"Local tasks" is hard to understand

Created on 28 March 2024, over 1 year ago

Problem/Motivation

"Local tasks" is jargon. The local tasks menu is exposed to a wide variety of users with varying levels of technical knowledge. It would be better to use a term which would be more easily recognized by users at all levels of knowledge.

I will disclose that I was totally mystified by this label when the administrator add this to our website, and I consider myself technically knowledgeable.

Steps to reproduce

1. Go to https://simplytest.me
2. In the entry field, type admin_toolbar
3. Choose Admin Toolbar
4. Click Launch Sandbox to create the site
5. Login as admin
6. From the top menu, click Extend
7. In the search field, type toolbar
8. Check Admin tool bar extra tools
9. Click Install
10. From the top menu, choose Configuration, then User interface, then Admin Toolbar Tools
11. Check Enable/Disable local tasks display
12. Click Save configuration
13. From the top menu, choose Admin, then View

Expected result: The newly added menu containing View, Shortcuts, and Edit has a label that would be meaningful to a non-technical person

Actual result: The newly added menu containing View, Shortcuts, and Edit has a label "Local tasks"

14. From the top menu, choose Manage, then Content, then Add content, then Basic page.
15. Type title "Test content"
16. Click Save

Expected result: The newly added menu containing View, Edit, Delete and Revisions has a label that would be meaningful to a non-technical person

Actual result: The newly added menu containing View, Edit, Delete and Revisions has a label "Local tasks"

Proposed resolution

Replace "Local tasks" with something less technical, perhaps:

For user entity, "This User"
For content entity, "This Content"

This would carry through to whatever type of entities are supported by this module. I did not use the word "entity" in the proposed resolution because that too is jargon.

Remaining tasks

User interface changes

See Proposed resolution

API changes

Data model changes

๐Ÿ› Bug report
Status

Active

Version

3.4

Component

User interface

Created by

๐Ÿ‡บ๐Ÿ‡ธUnited States charles belov San Francisco, CA, US

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  • Usability

    Makes Drupal easier to use. Preferred over UX, D7UX, etc.

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Comments & Activities

  • Issue created by @charles belov
  • ๐Ÿ‡บ๐Ÿ‡ธUnited States charles belov San Francisco, CA, US
  • ๐Ÿ‡บ๐Ÿ‡ธUnited States charles belov San Francisco, CA, US
  • ๐Ÿ‡บ๐Ÿ‡ธUnited States charles belov San Francisco, CA, US
  • ๐Ÿ‡บ๐Ÿ‡ธUnited States charles belov San Francisco, CA, US
  • ๐Ÿ‡ฉ๐Ÿ‡ชGermany yannickoo Berlin

    FYI I just created another issue to adjust Local tasks to allow editors faster editing of content โ€“ ๐Ÿ“Œ Improve UX for Local Tasks in Toolbar Active

  • ๐Ÿ‡ฎ๐Ÿ‡ณIndia vasantha deepika Coimbatore

    vasantha deepika โ†’ made their first commit to this issueโ€™s fork.

  • Pipeline finished with Failed
    7 months ago
    Total: 424s
    #377776
  • ๐Ÿ‡ฎ๐Ÿ‡ณIndia vasantha deepika Coimbatore

    Replace "Local Tasks" with "Quick Links" to make navigation more intuitive and user-friendly for non-technical users as well. Raised an MR #108

  • ๐Ÿ‡บ๐Ÿ‡ธUnited States charles belov San Francisco, CA, US

    Thank you for that suggestion. However, as with "Local Tasks," "Quick Links" does not imply it relates to the currently-displayed node.

    What about "This Node"?

    Although "node" is also jargony.

    "This Page" if it's content?
    "This User" if it's a user page?

  • Hi @charles belov, I have thought to rename the display of 'Local tasks' to 'Contextual Tools', raised the MR as well for it.
    The reason for selecting this name is that it clearly conveys that the menu provides tools specifically related to the current context.
    Please review and share your opinion on it.

  • Pipeline finished with Failed
    7 months ago
    Total: 391s
    #384803
  • ๐Ÿ‡บ๐Ÿ‡ธUnited States charles belov San Francisco, CA, US

    @arijit acharya Thank you for your suggestion. Again, "Contextual" strikes me a jargony and not meaningful to the average content editor. The simpler, yet meaningful, language the better. I don't think of pages as being a "context", I think of it as being the current page. I don't think of users as being a context, I think of it as being a user.

    I'd really like to see something simple and straightforward like:

    This page
    This user

    I also don't think of the various actions available as "tools."

  • Status changed to Needs review 4 months ago
  • First commit to issue fork.
  • Pipeline finished with Success
    4 months ago
    Total: 893s
    #452706
  • ๐Ÿ‡ซ๐Ÿ‡ทFrance dydave

    Thanks a lot everyone for all the contributions!

    Created a new merge request at #15 as an attempt to implement the changes suggested in the issue summary and the previous exchanges.

    See resulting screenshots:
    Node page: /node/NID

     

    User page: /user/UID

    I personally think this is a very good idea and should definitely make things clearer for less tech-savvy users.
    Therefore, I wouldn't be opposed to getting something like this included in the module, if this issue could get enough interest.

    Any comments, testing feedback or questions would be greatly appreciated.
    Thanks in advance!

  • ๐Ÿ‡ซ๐Ÿ‡ทFrance dydave
  • ๐Ÿ‡ฉ๐Ÿ‡ชGermany yannickoo Berlin

    Thanks for your effort @dydave! I had to think about this for a longer while and also asked other people what they could easily understand to navigate around easily.

    New suggestions that I really like and never saw in Drupal before:

    • Page Tools
    • Page Actions
    • Quick Actions
    • Actions
  • ๐Ÿ‡บ๐Ÿ‡ธUnited States charles belov San Francisco, CA, US

    I like Page Actions, as that most closely describes what the menu contains and will allow editors to accomplish. It says that the menu pertains to the current page and will allow you to do things with that page.

    Page Tools would be my second choice.

    "Quick Actions" and "Actions" don't work for me because it is not clear that they apply to the current page.

  • Status changed to RTBC 15 days ago
  • ๐Ÿ‡ฎ๐Ÿ‡ณIndia divyansh.gupta Jaipur

    Tested the patch and it works well. The label updates appropriately based on the type of page you're viewing and falls back to "Local Tasks" when needed. This is a nice improvement for usability and should make things clearer for non-technical users. Marking this RTBC.

  • ๐Ÿ‡บ๐Ÿ‡ธUnited States charles belov San Francisco, CA, US

    Tested the patch on simplytest.me, and I'm not seeing the local tasks menu.

    Steps:
    1. Go to https://simplytest.me/
    2. In the project name Field type admin
    3. Choose admin_toolbar from the auto suggest
    4. In the version drop down, choose 3.xโ€“Dev (I also tried 3.6.1, with the same result.)
    5. Click advanced options
    6. Leave Drupal core at 11.2.1
    7. In the patch field, paste https://git.drupalcode.org/project/admin_toolbar/-/merge_requests/127.patch
    8. Click Launch Sandbox
    9. Copy log before it redirects to the site
    10. Locate 127.patch in the log

    Expected and actual results:

    6876a2366cd631d7cc96a161# /bin/sh -c cd stm && composer patch-add drupal/admin_toolbar "STM patch 127.patch" "https://git.drupalcode.org/project/admin_toolbar/-/merge_requests/127.patch" --no-update
    Gathering patches from patch file.
    The patch was successfully added.

    11. Log into the site as admin

    Expected result: I am on the admin user page /user/1. I see the following menus, not necessarily in this sequence:

    • Manage
    • This User
    • Shortcuts
    • admin
    • Announcements

    Actual result: I am on the admin user page /user/1. I see the following menus:

    • Manage
    • Shortcuts
    • admin
    • Announcements
    • Edit

    12. Go to /admin/config/user-interface/admin-toolbar

    Expected and actual result: I see the default options for the admin toolbar module, indicating to me that the admin toolbar module is active.

    13. Create a new basic page (Content, Add content, Basic page, type "test" in title field, Save)

    Expected result: /node/1 has the following menu items:

    • Manage
    • This Content
    • Shortcuts
    • admin
    • Announcements

    Actual result: /node/1 has the following menu items:

    • Manage
    • Shortcuts
    • admin
    • Announcements
    • Edit

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