# User Story and Acceptance Criteria Template Source: https://nerix.ai/templates/user-story-sheet Write a user story with clear acceptance criteria so the team knows when it is done. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/user-story-sheet) ### User story: Download an invoice as PDF **Project:** Customer portal **ID:** PORT-142 **Written by:** Sofia Rossi, Product Owner **Priority:** Priority ## The story As a **customer with an account**, I want to **download any past invoice as a PDF**, so that **I can send it to my accountant without asking support**. ## Acceptance criteria The story is accepted when all of these are true. | Given | When | Then | | I am signed in and open Invoices | I choose Download | A PDF opens within 3 seconds | | I am not the account owner | I open Invoices | I only see invoices for my own orders | ## Edge cases Invoice not yet issued Very long customer name Slow connection ## Out of scope Sending the invoice by email; bulk download ## Design and notes See the design file for the Invoices page. Use the standard download icon. ## Definition of done Code reviewed, tests pass, works on the supported browsers, help text updated, product owner accepted Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. IT and projects ## What this template is for A user story sheet with acceptance criteria: who wants what and why, the rules, edge cases, what is out of scope and when it is done. Fill in online. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all IT and projects templates](https://nerix.ai/templates/it-projects) IT and projects ## What you fill in The form asks for 13 details. The document fills itself in as you type. - ### Project or product For example: Customer portal - ### Story ID For example: PORT-142 - ### Story title For example: Download an invoice as PDF - ### Written by For example: Sofia Rossi, Product Owner - ### Priority - ### As a (who) The kind of user. For example: customer with an account - ### I want to (what) One action. For example: download any past invoice as a PDF - ### So that (why) The value. For example: I can send it to my accountant without asking support - ### Acceptance criteria One row for each rule. Each one must be testable. For example: I am signed in and open Invoices | I choose Download | A PDF opens within 3 seconds I am not the account owner | I open Invoices | I only see invoices for my own orders - ### Edge cases optional For example: Invoice not yet issued Very long customer name Slow connection - ### Out of scope optional For example: Sending the invoice by email; bulk download - ### Design and notes optional Links, designs, questions. For example: See the design file for the Invoices page. Use the standard download icon. - ### Definition of done optional For example: Code reviewed, tests pass, works on the supported browsers, help text updated, product owner accepted IT and projects ## What is inside The parts of this document, in order. - 1 The story - 2 Acceptance criteria - 3 Edge cases - 4 Out of scope - 5 Design and notes - 6 Definition of done Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=user-story-sheet) ### Was this template helpful? IT and projects ## Questions people ask ### What details does this template ask for? The form asks for 13 details, starting with Project or product, Story ID, Story title, Written by, Priority. 4 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### Are these IT and project templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Does a security policy make us secure? No document does that alone. A policy helps when it matches what people really do, so keep it short, explain it to your team and review it every year. ### Is a project charter only for large projects? No. A small project benefits too, because one page that names the goal, the limits and the decision maker prevents most arguments later. Templates ## More in IT and projects - [API integration specification Specify how two systems connect: what data moves, how it is secured, how errors are handled and who owns it. IT and projects](https://nerix.ai/templates/api-integration-specification) - [Architecture decision record Record a technical decision with its context, options, reasons and consequences, for the team to find later. IT and projects](https://nerix.ai/templates/architecture-decision-record) - [Bring your own device policy Set the rules for using personal phones and laptops for work: security, privacy, support and leaving. 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IT and projects](https://nerix.ai/templates/change-request) [See all IT and projects templates](https://nerix.ai/templates/it-projects) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Long tasks](https://nerix.ai/product/tasks) - [Long documents](https://nerix.ai/product/long-documents) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [IT and projects](https://nerix.ai/templates/it-projects)