Product task analysis?

Subject: Product task analysis?
From: Geoff Hart <ghart -at- videotron -dot- ca>
To: "TECHWR-L" <techwr-l -at- lists -dot- techwr-l -dot- com>
Date: Tue, 21 Sep 2004 15:57:26 -0400


Anna Gosling reports: <<My team has been "tasked" with a very specific analysis of our products. What this means is that each writer will take a component from each product and document EVERYTHING about it: how it works, how to install and configure it, etc. Each writer must create a list of all possible things each component can do, and then create end-user documents.>>

This is fairly standard "task analysis". Don't be intimidated by the "all possible things" or the large scope of the job; they don't expect you to document how to use the product to drive nails and feed the cat. The usual meaning is "document all reasonable tasks a user could be expected to attempt". That's a much more manageable solution.

<<These documents are online "solutions" that are part of my company's public knowledgebase, which means the documents must be short and concise. Writers don't have pages and pages to explain components and document steps for installing, configuring, etc. Writers CAN'T use HTML (because of the limitations of the editing tool they're using), but they can add hyperlinks to related solutions or to our Web site.>>

Concise is good; readers don't have time to read pages and pages. The way to come up with something concise is to identify what the reader needs to know rather than "everything that is available to be known". This requires you to determine what is essential to a process: if it's not essential, don't document it. (You can find out a lot about this kind of analysis by researching "minimalism".)

<<In short, how have you tackled such a monstrous task, especially for complex software that requires a great deal of explanation?>>

The first step should be to list all the functions. Next, group these functions based on how the functions will be used: that is, what tasks do they support? There may be many different ways to group functions; one of the best is the way you've already done this in your documentation. If not, think about reasonable categories: for example, you may have administrative, customization, and "actually getting work done" categories. Don't get hung up figuring out the perfect set of categories. Aim for "good enough for most users".

Another useful tip:

<<The other thing is the writers aren't supposed to be recreating our user guides or training manuals. So they're really looking for some direction about the best way to do this project. They can't pull from existing documentation; they have to create short, but detailed solutions>>

In fact, you _can_ "pull from existing documentation": if the docs are considered acceptable or even "really good", they provide you with a great starting point for listing all the functions and how they have already been grouped into tasks! You mentioned above that you can hyperlink; if that's the case, you can achieve conciseness by hyperlinking to the appropriate portions of the existing documentation.

--Geoff Hart ghart -at- videotron -dot- ca
(try geoffhart -at- mac -dot- com if you don't get a reply)


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References:
Product Task Analysis: From: Anna Gosling

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