set to 32 via chrome://settings/fonts), the longer status copy spans across 2 lines. Was there a reason to set max-width: 160px; for .govuk-tag?

Also, on the old task list, the statuses would left align on small screens (similar to summary lists) but remain right aligned now. More of an issue when the task names are a little more wordier and then end up spanning across multiple lines. Again, was there a reason for this?

Complete multiple tasks example with font resized to 200% and incomplete text spanning 2 lines

@frankieroberto
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@shabana-ali good questions!

When the font is resized to 200% (screenshot taken on Chrome and font size set to 32 via chrome://settings/fonts), the longer status copy spans across 2 lines. Was there a reason to set max-width: 160px; for .govuk-tag?

This was required, I think, to force the tag to break onto multiple lines mid-word rather than overflowing outside the boundaries, which would result in horizontal scrolling.

From the tag/_index.scss code:

    // set a max-width along with overflow-wrap: break-word below for instances
    // where a tag has a single long word and could overflow its boundaries.
    // The max-width is necessary as break-word requires a bounding box to base
    // where to break off of.
    max-width: $govuk-tag-max-width;

You could try tweaking the max-width to be a bit wider and see if that improves things for your service?

Also, on the old task list, the statuses would left align on small screens (similar to summary lists) but remain right aligned now. More of an issue when the task names are a little more wordier and then end up spanning across multiple lines. Again, was there a reason for this?

This was a deliberate trade-off as in the old task list, the status would drop underneath the task name on mobile even though there was often space for them to remain left and right aligned (which is easier to scan).

With mobile screens increasingly wide, most of the time it should make sense for the left and right alignment to remain – but it does depend on the length of the task names and status labels, and the text size/zoom!

@jeana-adhoc
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Have you tested this with screen magnifying users? Did they have any difficulties identifying the tags/labels floating to the right?

@joshhumphreys
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We use the task list in our service, Pension Scheme Return. I wanted to share an issue we recently faced, which means we cannot use a 'Completed' status in our service.

For some time, we have had issues correctly displaying task list statuses to the user. Our issues stem from the fact that the statuses themselves cannot be stored anywhere in ETMP – they are deduced by other means, one of which is a Y/N question at the end of each section which asks the user 'Have you finished reporting [asset type]?' The answer to this question is not stored anywhere in ETMP, so once the user's local cache is cleared, we can no longer ascertain what their answer was, or if the section is 'Completed'. We have tried many technical workarounds to this, but we were finding many edge cases and the code was becoming increasing complex and difficult to maintain.

In early July 2024, we caught up with the centre tech lead about this issue. We talked through possible options with him and amongst the team. We concluded that the most logical option for now was to update the design for the task list statuses, and push for updates to ETMP in the future to support the storing of our statuses.

We tested a number of different designs/wording options, and decided upon a tally for the statuses where the user adds multiple of one thing. Users have told us they find this useful as it gives them a quick reference that they've added everything they need to add in that section from the task list (they often work on 2 screens with an admin system on one and the PSR on the other to compare). We've had some users who prefer the term 'Completed', but feel that tally statuses also works. Here's an example of our task list with some sections added/some with no assets/some where you can can't add multiple. Happy to have any discussions around it, just reach out to me on Slack!

PSR task list

@rotellina
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rotellina commented Jan 29, 2025

Hi everyone,
I’d like to propose adding some clear guidance on where users should be directed when clicking the task link, depending on their progression status.

For completed tasks: Should users be taken to a "Check your answers" page, a summary list, or another relevant section?
For tasks in progress: Should they be returned to their last unanswered question, the start of the journey, or another appropriate point?

In addition to aligning with user expectations, also consider technical constraints should be taken into account. For instance, how should we handle tasks with branching logic based on user responses? And what happens if users mess with the Back button?

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