Valuecase

Jan Niklas Wick

Learn everything about tasks, forms, and media content in Valuecase

Add & update content

Structured data collection using our forms blocks.

Forms: Overview & Setup

All details about the different question types in Valuecase forms

Using Different Question Types in Forms

Conditional Logic in Forms

Managing Form Submissions

Learn how to trigger workflows only when a submitted form contains specific answers.

Use Form Answers as Workflow Conditions

Learn how to set form due dates, configure relative due dates in templates, and send automatic reminder emails to customers.

Set Form Due Dates and Reminders

Forms

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

Project & task management

Title Block

Add custom HTML, external forms and booking pages, or embed an externally hosted calculator in your Spaces.

Embed HTML and external tools in Valuecase

Add content using our media & text block (formerly named Content Block)

Media & Text Block

Add an expandable list (formerly named Interactive List)

Accordion Block

Files Block

Cards Block

Table Block

A block that allows your customers to edit the text field (formerly named Collaborative Block)

Collaborative Text Box

Interactive Calculator

All text & media blocks to embed content, videos, etc

Text & Media

Personally explain a specific block in a video case by adding a video.

Video Block Introductions

Record yourself & your screen directly in Valuecase

Learn how to embed zoom meeting recordings in the content block.

How to embed Zooms recordings in Valuecase

How to record a video in Valuecase or embed one

Video recording & embedding

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Find answers and get help from Intercom Support and Community Experts

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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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.

{appName} in 60 seconds

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.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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.

Prototype integrations answer

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

Prototype invite-team answer

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.

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