---
title: Video Library
description: Casebook Video Library - Learn the basics of Casebook
---

[![Casebook PBC](https://gohub.casebook.net/hubfs/raw_assets/public/Casebook_July2020/images/logo.svg "Casebook PBC")](https://www.casebook.net/)

- [Knowledge Base](https://gohub.casebook.net/knowledge)
- [Video Library](https://gohub.casebook.net/video-library)
- [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new)

#### Video Library

# Learn Casebook - As easy as 1, 2, 3

Filter by Category all cb Admin cb Intake cb Engage cb Track cb Reporting

### Casebook Overview

A 15-minute overview of the Casebook Platform. 

![](https://gohub.casebook.net/hubfs/Imported%20images/Is%20your%20client%20homeless%20enough.png)

 

### cb Intake Overview

Learn how to create an intake report in cb Intake. 

Topics: cb Intake

![Allura - Teamwork](https://gohub.casebook.net/hubfs/Allura%20-%20Teamwork.png)

 

### cb Track Overview

Learn how to create a provider record in cb Track. 

Topics: cb Track

![Allura - Social Media](https://gohub.casebook.net/hubfs/Allura%20-%20Social%20Media.png)

 

### cb Engage Overview

Learn how to create a case in cb Engage. 

Topics: cb Engage

![Allura - Socializing](https://gohub.casebook.net/hubfs/Allura%20-%20Socializing.png)

 

### cb Access Overview

Learn how to invite external parties to apply and work with your organization. 

![](https://gohub.casebook.net/hubfs/Imported%20images/Is%20your%20client%20homeless%20enough.png)

 

### People & Relationships

Learn how to create a person and associate relationships to the person record. 

![Allura - Walking in the Park](https://gohub.casebook.net/hubfs/Allura%20-%20Walking%20in%20the%20Park.png)

 

### Create a Note

Learn how to add notes to a record. 

![Allura - Giant Phone](https://gohub.casebook.net/hubfs/Allura%20-%20Giant%20Phone.png)

### Add Attachments

Learn how to add attachments to a record. 

![Allura - Working Remotely (2)](https://gohub.casebook.net/hubfs/Allura%20-%20Working%20Remotely%20(2).png)

 

### Build a Workflow

Learn how to create workflows in cb Admin. 

Topics: cb Admin

![Allura - Online Searching](https://gohub.casebook.net/hubfs/Allura%20-%20Online%20Searching.png)

 

### Roles & Permissions

Learn how to create and add roles and permissions to Casebook users. 

Topics: cb Admin

![Allura - Living Room](https://gohub.casebook.net/hubfs/Allura%20-%20Living%20Room.png)

### cb Reporting Overview

Learn how to navigate and use cb Reporting. 

Topics: cb Reporting

![Allura - Feedback Session](https://gohub.casebook.net/hubfs/Allura%20-%20Feedback%20Session.png)

 

### Home Dashboard Overview

Learn about the Home Dashboard and how to navigate. 

![Allura - Online Searching](https://gohub.casebook.net/hubfs/Allura%20-%20Online%20Searching-1.png)

### Dynamic Pages

Learn about Dynamic Pages.

Topics: cb Admin

![Casebook on a laptop](https://gohub.casebook.net/hubfs/Component%201%20(6).png)

### Tasks

Learn how to add and assign a task in Casebook. 

![undraw_Web_search_re_efla 1](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/undraw_Web_search_re_efla%201.png)

### Create a Form

Learn how to create a web and PDF form in cb Admin. 

Topics: cb Admin

![Options - attachments, settings, etc.](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/Options%20-%20attachments%2c%20settings%2c%20etc..png)

### Complete a Workflow

Learn how to start and complete a workflow from a record. 

![Humaaans - Wireframe](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/Humaaans%20-%20Wireframe.png)

 

### Logging into Casebook

Walk through the steps to log into Casebook for the first time. 

![Component 45](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/Component%2045.png)

### Reset Your Password

Walk through the steps of resetting your Casebook Password. 

![Is your client homeless enough](https://gohub.casebook.net/hubfs/Imported%20images/Is%20your%20client%20homeless%20enough.png)

### How to Import Data

Learn how to import data into the Casebook Platform.

Topics: cb Admin

![undraw_features_overview_jg7a 3-1](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/undraw_features_overview_jg7a%203-1.png)

 

### Notifications

Learn how to toggle notifications on and off.

Topics: cb Admin

![Amigos - Working from Home](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/Amigos%20-%20Working%20from%20Home.png)

### Add Users

Learn how to add users to your organization. 

Topics: cb Admin

![undraw_remotely_2j6y 1](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/undraw_remotely_2j6y%201.png)

### Calculated Feilds

Learn how to add a calculated field in cb Reporting. 

Topics: cb Reporting

![Allura - Walking in the Park](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/Allura%20-%20Walking%20in%20the%20Park.png)

### Custom Report: Race and Ethnicity

Learn how to build a custom report based on race and ethnicity in cb Reporting. 

Topics: cb Reporting

![Allura - Giant Phone](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/Allura%20-%20Giant%20Phone.png)

### Enroll a Client into a Service

Learn how to enroll a client into a service. 

![Is your client homeless enough](https://gohub.casebook.net/hubfs/Imported%20images/Is%20your%20client%20homeless%20enough.png)

### cb Reporting: Data Filters

Learn how to apply a data filter to your report. 

Topics: cb Reporting

![Options - attachments, settings, etc.](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/Options%20-%20attachments%2c%20settings%2c%20etc..png)

### cb Reporting: Date Filter

Learn how to apply a date filter to your dashboard. 

Topics: cb Reporting

![Humaaans - Wireframe](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/Humaaans%20-%20Wireframe.png)

### cb Reporting: Dashboard Filter

Learn how to apply a dashboard filter. 

Topics: cb Reporting

![Is your client homeless enough](https://gohub.casebook.net/hubfs/Imported%20images/Is%20your%20client%20homeless%20enough.png)

### cb Reporting: Visualization Filter

Learn how to add a visualization filter to your dashboard. 

![Humaaans - 3 Characters](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/Humaaans%20-%203%20Characters.png)

### Form Building: Conditional Logic

Learn how to add conditional logic to a form. 

Topics: cb Admin

![Allura - Working Remotely (2)](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/Allura%20-%20Working%20Remotely%20(2).png)

### Connecting Casebook to Zapier

Learn how to integrate Casebook with Zapier.

![Is your client homeless enough](https://gohub.casebook.net/hubfs/Imported%20images/Is%20your%20client%20homeless%20enough.png)

### Creating a Zap

Learn how to create a zap in Zapier.

![Component 45](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/Component%2045.png)

### Email Communications

Learn everything you need to know about Casebook's Email Communications feature. 

![Cross-Collaborations (1)](https://gohub.casebook.net/hubfs/Cross-Collaborations%20(1).png)

### Casebook Services

Learn everything you need to know about Services in Casebook. 

![jcruzcasebook2-01](https://gohub.casebook.net/hubfs/2022%20jpg%20images/jcruzcasebook2-01.jpg)

### [What is Lorem Ipsum Lorem Ipsum is simply dummy text of the printing and typesetting industry. ![Is your client homeless enough](https://gohub.casebook.net/hubfs/Imported%20images/Is%20your%20client%20homeless%20enough.png)](##)

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