Prep Time:
30 min
Time to run:
1-3 hours

Jobs to be done worksheet template

Your team can drill down to the job you want to accomplish

Courtesy of our friends at

Use this template to help you extract core jobs that need to be done out of a list of tasks.

From your list of tasks, you can cluster jobs and figure out the steps you need to take to accomplish your objectives.

The jobs to be done template helps you:

  • Brainstorm and gather all your tasks into a single place
  • Cluster tasks based on themes or similarities
  • Consolidate groups of tasks into core jobs to be done
  • Prioritize jobs and get aligned with your team

How to use the jobs to be done template

To use Mural’s jobs to be done template with your team, follow the steps outlined below.

1. Brainstorm jobs and tasks you want to accomplish

There are four parts to getting aligned on the jobs you’ll work on together:

  • Bring your team together to brainstorm and list all the jobs and tasks you’re working on. Be sure to include a diverse array of stakeholders so that you can avoid any blind spots.
  • Group the tasks and ideas into themes using affinity clustering.
  • Take a vote on the core job(s) to be done — this will help you refine your approach and make sure you’re aligned on what is most important.
  • Consolidate your core job(s) to be done

2. Assign jobs to executors

Once you've completed the brainstorming portion of your session, use the ‘Job Executor’ section to identify primary, secondary, and tertiary stakeholders, as well as create a proto-persona of the job executor.

3. Map the stages for each job

Next, it's time to use the ‘Job Map’ section to define the stages for each job — customize to your needs or to fit the usual developmental steps for your team, including sections for research and desired outcomes.

4. Prioritize your jobs to be done

Finally, use the ‘Prioritization’ section to determine the order of priority for each job and get aligned on next steps with your team.

Tips for running a jobs to be done exercise

To get the most out of the Mural jobs to be done template with your team, you should:

  • Make sure to include a variety of stakeholders so that you get a complete picture of all the tasks and jobs you’re working on
  • Use color coding to group ideas together and Mural’s anonymous voting feature to determine how best to move forward
  • Track the progress of your jobs across each stage of development so that you’ll have a single source of truth for your project

How to create a Jobs to be done worksheet template

Capture, organize, and prioritize your tasks into jobs to be done

Mural makes it easy to brainstorm and plan actionable next steps with your team, from concept to creation.
Sticky notes & text

Sticky notes & text

Add ideas, action items, and more as a sticky note or text box — then change the colors and cluster to identify patterns and new solutions.

Anonymous voting

Anonymous voting

Gain consensus and reach alignment quickly, either in real time or asynchronously.

Outline navigation & instructions

Outline navigation & instructions

Structure your mural for easy navigation, then add activity instructions for collaborators.

Tags on sticky notes

Tags on sticky notes

Customizable labels make it easy to find, organize, and categorize your work in a mural.

Real-time collaboration

Real-time collaboration

Add more productivity and engagement to meetings and calls with features to guide collaboration.



Add comments and tag collaborators for smooth asynchronous communication.

Jobs to be done worksheet template frequently asked questions

What is an example of a job to be done?

How do you write a job story?

Why is it important to organize tasks into jobs to be done?

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