Use the Jobs-to-be-Done Personas model
Preview personas built from jobs, then open Edit to set the primary job, circumstances, outcomes, and obstacles.
2 steps · About 2 minutes
Preview Jobs-to-be-Done Personas
Open Jobs-to-be-Done Personas 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 Personas
A saved Jobs-to-be-Done Personas model starts in Display. Choose Edit (pencil) to show the form. Change the Primary 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 persona fields are empty. Is this the same as Buyer personas?+
No. This is a strategy model on Models. Buyer personas are a separate Strategy item. Fill primary job, circumstances, outcomes, and obstacles here, then save.
If I fill Jobs-to-be-Done Personas 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 Personas for this client does not overwrite another client.
Does Edit also publish Jobs-to-be-Done Personas 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 Personas 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.