How to Use ClickUp for Jobs to Be Done Templates

ClickUp gives product, marketing, and UX teams a practical way to turn Jobs to Be Done (JTBD) theory into a simple, repeatable workflow. This step-by-step guide shows you exactly how to use templates inspired by the ClickUp JTBD framework article to capture customer needs, write job stories, and connect them to your backlog and roadmap.

We will walk through setting up your workspace, creating reusable templates, and using them to prioritize higher-impact product decisions.

Step 1: Understand the Jobs to Be Done model in ClickUp

Before building anything in ClickUp, you need a clear view of what the JTBD framework captures. The source article at ClickUp JTBD templates guide describes three core parts of a job:

• Job performer: The person trying to make progress (your user or customer).
• Job to be done: The progress they want to make in a specific situation.
• Desired outcomes: How they measure success when the job is complete.

JTBD job stories usually follow a pattern such as:

• When I am in a situation…
• I want to complete a task…
• So I can reach a desired outcome.

You will mirror this structure inside ClickUp so that every task, document, or list captures the same information in a consistent format.

Step 2: Create a Jobs to Be Done space in ClickUp

Next, set up a dedicated place in ClickUp to manage all your jobs, outcomes, and related work. This keeps research, ideas, and implementation tightly linked.

1. Create a new Space
   Name it something like Jobs to Be Done or Customer Jobs. This will act as your central hub.

2. Add key folders
   Inside the Space, create folders to mirror how you organize product work, for example:

   • Core product jobs
   • Onboarding jobs
   • Retention and engagement jobs
   • Research and interviews

3. Define sharing rules
   Give your product, research, design, and marketing teams access so everyone can collaborate in real time inside ClickUp instead of scattered documents.

Step 3: Build a ClickUp Doc template for JTBD interviews

Customer interviews are the raw material for your Jobs to Be Done analysis. A structured Doc template in ClickUp helps you capture every conversation consistently.

1. Create a new Doc in your JTBD Space or in a relevant folder.

2. Add sections for each interview, such as:

   • Participant details and context
   • Current workflow and tools
   • Struggles and constraints
   • Desired outcomes and success metrics
   • Quotes and stories

3. Save the Doc as a template so your entire team can reuse the format. In ClickUp, you can turn any Doc into a template and quickly spin up new copies before each interview.

4. Link Docs to tasks representing jobs. After interviews, attach each Doc to the relevant JTBD task so you always have primary evidence tied to the job.

Step 4: Create a ClickUp List template for Jobs to Be Done

Jobs themselves should live as structured, trackable items in ClickUp. The simplest way to do this is with a List template that holds every job as a task.

1. Create a List in your JTBD Space named something like Active Jobs or Customer Jobs Backlog.

2. Add custom fields to the List to capture key JTBD elements, for example:

   • Job story (short text)
   • Job performer / persona (dropdown)
   • Situation or context (text)
   • Desired outcome (long text)
   • Functional job type (dropdown; e.g., discover, decide, execute)
   • Emotional or social drivers (text)
   • Impact score (number)
   • Confidence score (number)

3. Define task statuses that match your research and product process, such as:

   • Captured
   • Research in progress
   • Validated
   • Prioritized
   • In development
   • Launched

4. Save the List as a template in ClickUp so every new product or team can spin up the same JTBD workflow with one click.

Step 5: Write clear job stories in ClickUp tasks

Now you can convert research into actionable jobs. Each job becomes a ClickUp task inside your JTBD List template.

1. Create a new task for each distinct job.

2. Use the job story format in the task title or description:

   • When… describe the triggering situation.
   • I want to… describe the progress the user wants to make.
   • So I can… describe the desired outcome and why it matters.

3. Fill out custom fields created in ClickUp so you can later sort, group, and filter jobs by persona, impact, or context.

4. Attach supporting materials such as interview Docs, screenshots, or research findings so every ClickUp task has rich context.

Step 6: Connect ClickUp JTBD jobs to your backlog

The power of this system comes when you tie customer jobs directly to work items like epics, features, and experiments. ClickUp makes those relationships visible.

1. Use task relationships
   For each job task, link related feature tasks or epics using relationships such as blocks, is blocked by, or relates to.

2. Create views by impact
   In your JTBD List, add a view in ClickUp that groups tasks by impact score or persona. This helps your team pick the highest-leverage jobs to solve next.

3. Mirror jobs across Spaces
   If multiple teams work on the same jobs, you can surface those JTBD tasks into different Lists or views while maintaining a single source of truth.

Step 7: Use ClickUp views to prioritize Jobs to Be Done

ClickUp offers powerful views that make it easier to discuss and prioritize jobs with stakeholders.

• List view: Sort and filter by impact, confidence, or persona to build a ranked backlog of customer jobs.
• Board view: Visualize jobs by status (Captured, Validated, In development) for standups and planning meetings.
• Table view: Compare jobs side by side using numeric fields like impact and effort.
• Calendar or Timeline view: Map when you plan to address each job and coordinate releases.

Because every job lives as a structured task inside ClickUp, any view automatically becomes a different lens on the same underlying data.

Step 8: Turn ClickUp JTBD insights into roadmaps

Once you know which jobs matter most, you can build roadmaps grounded in customer outcomes instead of feature wish lists.

1. Tag related features with the job IDs or names so you can trace roadmap items back to specific JTBD tasks in ClickUp.

2. Create a roadmap List grouped by quarter or release, and connect each roadmap item to at least one validated job.

3. Review progress by asking: which jobs have we fully addressed, partially addressed, or not yet touched?

Step 9: Improve your JTBD workflow with ClickUp Automations

Automations reduce manual admin work and keep your JTBD process consistent.

• Auto-assign owners when a job moves to research or development.
• Notify stakeholders when a high-impact job changes status.
• Update fields automatically when tasks move between lists or statuses, keeping your JTBD data clean.

Over time, refine your ClickUp templates and Automations as your team learns which JTBD signals best predict success.

Next steps and additional resources

To go deeper into the framework behind these workflows, study the original Jobs to Be Done templates article on ClickUp. It expands on interview questions, example job stories, and different template layouts you can recreate in your workspace.

If you want expert help designing a complete product discovery and JTBD system around ClickUp, consult specialists like Consultevo, who focus on process, automation, and tool optimization.

By combining clear JTBD structure with flexible ClickUp templates, your team can align around what customers truly need, choose better opportunities, and ship products that solve real jobs with measurable impact.

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If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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