Free Jobs to Be Done (JTBD) Framework Templates

Imagine building a product and expecting it to be a mega-hit, but it fails to impress your customers. 😲This is likely because it doesn’t address the needs of your target audience. 🤦

This scenario typically occurs when you create a product without clarifying what customers look for. That’s why you need to follow the jobs-to-be-done (JTBD) framework to identify customer needs and desires.

But, building the JTBD framework from the ground up is daunting. That’s why we’ve rounded up the best Jobs-to-be-done templates to rescue you!

Stay with us as we discuss some of the most useful and free JTBD templates. By the end of the blog, you might decide to download a few (or all of them!).

Free Must-Have Jobs To Be Done Templates

What Are Jobs To Be Done Templates?

Jobs-to-be-done templates are strategic frameworks that help entrepreneurs, product managers, and marketing teams understand why customers purchase a product.

JTBD templates capture and define specific customer needs (jobs they need to get done) through customer interviews and market research. The intel gathered helps you build products that achieve desired outcomes and drive customer experience.

What Makes a Good Jobs To Be Done Template?

From a product management POV, a jobs-to-be-done template is a critical tool in the product development process that clarifies customer needs and goals, helping you create a product that achieves product-market fit.

Here’s what a good JTBD framework template includes:

Clear JTBD statement/ demand creation: A concise description or list of what the customer (job executor) is trying to accomplish. These job stories can help you capture customers’ goals instead of guessing their requirements
Contextual information: This aspect covers extra details about the ‘job’ to be done from the customer’s perspective—when it occurs and how, its importance, progress on getting the customer’s job done, customer motivations and roadblocks, pain points, etc.
Functional aspects: This helps you understand the practical and tangible benefits customers want to achieve through the core job. Let’s say your ideal customer wants to build reports, spending no more than 30 minutes. Here, a crucial functional aspect would be to create software that automates data collection and report generation
Emotional aspects: The template should have a section to analyze the emotions that motivate customers to do the specific job. Considering the above example, the emotional aspect helps you ensure that the generated reports are aesthetic, professional, and ready for presentations so customers can confidently share them with stakeholders and use them for decision-making
Social dimensions: This aspect of the JTBD template considers how the customer jobs impact the customer’s relationships and how the customer wants to be perceived by others. Based on the above example, you can create software that generates error-free and easy-to-understand reports that strengthen the customer’s professional standing and relationships
Segmentation: The template should help differentiate multiple buyer personas and customer segments so you can tailor product features and marketing strategies that enhance customer experience
Alternative new solutions: This aspect of the jobs-to-be-done template covers new solutions that customers have tried or current solutions they use to get specific jobs done
Success criteria: A JTBD template must have a list of criteria that marks the successful completion of the core functional job of a product

💡Pro Tip: Pair up JTBD templates with a job map to better understand the core functional job. A job map breaks down the core job into distinct steps that the customer follows to get the job done.

Now that you know the elements of a good JTBD template, let’s discuss some of the most effective and free jobs-to-be-done templates. 👇

Free Jobs To Be Done Templates

1. ClickUp Product Roadmap Template

Product roadmaps paired with jobs-to-be-done framework templates can boost product adoption. And ClickUp’s Product Roadmap Template is just what you need to create a solid product roadmap based on your mental model.

This template helps you envision the strategic plan, and product initiatives. It provides visibility into the direction and feature commitments and allows you to track your execution. Using the Product Roadmap Template by ClickUp, you can:

Get a complete picture of the product development lifecycle and timeline
Break down tasks into smaller tasks
Assign resources to tasks
Prioritize tasks and track progress
Identify potential risks and opportunities
Align stakeholders around goals and product progress

Plus, this template enables you to share roadmaps, convey weekly updates to stakeholders, and publish release notes.

Download This Template

2. ClickUp Product Development Roadmap Whiteboard Template

Visualize your product’s short and long-term goals with ClickUp’s Product Development Roadmap Whiteboard Template

If you still use sticky notes to write down your ideas, this jobs-to-be-done template is for you. ClickUp’s Product Development Roadmap Whiteboard Template is what you need to plan your product development.

This jobs-to-be-done template complements the JTBD theory and helps you build an outcome-based product roadmap. It enables you to visualize your product’s short and long-term goals. You can track these goals, priorities, and progress using this template.

This whiteboard template helps you:

Plan the steps of your product development process
Set your project manager goals and objectives for product launches
Align teams around the most critical success factors for shared understanding
Track task progress and identify potential roadblocks
Spot cross-team dependencies
Keep team members on the same page to ensure everyone’s focused on one goal

To use this template, follow these steps:👇

Brainstorm ideas and stay connected with your team using ClickUp Docs
Create milestones using ClickUp Milestones so you can measure progress
Use the whiteboard template to design your roadmap with tasks, milestones, timelines, and other info. Use ClickUp’s Board View for visual representation
Once done, monitor the goals, timelines, and update as changes happen

Download This Template

3. ClickUp Product Requirements Template

ClickUp’s Product Requirements Template works great when implementing the JTBD method for products with multiple features. You can set descriptions and custom statuses like On Hold, Needs Review, Pending, and even set the release month for each feature. Plus, you can create custom fields and switch between doc, list, and board views to see product requirements.

This template works with ClickUp Time Tracking, Priorities, Milestones, and Dependency Warning. The best part? It has version control, so you can track your decisions and revert to earlier versions if needed.

Download This Template

4. ClickUp Getting Things Done Template

If you’re trying to structure your product development process, this jobs-to-be-done template is for you. ClickUp’s Getting Things Done Template, based on David Allen’s GTD system, helps you organize projects and tasks by breaking them into actionable items. Here’s what you can do with this jobs-to-be-done template to drive innovation:

Use the Board view to visualize the workflow from Next Actions to Waiting For, mirroring the J2B progression of identifying the job, finding a solution, and implementing it
The Calendar view helps schedule the JTBD research tasks according to your project timeline, while the Docs view facilitates seamless collaboration and knowledge sharing, crucial for effective job completion
The template’s pre-saved Lists streamline the GTD process, ensuring tasks are organized and prioritized according to their relevance in your JTBD research process

Download This Template

5. ClickUp Getting Things Done (Simple List) Template

If you’ve ever used a GTD app, you’ll know how they help organize and track all your to-dos. ClickUp’s Getting Things Done (Simple List) Template is similar. It’s a beginner-friendly productivity tool for organizing and managing your tasks in one place.

When working with a job-to-be-done approach, this template lets you create your user research tasks and track them using custom statuses such as to-do, in progress, on hold, complete, and canceled. You can set task priorities and add dues so you don’t miss your deadlines.

Moreover, you can view your tasks in a Simple List View and Doc View to collaborate with your team, and Kanban Board View to track each task’s progress in real time.

Download This Template

6. ClickUp Project Deliverables Template

ClickUp’s Project Deliverables Template automatically creates JTBD project deliverables based on your overarching goals. It has dedicated spaces for you to add project information, development stages, and costs.

This template helps you understand and track the deliverables over the course of your JTBD mapping process, their due dates, and who’s responsible for completing them. In short, this jobs-to-be-done template keeps your project on track. You can use this template to:

Define project phases and milestones
Keep the project tasks, such as user interviews and follow-up sessions, on track and within budget
Assign roles, responsibilities, and tasks to team members
Keep all stakeholders and decision-makers aligned throughout the project lifecycle

Download This Template

7. ClickUp Product Launch Checklist Template

Ready to launch your product? ClickUp’s Product Launch Checklist Template is the perfect tool to help you line up your resources, tasks, teams, and timelines. This jobs-to-be-done template helps implement the JTBD framework for your product launch and checks if the particular product release or feature launch addresses the customers’ concerns, resulting in better user experiences.

You can use this template to:

Create a timeline for the product launch
Organize product launch-related tasks, such as bug fixes or improving features based on user interviews
Track how the tasks are making progress in real time
Reduce the risk of delays and potential issues

Like product management tools help you build the perfect products, this jobs-to-be-done template makes product launch less complicated. Here’s how to use it;

Create a timeline using ClickUp Gantt Charts
Gather your team—designers, developers, marketers, and more. Assign them tasks using ClickUp Kanban boards
Set your JTBD goals for launch using ClickUp Goals and align your team
Create a checklist using the Product Launch Checklist Template in ClickUp so you don’t miss out on any step
Lastly, use ClickUp Automations to receive task completion and due date alerts

Download This Template

8. ClickUp Getting Things Done (GTD) Framework Template

ClickUp’s Getting Things Done Framework Template is your gateway to the high-productivity world. 🔓

This folder-level JTBD template has many functionalities yet is super easy to use. It offers four lists to view your jobs to be done:

Ideas: A space to store all your ideas and potential tasks for later use
To Do: A list of defined tasks with priorities and dependencies
Calendar: A scheduled task list with a Calendar view of activities
Projects: A list of upcoming tasks

You can find the master task list view at the folder level to see all tasks from previous weeks, no matter which list they belong to. This JTBD template includes a GTD flowchart in the Whiteboard view.

It helps you get a bird’s eye view of all your JTBD to-do items and processes within ClickUp. The flowchart also offers different actions and questions you can ask yourself about each task. Plus, you can tailor it to fit your workflows.

Download This Template

Get Things Done with ClickUp’s Jobs To Be Done Templates!

Implementing JTBD templates helps you understand what your customers truly want, so your innovation is outcome-driven, sticky, and drives loyalty. JTBD templates give you deep insights into the unmet needs, motivations, and challenges of your customers.

By identifying the ‘jobs’ your customer wants to get done using your product, you can design products that perfectly fit their story. However, building the JTBD framework from scratch can take hours, leaving little time to focus on the real things that demand attention. Using ClickUp’s GTD and product development templates, you can create a solid outcome-based product development plan.

Plus, ClickUp’s other features, such as Task Management, Automation, and Docs, help you collaborate and speed up product development.

Everything you need to stay organized and get work done.

Contact Sales

Templates

Free Must-Have Jobs To Be Done (JTBD) Framework Templates

Start using ClickUp today

What Are Jobs To Be Done Templates?

What Makes a Good Jobs To Be Done Template?