Using Monday.com for Jobs-to-Be-Done (JTBD)
Highly visual and intuitive interface with color-coded boards — one of the easiest PM tools for non-technical teams to adopt. When combined with Jobs-to-Be-Done (JTBD), this makes Monday.com a strong candidate for teams who want a structured, repeatable workflow without sacrificing flexibility. Jobs-to-Be-Done (JTBD) works best in Monday.com when you leverage its core workflow features to implement the framework's key practices directly in the tool your team already lives in.
JTBD frames product decisions around the functional, emotional, and social "jobs" customers hire a product to accomplish. Discovery focuses on the job, not the demographic.
How to set up Jobs-to-Be-Done (JTBD) in Monday.com
Create a JTBD research repository
Create a project in Monday.com named "JTBD Research". Each card represents one interview or research session. Use labels for: Job Executor, Job Category (Functional/Emotional/Social), and Outcome Importance (High/Medium). Custom fields work well here.
Define and map Job Stories
In Monday.com, create a dedicated space for Job Stories using the format: "When [situation], I want to [motivation], so I can [expected outcome]." These replace user stories in a JTBD workflow. Add a custom field for "Opportunity Score" (importance − satisfaction rating from research).
Map outcomes to product features
On your Monday.com roadmap, link each initiative back to one or more Job Stories. Avoid shipping features that don't connect to a validated job. The roadmap should be readable as a list of jobs you're making easier, not a list of features you're adding.
Create a competition map
In Monday.com, create a simple table or board representing the jobs your product handles and the competing solutions (including non-consumption and workarounds). Use fields for: Competing Solution, How Well It Serves the Job (1–5), and Our Opportunity Score.
Which Monday.com features matter for Jobs-to-Be-Done (JTBD)
Monday.com has 0 of 2 core Jobs-to-Be-Done (JTBD) features natively.