Reference texts are evolving into Case Studies to help you present your organisation’s experience in a more structured and engaging way.

Case Studies help you showcase completed projects by describing the customer's challenge, your solution, and the value delivered. They are designed to make it easier to present your company's experience to prospects, customers, and colleagues.

To use Case Studies, you need the Manager role.

What are Case Studies?

Case Studies let you document the outcome of a project in a structured and reusable format. They can be used to describe a customer's challenge, the solution your organisation delivered, and the results achieved.

Each Case Study is connected to a specific project and can be managed individually. Over time, the feature will become more integrated with project data, making it easier to build comprehensive project presentations using both written content and associated project information.

Note: This image shows a prototype. The final user interface may differ before release.

Note: This image shows a prototype. The final user interface may differ before release.

Create a Case Study

To create a new Case Study:

Go to the project you want to document.
Open the Case Studies tab.
Click + Add Case.
Complete the following fields in the side drawer:
- Title – A short, descriptive title.
- Subtitle
- Description
- Members – Credit the people involved in the work by selecting members connected to the project.
- Reference persons and contacts – Select one or more reference persons and contacts.
- Images – Upload images, add captions, and reorder them. The first image becomes the cover on Case Study cards.
- Language – Select the language of the content. You can create multiple versions of the same Case Study in different languages.
- Text – Describe the project, including the customer's challenge, your solution, and the outcome.
Save the Case Study.

To create additional Case Studies for the same project, click the + button.

Note: This image shows a prototype. The final user interface may differ before release.

View all Case Studies

You can access all Case Studies across your organisation from:

Projects → Case Studies

This view provides a central overview of every Case Study, displayed in a card grid. From here you can:

Browse all Case Studies.
Search by free text or filter by customer, project, customer tags, or custom fields.
Open the related project.
Manage existing Case Studies.

Find projects with Case Studies

To find projects that already contain Case Studies:

Go to Projects → List.
Open the Filter panel.
Filter for projects that have Case Studies.

This makes it easy to identify projects with reusable customer references.

Looking ahead

As the feature evolves, Case Studies will become a more integrated part of project packaging. Instead of relying solely on manually written text, they will be able to incorporate project information, custom fields, and other related data to create richer, more consistent project presentations for proposals, customer meetings, and other business material.