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What Is a Case Study?

When you’re performing research as part of your job or for a school assignment, you’ll probably come across case studies that help you to learn more about the topic at hand. But what is a case study and why are they helpful? Read on to learn all about case studies.

Deep Dive into a Topic

At face value, a case study is a deep dive into a topic. Case studies can be found in many fields, particularly across the social sciences and medicine. When you conduct a case study, you create a body of research based on an inquiry and related data from analysis of a group, individual or controlled research environment.

As a researcher, you can benefit from the analysis of case studies similar to inquiries you’re currently studying. Researchers often rely on case studies to answer questions that basic information and standard diagnostics cannot address.

Study a Pattern

One of the main objectives of a case study is to find a pattern that answers whatever the initial inquiry seeks to find. This might be a question about why college students are prone to certain eating habits or what mental health problems afflict house fire survivors. The researcher then collects data, either through observation or data research, and starts connecting the dots to find underlying behaviors or impacts of the sample group’s behavior.

Gather Evidence

During the study period, the researcher gathers evidence to back the observed patterns and future claims that’ll be derived from the data. Since case studies are usually presented in the professional environment, it’s not enough to simply have a theory and observational notes to back up a claim. Instead, the researcher must provide evidence to support the body of study and the resulting conclusions.

Present Findings

As the study progresses, the researcher develops a solid case to present to peers or a governing body. Case study presentation is important because it legitimizes the body of research and opens the findings to a broader analysis that may end up drawing a conclusion that’s more true to the data than what one or two researchers might establish. The presentation might be formal or casual, depending on the case study itself.

Draw Conclusions

Once the body of research is established, it’s time to draw conclusions from the case study. As with all social sciences studies, conclusions from one researcher shouldn’t necessarily be taken as gospel, but they’re helpful for advancing the body of knowledge in a given field. For that purpose, they’re an invaluable way of gathering new material and presenting ideas that others in the field can learn from and expand upon.


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6 Real Life Project Management Examples: How to Create a Project Plan

Timothy Meixner

Using basic project management examples as a guide is a great way to learn how to manage your own projects. In life and business, you’ll inevitably come across different projects. It could be something you need to plan and build in your home, or your boss may have just positioned you into the latest project team set to tackle a dreadful task that seems impossible. Some projects naturally succeed, but others require a more practical approach. If you’ve never managed a project before, this course is wonderful for beginners as it gives not only the theory, but practical applications where the techniques of project management are applied.

Your ultimate goal in any project is to stick to the budget, get the most value from the team as possible, and eliminate any waste and last-minute scrambling. It sounds like there is much to learn, but it can be very simple to apply a set of process steps to a project and follow them through. If you’re interested in this field for a career, check out this post to learn what a project manager does, day-in and day-out.

The steps to follow in successful project management are simple, and if you stick to them, you can apply them to any situation or task that needs to be organized. Despite this, many different schools of thought exist on the topic, plus many different versions of the process. In its simplest form, a project’s life cycle contains the following steps:

Last Updated October 2021

Learn everything about agile project management using Scrum, Kanban and OKR for modern agile work processes | By Timothy Meixner, Johannes Ruof

Perhaps the best way to understand this scope is with some examples to understand the steps and the logic behind how each phase in the process works.

Table of Contents

Example 1: building a shed, example 2: making cereal for breakfast, example 3: planning a meeting, example 4: create a black friday ad campaign, example 5: upgrading to a new phone, example 6: create and publish an online course, six project management examples, identify the project.

This includes the design of the shed, sourcing all the materials required for construction, and putting all of the various pieces together to get the finished shed.

We will have a finished garden shed.

Delineate the tasks

There are going to be certain tasks that depend on others. You’re going to need to:

In this example, it’s obvious that you won’t be able to start fitting the walls until the floor is in place or start work on the roof until your walls have been raised.

Identify the players

These are the people on your team who will help. In this instance, it could be your neighbors, family, or your friends. You’ll need to lead them and give them direction on the tasks you want them to do. One project risk is bad weather, and another is the hardware store not having certain items or being closed altogether.

For a project like this that is relatively simple, the timeline depends on how large your team is. With 10 people working on a garden shed, it could be finished in a matter of hours, but doing it alone may take 2-3 weekends.

Look back and decide on what worked and what didn’t, perhaps a particular type of paint wasn’t the best choice, or a nail gun would have been more effective than a hammer. Make a note of it for next time, and ensure you have the right supplies for the job. 

This project is simply making cereal for breakfast, including sourcing the cereal and milk, a bowl, and a spoon.

You’re no longer hungry, and you’re ready to start the day.

If you were starting this project from scratch, you would have a much better picture of the actual timeline of events that need to occur for you to have breakfast. The tasks would be as follows:

The tasks in a project often have strong dependencies. For something simple like making cereal, it is easy to spot them. You can’t pour milk into the bowl if you have not purchased it from the store. For larger projects, these can often be harder to spot, which is why you have to spend the time mapping out each part of the process and building a timeline. It doesn’t matter what you are planning; using these fundamentals, you’ll find that every project has a similar process to follow.

For eating breakfast, it is probably just yourself, unless you have a son or a daughter who helps out in the morning. Risks include not having one of the supplies, or realizing that the milk has expired.

For breakfast, the timeline is immediate.

You may decide to use less honey tomorrow or add something new like fruit to your cereal for added vitamins (and taste).

You’ll need to talk to the stakeholders and find out what they want the meeting to cover. If it’s a recurring meeting, is there anything that was done wrong that you can improve, or best practices they would like to see in your meeting? Find out what the person who assigned you the meeting wants out of it and if there is a budget for the event. Also learn when and where the meeting is being held, how long it will be, and what needs to be prepared by the attendees. The more information you can put together, the better.

People sitting around a large desk in a conference room

A successfully run meeting that meets all of the stakeholder’s objectives within the budget and time constraints.

Depending on what is required by the key stakeholders, this could be as follows:

This is a very basic outline of the tasks that come from planning a large meeting. If you are actually implementing this example, your project team will need to expand on each point. There are many dependencies as you progress down the list. Organizing the room setup is impossible if you haven’t booked a room! Don’t forget to consider the time taken for certain steps. It may take a number of days to confirm all of the speakers, and they will also need time to prepare themselves and their presentations, so remember to build this into your timeline.

You may need to reach out to staff in other departments to make the project a success. Consider what help you need from them, and reach out for assistance. It may be as simple as an IT employee coming to connect the projector, or you may need specific help from administrative staff that requires sign-off from their direct manager. Think about how much time you’re asking of each team member, and contingencies if something goes wrong or they are not available.

Put thought into how the flow of the meeting will go, and ensure that all your preparation in the room is done beforehand. You don’t want to be running around finding a working microphone 2 minutes before you are due to start!

Look back over the project and see if you can spot any areas for improvement next time. Perhaps the speakers would have liked more notice to adequately prepare, or the lunch breaks were too short and didn’t give ample time for the staff to network and build relationships within the office. Learn what went wrong, and ensure you improve on the next project.

Creating your first Black Friday ad campaign. This includes deciding if you want to hire an agency, what products you’re going to sell and what channels you’re going to use.

Generating more revenue through higher sales and gathering data for future ad campaigns

Regardless of if the campaign is done in-house or by using an external agency, many tasks need to be delineated.

Identify the players 

Whether or not you’re doing the campaign yourself, there will be different people involved, such as the person in charge of the campaign (in this example, it would be the project manager). This person is either responsible for managing your own team or talking to the agency that you hired. Additionally, you will have people creating the ads (depending on the chosen channel, the format could be anything from a sponsored Instagram post to a TV commercial). Whenever there are people involved, communication is key. You need to make sure that everybody involved feels comfortable sharing their opinion.

Among other risks, the biggest one is that a lot of companies are running black Friday campaigns each year, and your campaign might get lost among those, so you need to make sure that the market and audience you are trying to reach is listening. Since Black Friday is a highly competitive time of the year, you must have the budget for running a campaign at that time, especially if you are using more traditional marketing channels such as TV or banner ads. The competition is going to be fierce. 

Another risk for this type of project is always the possibility of it being too successful, meaning that the demand outweighs the possible supply. You need to make sure that your ad campaigns always match your stock. Ad campaigns are complex projects that require a lot of management and attention. If you don’t think that you or any of your team members are capable of handling the responsibility, I suggest you hire an agency to make sure.  

Planning an ad campaign takes a long time. If you do it yourself, it will take a lot more time and work than it will if you hire someone to do it for you. If you must run the entire black Friday campaign yourself, then I suggest you start planning as early as August or even July. Especially if it is your first campaign because it will require a lot more research than an annual one.

If you choose to hire an agency, it will be necessary to reach out to them as early as possible since it is likely that most agencies are already booked for the time around Black Friday. Either way, the campaign needs to be planned, the budget, as well as the ads, need to be approved before anything goes live, and these things take time, so make sure to incorporate a buffer for when things don’t go as planned.

The great thing about digital advertising is that you get data in return that you can use to improve future campaigns. If you hire an agency, they will provide you with a detailed report and tell you what worked and what didn’t. When it comes to projects that are based on ad campaigns, it’s crucial to know that most advertising networks offer realtime data that shows you how well your ads convert.

Identify the project 

Different types of cell phones

Project management doesn’t need to be complex, and almost all of us have done project management without noticing. For instance, every time we change phones or buy a new computer, we act like a project manager that is trying to get the project “New Device” done successfully. So, in this example, we’ll have a look at how exactly buying a new phone would work from a manager’s perspective.

I’d like to have a new phone, but I want to be able to use all my data, contacts, and media on my new device just as it was on the old one.

The people responsible for successfully completing this project are you and the person selling you the new phone. If you order it online, it would be the company that sells the phone and the delivery driver.

The timeline depends on your current situation. If your old phone still works, it might not be necessary to switch today. Whereas if your phone constantly dies, you should upgrade immediately before you lose any of your data.


The great thing about these simple types of projects is that you notice quickly if they are a success or not. Because if you can’t access your data or the new phone doesn’t work, then the project failed. If all these things work, then you can congratulate yourself because you managed this project successfully. 

In this project, you will create an online course, from writing the script to recording video and putting all the content in a curriculum that makes sense. Creating a course is something that benefits from good project management.

Determine the outcome

A successful online course that sells very well.

Delineate the tasks 

If you were to create an online course, chances are that you already have a computer at hand and are somewhat capable of using it. So, I’ll skip these tasks and only delineate the necessary tasks for creating an online course. 

If you are going to produce the course entirely by yourself, you don’t necessarily need external help, but I can tell you from experience that it’s much easier if you have somebody to help you — especially if you decide to use the talking head format a lot. It is a lot less work if somebody else works the camera and teleprompter. However, it would still be necessary that you decide on one person to lead this project.

The timeline depends strongly on the course topic and the amount of material the finished course will cover. It also depends on how much time you have each week to work on your course. If you are going to do it as a hobby, it will take you a lot longer than if you would do it full time.

Once the course is published, you will need to promote it and listen to the feedback people taking your course give you. You need to read the reviews and messages you get, take them seriously, and try to improve your course based on them.

Project management is present in nearly every aspect of your life because it’s simply a set of processes you follow to complete a task. Hopefully, these project management examples helped you realize that. To run through it all in more detail, this course is fantastic, and gives a helicopter view of the three most popular agile project management frameworks so you can be sure to choose the one that fits your needs. 

Almost everything you do that has both a beginning and an end is a project, but you don’t need to sit down with a yellow legal pad and draw it all out. With simple projects, you can easily run through all of these steps in your head, and for the big jobs, perhaps it pays to make a few notes — just so you don’t forget anything. And for really complex projects, you can use project management software to plan the process.

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Project Management Case Study: Managing A 2-Week Project

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Recently, I experienced the challenge of having a short project, and I mean really short: a 2-week project.

A dramatic reenactment of that would look like this:

I’m called to action. There’s a new project and it’s got my name all over it. I’ve gotten the assignment and I’m ready to really dig into that SoW and prepare for kickoff.

My face shows focus and excitement. Funny… someone must have gotten the dates wrong; the project starts tomorrow and runs for only two weeks. That can’t be right. Is that right? Now my face shows confusion and fear. Messages go out via all known communication methods. Confirmation. It is right.


Project Details

We had been hired to create functional prototypes for a user testing engagement. There was a finite date for this testing and it was quickly approaching. The prototypes have to take into account about six different flows and countless use cases. Like the delivery date, the budget was also fixed and finite; we had to do some fancy number games to get the right team composition to ensure the success of the project.


So What Now?

Decisions need to be made around what stays and what goes from your normal project checklist. The team is quickly on boarded and the internal expectations are shaped around the unexpected and unyielding demands of a two-week project.

Project managers face all kinds of surprises, and each one comes with a special flavor all its own. They’re seasoned with “Stay in Scope and Budget”, “Produce the Deliverable” and “Unify the Team”.


On a normal project, these things are par for the course and something we are all trained to do using our charismatic PM ways. But this is no normal project. Condensing a full cadence of ceremonies and processes into a two week period is simply not going to happen without a magic wand.


I haven’t seen any of those in my office, but by all means, if you have one, use it.

Assuming, like me, that you are without magical resources, a real problem has been presented to you and you must find a solution—like, yesterday. The most helpful thing to do is start with a basic list of questions to help you navigate the best path to achieving the deliverable on such a short deadline.

2-Week Project Tips: How To Manage A Short Project

Here are the 5 questions I recommend starting with (and the answers as they pertained to my project):

1. Who comprises my team and are they armed with the tools and assets they need to at least begin work?

Given the parameters, we ended up with a team comprised of a Delivery Director, a Project Manager, an Architect and two offshore Developers. We were relying heavily on the provision of assets to base design on and this became a bit of a blocker at one point, resulting in the addition of another developer for a day or two.

2. What meetings are crucial (daily standups, demos, etc.) and what can be disregarded (retros, grooming, etc.)?

We decided that daily stand ups with the client and demos were the two essentials for a project this short. Namely because the key here is staying aligned and on time. Failing at one of those would jeopardize the success of the whole project.

3. Does your team and your client have a thorough understanding of what is being developed and delivered? Is there complete alignment?

Thanks to the meetings mentioned, our continued touchpoints ensure alignment through delivery.

4. What does the full timeline of this project look like? When are check-in points, QA, revisions…?

The timeline was established going into it but had to remain very flexible. There were quite a few last minute “let’s jump on a call” meetings to clarify issues and defects that arose during development.

5. Does this lead to another SOW that expands on this portion?

In our case, it doesn’t, but more similar work will be granted to us in the future as these prototypes are needed.

Answering these questions, as I did above, will give you a good starting point to guide the following weeks of work. Unfortunately, with a project this short, some of the typical discovery items you’d research during kickoff are going to be revealed along the way, parallel to development.


What Are The Disadvantages Of This Type Of Project?

Maybe disadvantage isn’t the right word, but you will definitely not have certain elements of projects that most DPM really enjoy.

What Are The Advantages Of This Type Of Project?

Believe it or not, there are some things that a short-lived project will teach you.


All things considered, It’ll be important not to look at this as simply two weeks. Even if you know for a fact that there is no further work after this project, you have to think of that as a temporary state. This is where your account planning comes in.

If you really deep dive into the account, do you see where your company can be instrumental in improving areas for your client? Do you have contacts that you can introduce to the key players in your departments for discussion on further growth? Building out this kind of account plan, can take what seems like an exercise in futility with a two week project and turn it into a long-standing client relationship.

In the end, you’re the digital project manager—whether you just started or you have earned so many designations that you have begun creating your own acronyms at the end of your name—and it is your job to deliver a successful project to your client. Is there really an optimal length of a project? Or do we simply have projects of various lengths all requiring our skills to mitigate risk and deliver per the agreement?

What Do You Think?

Have you ever done a 2-week project? What’s your experience managing projects on a tight timeframe? What have your experiences been with projects of various lengths?

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5 Real Project Management Examples for Your Team

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October 4, 2022

Max 13min read

Whether it’s a home or a business project, simple or complex by nature, the secret sauce to delivering successful projects is starting strong with the right strategy and execution plan .

You can do this (and do it well) with a go-getter mindset, proper project management approaches, and the right tools.

In this article, you’ll learn about the building blocks of project management, including the key success factors and phases, as well as how project management tools can keep them together. Then we’ll show you how it all works in practice with five real project management examples! 👌

The 4 Phases of the Project Management Life Cycle

Key factors for successful project management .

Managing projects from start to finish can come with long and complex processes . So, to help make everyone’s job easier, the concept of the project life cycle was introduced. 

Project Life Cycle

The project life cycle, or project management process, consists of four phases: initiating, planning, executing, and closing. It’s a structured path your projects go through to help move them from conception to completion and ensure project objectives are delivered in each phase. Let’s take a look at what the project manager is responsible for in each phase:

1. The initiation phase

Get everyone onboard. The project manager defines the organization, client, or customer’s goal, identifies key stakeholders, the project team, and the scope of work of the project , and determines measurable objectives for the team.

2. The planning phase

Strategically prepare and map out the project. The project manager is responsible for creating a detailed project plan and outlining the project schedule that includes the major project milestones and describes what tasks or deliverables make up each milestone. This is important because the project plan provides a strategy and project checklist to help properly manage resources, budget, and timeline along the project life cycle.

3. The execution phase 

It’s go time. In this phase, the project manager’s main job is to oversee the team’s efforts and ensure everyone understands what’s expected of them, what tasks need to be done, and how and when to complete those tasks to ensure everything is done within the project schedule. 

4. The closing phase

Time to wrap up the project. The project manager must identify that their team has completed all of the requested outcomes, then present the final product to the stakeholders to sign off and officially close the project.

📌 Key takeaway:

By following the project life cycle, you’re ensuring that you are: 

Critical factors for successful project management can vary from one project to another, but here are a few factors that should remain constant no matter the type of project or what industry you’re in:

✅ Set SMART goals 

✅ Understand the project scope and prevent scope creep

✅ Identify project risks and create a risk management plan

✅ Clearly defined roles and responsibilities

✅ Effective team communication

✅ Maintain a high level of project visibility

How project management software gives teams flexibility 

With so many factors that can impact project success, using project management software can help to keep everyone and everything on track and ahead of curveballs.

A good project management app can take so much of the burden of managing projects off your shoulders by providing teams with the tools they need to get a high-level overview of their work, streamline business processes, create efficient workflows, communicate more effectively, and make collaboration seamless and more enjoyable. 

ClickUp , for one, helps project managers and teams plan, manage, track projects, and collaborate with each other—all in one place. Its fully customizable platform gives teams the flexibility and the advanced tools they need to create the most efficient workflow that best suits their project needs and preferences. 

And because the platform is fully customizable, teams in ClickUp are fully equipped to handle any type of project and support any type of project management methodology , including the most common approaches such as Waterfall, Agile (Scrum and Kanban), Lean, Six Sigma, and more. 

Docs, Chat, and List view in ClickUp

Key ClickUp features for effective project management include :

Now, let’s take a look at a few real-life project management examples and learn how other industry experts have successfully delivered projects using the right methodology and tools!

5 Project Management Examples and Tips for Successful Project Delivery

1. marketing project example: creating a cross-functional workflow.

Jakub Grajcar , a Marketing Manager at STX Next, leads a team of content and social media specialists, spearheads the Marketing department’s lead generation and brand recognition strategy and works with multiple departments to deliver projects. A typical day for the team includes executing upwards of five content deliverables, with Jakub often reviewing 10+ different projects at a time.

The problem?

Working with our Product Design department was a chaotic process. Our teams struggled with communication because we lacked project visbility—we often didn’t have clear information about whether tasks were still under review or needed more work.  We absolutely needed a system that would allow me and the Head of Product Design to get an overview of the entire process and come to grips with all the work in progress and upcoming tasks.

Jakub Grajcar

The goal? To help improve global collaboration across departments , and content marketing processes, speed up project completion and delivery, and keep the teams aligned on goals, project timelines, and so on by creating a cross-functional workflow and standardizing processes in ClickUp. Here’s how Jakub and his team carried out this initiative: 

Initiation phase

Planning phase

Execution phase

Task checklist:

Closing phase

📌 Use this Marketing Sprint Folder template to help with project planning, keep project activities visible and organized, and streamline your processes. Hit the ground running with pre-set Board and List views, task estimation capabilities, and customizable automation!

2. SEO project example: Scaling content production

Adele Payant , ClickUp’s SEO Specialist, is responsible for researching opportunities and creating content briefs for the writers to use as a guide when drafting articles for the blog page. And to write compelling content briefs, she has to perform keyword research, competitive analysis , and other important related tasks, and ensure the content brief is detailed and easy to follow for the writers.  The problem?

The biggest challenge in our SEO blog workflow was focusing on scaling our content production without impacting the quality of each blog.

Adele Payant

The goal? 

To create a clear and repeatable system to help our SEO team ramp up the volume of briefs without compromising the quality of the brief and reduce unnecessary back-and-forth communication.

Here’s how Adele executed this project:

Initiation phase 

Planning phase 

Closing phase 

📌 Use this SEO Content Brief template to clearly state your goals and objectives, and share it with your writers to improve content delivery.

For more SEO project management tips, check out ClickUp’s Sr. SEO Manager’s article: Tips to Optimize Your Workflow . 

3. Customer enablement project: Launching a new program

Robin Wisner , ClickUp’s LMS Administrator, is responsible for delivering a new initiative to give ClickUp customers a fun and interactive way to learn how to use ClickUp and maximize the features within the platform.

The Customer Enablement team, of which Robin is a member, launched ClickUp University (CUU) in November 2021. The new program received an overwhelmingly positive response from ClickUp users and ultimately gave the team the green light to launch another option to help further enhance user experience.

To accomplish this, she led the initiative to launch CUU Certificates—a program intended to recognize the ClickUp users’ product knowledge and reward them for completing the course exams.

The biggest challenge for a project of this scale was managing across so many teams with competing priorities.

Robin Wisner

To delegate work effectively and launch the new certification program on time to provide a measurable process for customers to successfully onboard and enhance their experience as a ClickUp user.

Here’s how Robin and the project team members made it happen:

📌 Use this Feedback Form template to customize your feedback collection, view all your feedback in one place, and improve your products and services.

Bonus: Project Management Software for Freelancers

4. Education project example: Building company-wide data reporting dashboards

Morey Graham , the Director of Alumni and Donor Services (ADS) at Wake Forest University, leads and manages fundraising campaigns, alumni relationships, brand identity, and publications within the Wake Forest community. 

Because teams worked on separate platforms, it created work silos that led to duplicated efforts and poor team communication. We also lacked visibility into our data which impacted our ability to make strong business decisions for the organization.

Morey Graham

To find a new project management tool that is user-friendly for all the departments and to create a business dashboard that displays and updates data in real-time to help improve project visibility across the organization.

Here’s how Morey and the ADS department delivered this project:

Task checklist

📌 Create custom Dashboards in ClickUp to get a high-level overview of all your initiatives, highlight KPIs, project status, and progress, to keep everyone on track and aligned at all times.

5. Product launch project example: Launching a new product feature

To further expand ClickUp’s list of features for project management, the company set out a huge initiative to build and successfully launch a new product feature, ClickUp Whiteboards . Spearheading the project is ClickUp’s Group Product Manager, Zach Blodgett . The company’s vision was to create a powerful yet easy-to-use digital collaboration tool that project managers, executives, and team members could use to level up their brainstorming, planning, and execution processes.

The problem? 

The biggest challenge was team size and a rapidly approaching deadline. The deadline was immovable and we had a ton of stakeholders from GTM, sales, pricing & packaging, growth, support, CSMs, EPD. We had to ensure they knew what was going out, what was next, and how to talk about Whiteboards.

Zach Blodgett

To use a project management tool to help manage tasks, communicate with stakeholders across the globe, and minimize risks and bottlenecks to deliver the new and highly-anticipated product feature within the agreed-upon timeline.

Here’s how Zach and the company launched a successful project launch:

Closing Phase 

Here’s the final look—check it out!

📌 Create a step-by-step approach to how your organization will bring a product to the market, and use this Go to Market Strategy template to help you ship faster!

Handle Any Project With Confidence By Using ClickUp

Successful project management starts with understanding what the ultimate goal of the project is, understanding the key elements that go into an intelligent project plan, and creating a smooth and actionable strategy to get there—refer to the project management examples above to help spark ideas.

You’ll also need to ensure to implement the appropriate methodology to guide you through the entire process and utilize the project lifecycle to keep you on track. 

And to make your life as a project manager as easy as humanly possible, you need to use a project management tool like ClickUp to help keep everything in order and bring all your work to one centralized place. Use it to track project progress, manage project risks and resources effectively, collaborate with your entire organization, and so much more. 

With its extensive list of customizable and functional features, you’ll be fully equipped to handle any type of project management approach, manage multiple complex projects at once, set up the most streamlined workflow, support your remote and hybrid teams, and confidently deliver quality projects on time, every time. 

(cue “That was easy” sound effect 😉)

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15+ Project Case Study Examples & Templates

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