How to add a new Action Plan Block
The Action Plan block brings task management into your space so you and your customer can plan and execute together. Structure work with milestones and nested tasks, assign owners and due dates, and rely on built-in reminders to keep momentum. Whether you need a straightforward task list or a more comprehensive project plan, everything stays transparent and collaborative.
Here's how to setup an action plan block in your spaces and templates:
To add a new block, click the blue “+” button in the sidebar and select the "Action Plan Block".
Next, click on the "New Milestone" field and type a headline for the first milestone.
You can add tasks below the milestone or add another milestone by clicking on the respective fields within the action plan block.
Detailed editing options
The action plan block also enables you to provide more context to individual tasks. Click next to a task name to open the task detail view. Here, you can include and edit the following additional information:
Assignee: Click on the "+" button to add an assignee. Select a name from the list or add someone by typing their name into the input field, and selecting their company, then clicking “add assignee”. You can add more than one assignee to a task.
Due Date: To add a due date, click on the calendar icon and select the date. To change a due date, simply click on the date again. You can also remove a due date by clicking on the "x" next to the date.
Quick Actions: The quick action button enables you to set a strong trigger for your customer to complete a specific actions. There are three button types available, "book a meeting", "file upload" and "go to website".
If you add a "book a meeting" button the space owners URL will be automatically included, but you can also change it manually by pasting a new link into the text field.
The "files upload" button will automatically open a file upload window if clicked. Files uploaded via the button are available in the attachments section of the task details.
The "go to website" button can be used very flexibel. You can paste a link to any website and even change the text shown in the button by clicking inside the "go to website" field and changing the text.
The "write a comment" button allows you to directly request comments or specific input from your customers. You can customize the button text to suit your needs. The comment text will appear in the comment section of the task details for easy access, and you will be notified when a stakeholder leaves a comment.
Description: Simply click in the description field to add more context to a task.
Attachments: Click on "+ Add file" to upload any attachment.
Comment: Click inside the "Write comment" field and start typing to comment on a specific tasks. You and your customers, will be notified via e-mail about new comments.
Copy Direct links to Tasks: Copy the direct link to tasks from the three-dot menu in the top right corner of any opened action plan task. When clicked it opens the task detail view directly.
When one of the detail options is used, a corresponding icon will appear in the overview next to the task so that all viewers know there is additional information available.
To learn more, check out the video walkthrough below:
Review task activity
To see what changed on a task, open the task inside a Space and click the clock icon labelled Task activity at the top. The most recent activity appears first, including changes to dates or assignees, comments, and task completion or reopening.
Task activity is available to internal users in the Space editor.
Connect a task to content
You can link a task to a content block so customers can mark the content as completed and update the task at the same time. The connection can also add a Go to block button to the task. See Connect a content block to an Action Plan task for setup instructions.
Configure the Action Plan settings
Select the Action Plan block and open Settings in the sidebar. The settings are grouped as follows.
Customize view
Show start date: display the plan’s start date above the milestones. For a plan scheduled from its start date, this defaults to the Space creation date and can be changed.
Show end date: display the estimated end date, based on the last task’s due date.
Show progress bar: display the percentage of tasks completed.
Expand all milestones: show the tasks in every milestone by default. When switched off, milestones start collapsed and visitors can expand them as needed.
For a plan scheduled from an end date, the end-date card shows the editable target date, while the start date is calculated from the first task’s due date. The display switches show or hide these cards; they do not remove task dates or completion data.
Permissions
Visitors can edit milestones and tasks: allow customers to change the plan’s structure and task details, such as adding tasks, renaming milestones, changing dates and assigning people.
Visitors can complete tasks: allow customers to check off tasks in this block.
These are separate controls. For example, turn editing off and leave completion on to let customers finish tasks without changing the plan.
Preferences — Templates only
When editing an Action Plan in a Template, Settings also includes:
Skip weekends: exclude weekends when relative task dates are calculated at Space creation.
Set task reference date: choose From Start Date to schedule relative to the plan’s start, or From End Date to schedule relative to a target date, such as a go-live date.
Changing the reference date clears the existing relative task dates. Valuecase asks you to confirm before applying the change. See Configure relative task due dates in Templates for the scheduling details.
Analytics
Analytics and Reporting: switch this off to exclude the Action Plan block from analytics and reporting.
Manage notifications and workflows
Open the separate Automations tab to review notifications and workflows. The notifications entry opens the Space or Template’s settings for task and milestone notifications. Workflows are created in the Template; this tab shows those associated with the Action Plan.
💡 Tip: Templatise your action plan in your Templates
Set assignee placeholders for your company, your customer companies, the space owner, all other internal colleagues, as well as the main customer contact.
Additionally, you can add custom assignee placeholders such as "Legal Contact". After space creation you can replace "Legal Contact" centrally in space Settings > Stakeholders with the actual contact. This is particular helpful if, e.g., the Legal Contact owns multiple tasks and you don't want to manually assign her multiple times.
Set dynamic, relative due dates to auto-populate a customer's action plan with due dates. Learn more.
💡Tip 2: See action plan progress in the space list.
Keep track of all your action plans in one view: Just go to your dashboard, click on columns, and show the status and progress columns. Learn more here.