Valuecase

Jan Niklas Wick

Learn about the editor, blocks, settings and sharing spaces.

Building Spaces & Templates

Create a template

How to find all editing options and settings.

Template Navigation

Benefits of using templates

Learn about our checklist feature

Learn how to setup content automation rules in templates.

Content automation

Template library

AI Template Creator

Managing templates

Create a space

Finalise your space

Space settings

Create a space for your customer

How to navigate the space sidebar

Page visibility settings

Manage new pages

Navigate the sidebar and edit pages

Title Block

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

Media & Text Block

Cards Block

Action Plan Block

Files Block

Interactive Calculator

Add an expandable list (formerly named Interactive List)

Accordion Block

Action Plan Progress Block

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

Text Box

Table Block

Learn how to use our Rich Text Editor in Valuecase

How to format texts

Visualize your action plan timelines with a Gantt chart.

Gantt Chart Block

Structured data collection using our forms blocks.

Forms Block

Learn how to quickly turn your notes into Valuecase blocks.

AI Block Creator

Create and edit blocks

Reuse your blocks in other Valuecase spaces and templates.

How to copy blocks?

Create video recordings & screen captures in Valuecase

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

How can I add a Zoom meeting recording to Valuecase?

How to copy links to specific blocks?

How to use the welcome pop-up

Learn how to activate our Intercom integration

Make your own Intercom chat available Valuecase Spaces

Use custom properties to further personalize Spaces for your stakeholders.

Custom Properties

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

Video Block Introductions

Templatize action‑plan timelines with start‑ or target‑based scheduling

Configure relative due dates in templates

AI Writing Assistant

Exclude an Action Plan Block from Analytics and Reporting

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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