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Jobs to Be Done Template
The Jobs to Be Done (JTBD) method helps you to deeply understand customer needs by focusing on the tasks that customers want to accomplish with a product or service.
With Collaboard's interactive template, you can systematically capture and analyze these tasks – ideal for product development, marketing strategies, and innovation processes.








About the Jobs to Be Done template
The JTBD template in Collaboard guides you through the following steps :
- Identify the customer's job : What does the customer want to achieve ?
- Identifying obstacles : What barriers stand in the customer's way ?
- Analyze solution approaches : Which products or services does the customer "hire" to get the job done ?
- Define success criteria : How will the customer know that the job has been successfully completed ?
This structured approach makes it possible to precisely identify customer needs and develop solutions based on them.

Jobs to Be Done templates in Collaboard
Over 2 million people trust Collaboard and use the online whiteboard and over 150 templates.

Why is a Jobs to Be Done template important?
The application of the JTBD method offers several advantages :
- Strengthen customer focus : Understand the true motivations behind purchasing decisions .
- Identifying innovation potential : Identify unmet customer needs as a basis for new products or services .
- Optimize your marketing strategies : Communicate the benefits of your offer clearly and in a targeted manner.
How to use the Jobs to Be Done template in Collaboard
- Select a template : Open Collaboard and select the Jobs to Be Done template .
- Conduct customer interviews : Collect qualitative data about your customers' goals and challenges .
- Structuring information : Enter the collected findings into the relevant sections of the template .
- Promote teamwork : Work together with your team on the analysis and interpretation of the data .
- Derive measures : Develop concrete product or marketing strategies based on the findings .
Collaboard supports you with features such as real-time collaboration, comments, and visual tools to make the process effective.
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Jobs to Be Done Template: Frequently Asked Questions and Answers
Any questions? We are here to help.
The method aims to understand the true needs and motivations of customers by focusing on the tasks they want to accomplish with a product or service.
The template is suited for product managers, marketing teams, UX designers, and innovation managers who want to develop customer-centric solutions.
The analysis should consider both functional and emotional aspects of customer needs to ensure a comprehensive understanding.
Yes, in Collaboard you can flexibly adjust colors, text, and structures to meet the specific requirements of your team.
The Jobs to Be Done template is available for free in Collaboard.
Yes, Collaboard provides an integrated step-by-step guide that helps you carry out the method efficiently.
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