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Diffstat (limited to 'sifterapp/complete/streamlining-issue-creation.txt')
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diff --git a/sifterapp/complete/streamlining-issue-creation.txt b/sifterapp/complete/streamlining-issue-creation.txt new file mode 100644 index 0000000..543e420 --- /dev/null +++ b/sifterapp/complete/streamlining-issue-creation.txt @@ -0,0 +1,55 @@ +No one likes filling out forms. The internet is littered with user surveys that show reducing the number of fields in a form means far more people fill it out. Hubspot rather famously found that dropping just one field from forms [increased conversion][1] by almost 50%. People really hate forms. + +Who cares? Well, "people" includes you and your team. And "forms" include those you use to file issues and bugs in the software you're developing. + +Want to get more issues filed? Create simpler forms. + +At the same time you do need to capture certain bits of information. Take the typical web contact form. Dropping the email field might increase conversion rates significantly, but it means you don't have all the information you need. Forms need to be simple, not simplistic. + +And therein lies the rub -- which fields really need to be on your issue form? + +Let's break it down using a typical issue form which might consist of a dozen or more fields. There will almost always be a field for the "status" of an item. Other options typically include fields for Resolution, Assignee, Opener, Creation Date, Due Date, Category, Type, Release, Priority, Severity, Impact, LOE (estimated), LOE (actual), Browser/OS, Relationships and possibly even more. + +All those fields create a huge cognitive overhead which quickly leads to "decision fatigue", a fancy name for "people have better things to do than fill out long overly detailed forms on their computers." Let's tackle these one by one. + +* Status -- We've [written previously][2] about how status messages are unnecessary. The short story is that the status is either open or closed, there is no other status. Everything else is really a resolution. For example, the dreaded "wont fix" status is not a status. The status is closed. The *resolution* is that the issue won't be fixed. + +* **Resolution** -- We need a spot to record what we've done so keep this one. + +* Assignee -- Another necessary field, but it can be captured implicitly without adding another field to the form. So keep this one but it won't be part of the issue form. + +* Opener -- Again, good info to have, but not info you should need to fill in. Lose the field and capture it behind the scenes. + +* Creation Date -- Like Opener, this should be captured automatically when the issue is created. + +* Due Date -- The due date of every issue is "yesterday", there's no need to ask people to figure this out in the issue creation form. Figuring out the due date means [figuring out the priority of the issue][3] and that can't be done without an overview of the whole project. The issue creation form is the wrong place to determine priority and thus due date. + +* **Category** -- Categories are good, they help classify the issue -- is it a feature request, is it a bug? is it something else? Categories are helpful when trying to determine the priority of an issue as well so let's keep this one. + +* Type -- The type of issue is more or less the same as the category. No need to make a decision twice; keep it simple and lose the Type field. The same is true of "Tags" or any other variation on the categories theme. + +* **Release** -- Soon, but not yet. This one is useful for planning. + +* **Priority** -- Setting the priority of the issue is important so we'll keep this one as well. + +* Severity -- The severity of an issue can and should be a factor in setting the priority, but it doesn't need its own field in the form. Keep severity as part of your decision making process, but don't track it separately from what's it's influencing, namely, the Priority field. + +* Impact -- Like Severity, the impact of an issue is part of what determines the priority, but again there's no need to track it separately. + +* Level of Effort (estimated) -- The level of effort necessary to fix any individual issue is nearly impossible to estimate and not all that useful even if you do happen to estimate correctly. All this field does is create cognitive overhead. + +* Level of Effort (actual) -- Again, you're just creating overhead and getting nothing in return, lose it. + +* Browser/OS - This is useful information to have, but it doesn't apply directly to the issue. This is best captured in the comments or description field. + +After trimming our form down to fields we actually need we're left with, in addition to subject and description, a Resolution field, a field for the Priority, another for Category and one for Release. + +With just six fields, three of which don't need to be filled out when the issue is created -- Resolution, Priority, Release -- our form is considerably smaller. + +What we've created is a form that's simple enough you don't need to train your team on how to use it. Open up the form, create a new issue, give it a name, a brief description and a category; hit Create and you're done. + +Streamlining the process of creating issues means that the workflow is simple enough that even the "non-techie" members of your team will be able to use it. That means every person on the team has the potential to become a valuable contributor to the system. + +[1]: http://blog.hubspot.com/blog/tabid/6307/bid/6746/Which-Types-of-Form-Fields-Lower-Landing-Page-Conversions.aspx +[2]: link to status vs issue piece +[3]: link to piece on setting priority |