Top Tasks Identification

Sales ended
How to identify and prioritise what is most important


Developed over twenty years of rigorous research in some of the most complex organisational environments in the world, Top Tasks Identification is a survey-based research method that helps you identify what truly matters to people. Just as importantly, Top Tasks helps you clearly identify the tiny tasks. It is often the tiny tasks that are most damaging as they clutter and confuse the website/app.

This course teaches you how to collect clear, statistically reliable evidence of which tasks are and are not important to people. It thus helps you to remove and simplify, to strip away and focus on what truly matters.

Over a twenty-year period, Top Tasks has been successfully implemented all over the world for hundreds of organisations such as Cisco, Toyota, Microsoft, the Irish health service, Oslo University, and the European Union.

Who this course is for / not for

As a general rule, the larger, more complex and more political the environment, the better Top Tasks works. The smaller the website/app, the less useful it will be. Top Tasks has been designed mainly for use with medium to large websites and apps. At the core, it taps into research, user experience and information architecture skills.

This course is great for digital managers, UX managers, researchers and product owners. Of course, people with roles of other names are always welcome!

“This was a lot of information, absolutely worth every penny and every minute. This should be a standard that we should all be familiar with in the UX research and design. This would save so much pain on the user side and resources/time in the product development/marketing side.”
— February Top Tasks course participant

Hear from the trainer about Top Tasks

What you will learn

This course focuses on Top Task Identification. You’ll learn how to identify people’s top tasks using a unique voting technique to enable people to tell you in precise, statistical terms their Top Tasks within a particular environment. You’ll also learn how to:

/ Define your customer and scope
/ Identify task sources and shortlist
/ Design and implement research to identify the Top Tasks of your audience
/ Differentiate between Top Tasks and Tiny Tasks
/ Analyse tasks, segment by categories, create a task list and present.

“Very well structure course, complete, full of examples. Gerry answered questions and made it a great learning experience.”
— February Top Tasks course participant

What will be covered in the training


– Goals
– Customer scope
– Task scope
– Stakeholders
– Shortlisting group
– Task completion question
– Customer Centric Index
– Segmentation
– Team / stakeholder survey
– Kick-off meeting


– Shortlisting template
– 80% customer sources
– Existing website / app
– Top 50 annual search (internal, external)
– Top 50 Website / App most visited
– Surveys and research
– Top 50 annual support, help, feedback
– Competitors / peers
– Social media, blogs, communities
– Task collection survey
– Organisation sources


– Customer language
– No verbs, statements, questions
– Brackets where necessary
– Under 65 characters
– Avoid first-word repetition
– Duplicates, overlaps eliminated
– Mothers and children eliminated
– No Brands, products, departments, subjects
– No dirty magnets
– No audiences, demographics
– No formats, channels
– Less than 5% ego tasks
– We know what to do with this task


– One single list
– Randomised
– Up to 5 choices with constraints / errors
– “When dealing with health” intro question
– 1st question: filter. 2nd question: Task voting
– Usually able to complete tasks, CCI
– Not more than 8 segmentation questions
– Not more than 8 sub-categories per question
– Final question: comments
– Team / stakeholder survey


– Pop-up
– Pop-up using task voting text
– 200-plus voters achieved
– 25-plus voters in key sub-categories
– Representative, typical sample
– Incentives, prizes


– Survey period, voters
– Category segmentation
– Tasklist
– Stability
– Top Tasks versus Tiny Tasks
– Detailed analysis
– Connections
– Full league table of tasks

Trainers/hosts to be announced.
Pay by invoice
June 29, 2021
Dates and Times

Session 01 – Tuesday 29 June 2021 (2 hours)
16:00–18:00 UTC +1 (Dublin/London)
Topic: Scope and task gathering

Session 02 – Wednesday 30 June 2021 (2 hours)
16:00–18:00 UTC +1 (Dublin/London)
Topic: Shortlisting

Session 03 – Thursday 1 July 2021 (2 hours)
16:00–18:00 UTC +1 (Dublin/London)
Topic: Survey design, analysis

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