Valuecase

Jan Niklas Wick

Learn how to use the editor, blocks, templates, and settings to build great spaces.

Build Spaces & Templates

Manage templates

Create a template

Template library

Benefits of using templates

Template Creation

Learn how to setup content automation rules in templates.

Content automation

Link to any block or task within a space or template via our dynamic internal links

Internal Links to Blocks or Tasks

Before you invite your colleagues to create their first space, check out our checklist.

Checklist feature in Templates / Spaces

Templatize dynamic task due dates which are relative to a defined start‑ or target-date

Configure relative task due dates in templates

How to change the language of your templates and spaces

Language setting in Templates

Template Features

Create a space

How to navigate the space sidebar

Create new pages, edit existing ones incl. rename a page, delete a page and change the page order

Managing pages

Use the floating Page / Block Navigation to guide your visitors

Floating Page Navigation

How to use the welcome pop-up

Space settings

Creates spaces for customers

Create and edit blocks

Title Block

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

Media & Text Block

Record yourself & your screen directly in Valuecase

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

Learn how to use our Rich Text Editor in Valuecase

How to format text

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

Text & Media

The block to manage tasks together with your customers

Action Plan Block

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

Interactive Calculator

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

Video Block Introductions

More advanced blocks incl. AI & calculations

Advanced Blocks

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

Forms

info about how to copy, duplicate or clone a space

How to duplicate a Space

info about how to copy, duplicate or clone a block

How to copy / duplicate blocks

info about how to copy, duplicate or clone a page

How to copy / duplicate pages

How to copy links to specific blocks

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

How to embed Zooms recordings in Valuecase

Everything you need to know about additional features like copy blocks, video recordings and more. 

Tutorials, tips and tricks 

Find answers and get help from Intercom Support and Community Experts

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