Use the Jobs-to-be-Done proposition model
Preview the job story, then open Edit to set the job, desired outcome, and circumstance.
2 steps · About 2 minutes
Preview Jobs-to-be-Done
Open Jobs-to-be-Done from Models. A saved version starts in Display: the read-only canvas, not the form. Anyone with strategy read can view it. This is the same published view chat preview uses. You cannot save here u2014 choose Edit (pencil) to change fields.
Edit Jobs-to-be-Done
A saved Jobs-to-be-Done model starts in Display. Choose Edit (pencil) to show the form. Change the Job field (or any other), then use Save if you have strategy update. Save writes a new draft version. Publish is a separate job u2014 see Save and publish a strategy model.
FAQ
The job fields are empty. What is the minimum?+
Write the circumstance, the job, and the desired outcome. That is enough to save a first version. Display stays empty until those fields have text.
If I fill Jobs-to-be-Done here, does it change other workspaces?+
No. The agency picks which frameworks exist (Settings u2192 Agency u2192 Marketing models). Each workspace saves its own versions. Filling Jobs-to-be-Done for this client does not overwrite another client.
Does Edit also publish Jobs-to-be-Done for chat?+
No. Edit then Save writes a draft version. Chat preview and @mentions of strategy models use a published version. See Save and publish a strategy model. Revert a strategy model version and Use the strategy model assistant are separate jobs on the same page.
I can preview Jobs-to-be-Done but I cannot save. Why?+
Viewing needs strategy read. Save, publish, unpublish, and revert need strategy update. Ask an admin. The assistant on the right can draft a change; applying it also needs strategy update.