⚙️ Configure Use Case Templates
CREATE INDIVIDUAL DOCUMENTATION TEMPLATES ALONG YOUR USE CASE FUNNEL TO ALIGN CASEBASE PERFECTLY WITH YOUR ORGANIZATION’S DATA CAPTURE NEEDS.
📚 Table of Contents
⚙️ Account vs. Workspace Templates
Use Case Templates can be defined on two levels:
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Account Settings:
Everything created or changed here applies globally and is automatically inherited by all workspaces.
Ideal for defining organization-wide standards and metadata. -
Workspace Level:
Templates can be extended or customized, but not completely deleted.
This allows flexible adjustments for specific teams or departments.
Permissions:
Only Admins (account level) and Moderators (workspace level) can create or edit templates.
Members and Visitors can use templates but cannot modify them.
🧱 Adding, Arranging & Editing Custom Fields
Click “Add new custom field” to create and configure fields such as:
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Short Text / Long Text
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Dropdown
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Number
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Checkmark / Boolean
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Slider
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Radio Button
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Tag
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Partner
These fields help structure information such as Business Domain, Impact, Technology, or Data Requirements.
🪄 Arranging & Designing Fields
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Drag & Drop:
Reorder fields easily using drag & drop. -
Resize:
Adjust the field width to design multi-column layouts or compact views. -
Grouping:
Place related fields side by side to keep templates clear and intuitive.
🔄 Editing Existing Templates
When editing an existing template, the following rules apply:
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Changing field labels or order:
Existing data remains intact. New labels and field order are automatically reflected in all Use Cases. -
Editing field attributes (e.g. required field, default value, description, tooltip):
These changes affect future entries only. Existing data remains unless the attribute modifies input logic (e.g. disabling a required field). -
Adjusting field options or ranges (e.g. selection values, numeric limits, units):
Changes to definitions are overwritten. Existing values are updated or removed if they no longer comply with the new settings. -
Deleting fields:
Removing a field from a template will permanently delete all associated values across all Use Cases using it.
→ ⚠️ This action cannot be undone.
💡 Tip:
Before making major edits, duplicate your template or test adjustments in a separate workspace to prevent data loss.
🗂️ Summary Tab
The Summary Tab serves as an overview page and summarizes the most important information of a Use Case – similar to a Use Case Card.
It displays key details such as title, status, responsible users, creation date, and short description.
It provides a quick overview of the current status within the funnel and is ideal for reporting, review, or management discussions.
🧭 Documentation Templates Along the Funnel
In Casebase, you can create multiple documentation templates that align with the phases of your Use Case Funnel – such as Ideation, Evaluation, or Implementation.
Each funnel stage can include one or more templates to capture different documentation needs (e.g. Ideation Brief, Evaluation Canvas, Implementation Report).
This creates a structured, consistent, and traceable documentation flow throughout the entire Use Case lifecycle.
Usage Note:
Once a template is assigned to a funnel step, it appears automatically in the Use Case detail view.
Changes to a template apply to all future Use Cases, but do not affect existing ones retroactively.
👥 People Tab
The People Tab allows you to define roles and responsibilities.
Each role (e.g. Product Owner, Business Lead, Data Scientist) can be assigned to one or more users.
This ensures transparency about who is responsible for what within each Use Case.
💡 Conclusion
Use Case Templates provide flexibility and standardization in one.
Through centralized account-level management, workspace-specific customization, and clear role assignment, Casebase enables a scalable, transparent, and efficient documentation structure across your entire Use Case journey.