A question I hear pretty frequently is, “Why a redesign of the admin panel so soon after 2.5?” Those who have attended WordCamps in the past few months have already heard the answer, but for the people who haven’t had that opportunity, this post is for you.

When the community response to the 2.5 admin redesign was mixed, it seemed like a good idea to do usability testing to find out which issues were based on actual interface problems vs. which complaints were just a result of not liking change. To prevent bias, a third party was contracted to conduct usability testing, Ball State University’s Center for Media Design, Insight and Research division. Try saying that three times fast with a mouth full of peanut butter. Or fitting it on a business card. To save time, we’ll just call that third party CMD, since that’s what they call themselves.

The plan that was developed involved multiple rounds of testing, as well as the creation of two prototypes, hardcore! The first phase involved a usability review of 2.5 by CMD, the results of which were discussed with lead developers. A quick prototype was created that addressed some of the lightweight issues, so that the test participants could use both 2.5 on their own blogs and the prototype on a test site. Results would be analyzed and compared, leading to a second round of suggestions. A second prototype would be developed over a week or two, which would then be tested with the same participants, and a final report delivered. But you know what they say… the best laid plans of designers and developers often go awry.

After the first round of testing, it was clear that a prototype delivering the kind of fixes that could be coded in a week or two wouldn’t make much of a difference overall. We all decided a more ambitious prototype was in order, one that would experiment with a new approach to screen real estate and attempt to address as many of the issues from 2.5 as was possible with a few extra weeks of time. A rapid design process was followed by an even more rapid development cycle. The second prototype is what you know as Crazyhorse.

The second round of testing blew everyone away. The research team had never seen such consistent results. Tasks were completed faster, participant opinions rated it higher, understanding of how interface elements worked was greater, and it wasn’t even a fully functional application. Of the test participants, every single one said they would choose the prototype over their current administrative interface, and it wasn’t even pretty (those of you who remember the original Crazyhorse will vouch for this).

A presentation on the process from start to finish was part of the schedule at WordCamp 2008 in San Francisco, and the slides are available online, but as always the slides only tell you so much without the videos, live demo and verbal narration that went with it. (Use Google and you can see audience videos of the presentation.)

Here, then, is a PDF of reasonable size that you can download and peruse at your leisure that outlines the usability testing project in some detail. I wanted to include some eye tracking videos, but the file was so huge it would have been ridiculous for anyone to download it, so I stuck with eye tracking outputs called gaze trails to illustrate the findings. I also tried to pare down the text to the more salient points, since more than 50 hours of test video really does reveal an insane amount of data. I also cut out the section about designing Crazyhorse in the interest of staying under 25 pages. Hopefully you’ll think it’s a good balance. I’ll try to put together a separate document on the design process of 2.7 in a couple of weeks that will include the early Crazyhorse material.

So, if you want to know what we learned from the usability testing this summer that caused us to create what is now 2.7, go ahead and read the report.

WordPress 2.5/Crazyhorse Usability Testing Report (PDF)

It’s finally here, the moment you’ve all been waiting for! The long months of your tolerance and forbearance as you suffered through the inelegance of our hacked-together, leftover Crazyhorse interface are almost at an end. (Was it really that painful?)

This week at the Automattic team’s semi-annual offsite meeting (offsite since we have no office), the visuals you have been craving were finally created and approved. We hope you like them. Mad props to Matt Thomas and Andy Peatling for their visual talents. You can expect these designs to be extended to the rest of the 2.7 screens and implemented over the coming weeks.

So now that we finally nailed down the look, how’s it going to work? The menu system in particular has been the topic of discussion on the hackers and testers lists, so I thought I would take this opportunity to explain how we plan for it to work. As you know, one of the goals of 2.7 was to reduce the necessity to load new screens just to access sub-navigation menus; we wanted the most-used screens to be within a click or two at most. If you’ve been using the nightly builds, you got used to the arrow controls that allowed you to expand and contract the menus. Then you got used to the box-style with icons that not only opened and closed vertically, but could be minimized horizontally as well, leaving a remnant of icons to provide a kind of “advanced mode,” though you don’t need to be particularly advanced to use it. Now that we have real button styles (the icons are still placeholders, and we hope to have some new ones soonish), we’ve nailed down the menu functionality.

2.7 New Post Screen, Unfinished

Each section header has three parts: the icon on the left, the blue link text, and the area to the right where an expansion arrow appears on hover or in expanded state. You can see that the arrow is contained in a small segment of the header, similar to the way the favorites menu is structured. If you click on this segment, the menu will expand to show the choices in that section. Click again to close the menu. Click on the blue link text and you will go directly to the screen for the first choice in that section, where the section menu will be opened to show you the other section choices. Double-click on the section icon and the menu will close horizontally, leaving the icon list visible. In this state, hovering over the icons will display the menus for each section, so you’re still only a click away from most screens. Double-click on an icon when the menu is closed this way and it will take you to the first screen in that section. The small arrows attached to the dividing lines between menu groups will also act as open/close toggles for using the horizontal collapse/expand function.

This variety of ways of using the menu system aims to accommodate both power user and novice alike. Clicking on blue link text like normal will bring the expected result for the novice, while the advanced user has more options for navigation that allow a more customized experience. We hope you like this result as much as we do, and you can expect to see it implemented in Trunk soon.

The image below is the new Dashboard style, which I’ll save explaining for early next week, but hopefully the preview will get you excited for the new design.

2.7 Dashboard

WordPress 2.7 is currently in development and as some people already know, it features a revised layout with a left-hand navigation column that was designed in response to user feedback regarding the use of screen real estate. Because the navigation came straight from the Crazyhorse prototype that was developed quickly for usability testing, it is still a work in progress.

Navigation sections and labels are being decided now, and as usual there are lots of good ideas floating around. As part of the mission to increase user involvement in design decisions, we’ve created a survey intended to give WordPress users the ability to play a part in deciding how the navigation options should be grouped and labeled. If you use WordPress and want to add your opinion, take the survey.

WordPress 2.7 Navigation Options Survey