Valuecase

The block to manage tasks together with your customers

Action Plan Block

Let customers mark content as completed and keep the linked task in your Action Plan up to date.

Connect a content block to an Action Plan task

Action Plan Progress Block

Visualize your action plan timelines with a Gantt chart.

Gantt Chart Block

Show a single next task your customers should focus on and ideally complete next

Next Task Block

Jan Niklas Wick

Project & task management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Style guide

Article page title

Home hero title

English

Build your Template(s)

What are Templates vs. Spaces in Valuecase?

Overview: Editor for Templates (and Spaces)

How to format text

How to copy / duplicate blocks

How to copy / duplicate pages

Intro to core concepts of Valuecase

Create a Valuecase template

Template settings

Checklist feature in Templates & Spaces

How to change the Language of a Template

How to activate the Floating Page Navigation

Create and manage your templates

How to Set Up Content Visibility Automation

How to automate Spaces through workflows

Configure relative task due dates in templates

Dynamic Links to Blocks and Tasks

Configure and templatise automations

Add & update content

Forms: Overview & Setup

Using Different Question Types in Forms

Conditional Logic in Forms

Managing Form Submissions

Use Form Answers as Workflow Conditions

Set Form Due Dates and Reminders

Forms

Title Block

Embed HTML and external tools in Valuecase

Media & Text Block

Accordion Block

Files Block

Cards Block

Table Block

Collaborative Text Box

Interactive Calculator

Text & Media

Video Block Introductions

Record yourself & your screen directly in Valuecase

How to embed Zooms recordings in Valuecase

Video recording & embedding

Using Valuecase on Mobile

Create Spaces for customers

Create a space

Manage pages in a Space (or Template)

Welcome Popup

Space settings

How to duplicate a Space

Create spaces for customers

Share a space with your customer

Email template to share a space

Space access settings

Add co-workers to your spaces

How to copy links to specific blocks

Share a space

Stakeholder Email Notifications / Reminders

Stakeholder E-Mail Notifications FAQ

Show a Block or Page When a Task or Form Is Completed

Show or Hide a Milestone When a Task or Form Is Completed

Creating Spaces via API

Automate your customers' journey

Intro to Comments & Chat

Managing Comments incl. Notifications

Task Comments

Chat & Comments

Intro to the Valuecase AI Agent

Using Valuecase AI Agent

What you can do with AI Agent

AI Media Creator

AI Writing Assistant

AI Agent Connectors

Valuecase MCP Server

Valuecase AI

Tracking Customer Engagement with Activity Insights

How our engagement score works

Content Analytics Dashboard

Action Plan Analytics

Exclude an Action Plan Block from Analytics and Reporting

Deep Dive Engagement Insights

Analytics

Dashboard: High level overview of all functionality

Workspace Management

Space List: Views, Filters, Columns and Sidebar

Subscribe to Valuecase tasks in your calendar

Space List: Kanban view

Change Space Owner

Archiving Spaces

Task Management

Spaces & Task Management

Properties in Valuecase

Space Properties

Internal Properties

Asset Library

Content Management & Workflow Automation

Integrations

Initial setup & configuration of the HubSpot integration

How to use the Valuecase HubSpot Integration

HubSpot Workflow Automation

HubSpot: push form answers into HubSpot properties

View and use Valuecase properties in HubSpot

How to link an existing space to a HubSpot deal

How to disconnect Valuecase from my HubSpot account

HubSpot Integration

Initial setup & configuration of the Salesforce integration (by SF admin)

Property sync from Valuecase to Salesforce

How to connect and use the Salesforce Integration as a user

Setting up the Valuecase Activity Feed in Salesforce

Salesforce Integration