Valuecase

Dashboard: High level overview of all functionality

Jan Niklas Wick

Learn how to manage spaces, tasks, content, and automation workflows from the dashboard.

Workspace Management

With views, filters, and flexible columns, you can fully tailor your space list to match how you work.

Space List: Views, Filters, Columns and Sidebar

Visualize and manage your Spaces with a Kanban board grouped by internal properties like status or phase. Drag & drop to update progress easily.

Space List: Kanban view

Change Space Owner

Archive a space to stop customers from accessing it. If needed you can always activate the space again, or delete it after some time.

Archiving Spaces

Task Management

How to work with our space list and task management dashboard

Spaces & Task Management

Properties in Valuecase

Space Properties let you store customer-specific values and use them to personalize Spaces, create dynamic links, and control content automation.

Space Properties

Learn how Internal Properties help your team track Space status, phases, revenue, dates, and other internal information in the Space List, filters, and Kanban View.

Internal Properties

Asset Library

Managing content & assets as well as automating workflows

Content Management & Workflow Automation

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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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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.

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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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