Your workspace will need a subscription to the Grow or Scale plan to utilize the tree test feature.

Tree testing is a helpful methodology to get user feedback and improve your website or product navigation.

To get started, click on the "Create Project" button.

You will have 4 different methodologies to choose from. There are also three types of tree tests you can choose from: non-recorded, unmoderated tree test and moderated tree test. Learn more about setting up each type of tree test.

In this article we will walk through setting up a non-recorded tree test.

Next you'll start by naming your tree test. Remember, participants won't be able to see the name and the description you include here. This is just for you and your team to easily search for projects.

You'll also need to decide if you want to get feedback from our participants or your own participants.

The Audience step will look different depending on who you are looking to get feedback from (either PlaybookUX participants or your own participants).

Once you've defined your audience, it's time to set up the tree.

The starting point of your tree will be "Home". From there, you can rename the leaf by double clicking the text.

To add another child, hover over that node and click "Add Child". A child node will fall underneath the first node.

To add a child at the same level as "Shoes" and "Jackets" in the below example. You'll need to click the "Add Child" button at the level of "Fashion".

You can add as many children to each node as you'd like.

Once you've completed the tree, the next step is to set up your tasks. Tasks are used to "test" your tree. For example, if you're wondering how easy it is to find Shoes, you would ask participants a task such as "Where would you go to find new shoes?".

Once you've created the tasks, you will be asked to define the correct answer for that task. The PlaybookUX system will use the correct answer to calculate task success (more on that in analytics).

When you click on the "Define Correct Answer" button, you'll see a popup appear with your tree. If needed, you can select multiple correct answers.

Select the correct answer(s), click "Save".

Optionally, you can set up follow up questions. They can be helpful to gather additional information from each task, such as "How easy or difficult was it to complete the previous task?".

Once you've set up your first task, it's time to set up your second task. Click the blue "New Task" button to configure your second task. Feel free to include as many tasks and follow up questions as you'd like. However, we recommend 10 tasks to prevent tester fatigue!

Now that you've set up tasks, it's time to configure your instructions. By default, you can use our preset instructions. Feel free to edit and change as you see fit. If you change the instructions but decide you want to use our default instructions, you can select the "Reset" button.

Before launching the study, you can preview the study to make sure the tree, tasks and instructions are correct.

Lastly, review that all information is correct on the "Summary" tab and submit your study.

Participant experience

Participants are shown instructions on how to take the study. When they are ready to start their first task, they will be able to select the option that makes sense to them. The task is complete when they click the "I'd find it here" button. Once they click it, they'll progress to the follow up questions or next task.

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