Video Library
Learn Casebook - As easy as 1, 2, 3
Casebook Overview
A 15-minute overview of the Casebook Platform.
![](https://gohub.casebook.net/hubfs/Imported%20images/Is%20your%20client%20homeless%20enough.png)
![](https://play.vidyard.com/S6mALtPzWUkKYR4f9AGfXi.jpg)
Casebook Services Webinar
Watch the replay of our March 2022 Services Webinar.
![](https://gohub.casebook.net/hubfs/Imported%20images/Is%20your%20client%20homeless%20enough.png)
![](https://play.vidyard.com/VwKbfamQBxBX2aycYr2d1P.jpg)
Casebook Collaboration Webinar
Watch the replay of our May 2022 Collaboration Webinar.
![](https://gohub.casebook.net/hubfs/Imported%20images/Is%20your%20client%20homeless%20enough.png)
![](https://play.vidyard.com/jdYVHXAmFh5qxP2Y5c77gh.jpg)
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)
![](https://play.vidyard.com/MnvFBqDNNUnGeNJm5zeKME.jpg)
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)
![](https://play.vidyard.com/4srhkiwGiNnCepPfq41dNW.jpg)
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)
![](https://play.vidyard.com/xaWzx9vVNkerf2XHkaAkTa.jpg)
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)
![](https://play.vidyard.com/syd1Ncq97ifK4yWEGZ4qFh.jpg)
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)
![](https://play.vidyard.com/iXagzPgT9Q5LUsYYSpkgG4.jpg)
Configurable Fields
Learn how to configure fields in cb Admin.
Topics: cb Admin
![Allura - UI Windows](https://gohub.casebook.net/hubfs/Allura%20-%20UI%20Windows.png)
![](https://play.vidyard.com/cYsLY6ttbr2B87qC3hcH9H.jpg)
Create a Note
Learn how to add notes to a record.
![Allura - Giant Phone](https://gohub.casebook.net/hubfs/Allura%20-%20Giant%20Phone.png)
![](https://play.vidyard.com/AdYGtiYjsnziRK3prLyPt6.jpg)
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)
![](https://play.vidyard.com/JM5bM7PfcNA8hj7dsA9kse.jpg)
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)
![](https://play.vidyard.com/eApaZsjLAKnQwAyQ2ZoA3f.jpg)
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)
![](https://play.vidyard.com/4tJkypeCEiwqmfZHNqtUXE.jpg)
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)
![](https://play.vidyard.com/ghdXGDkEigVyvFR2iATssP.jpg)
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)
![](https://play.vidyard.com/xzTRCaocdrqoUFeagq9m8S.jpg)
Dynamic Pages
Learn about Dynamic Pages.
Topics: cb Admin
![Casebook on a laptop](https://gohub.casebook.net/hubfs/Component%201%20(6).png)
![](https://play.vidyard.com/JcbGaUBizB9DqdAmiUTa5E.jpg)
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)
![](https://play.vidyard.com/bteELFAhqjwVCoyXVAf615.jpg)
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)
![](https://play.vidyard.com/tRukXTqB8B6ShyHMd8ECTK.jpg)
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)
![](https://play.vidyard.com/Jr1UrhpS79aBPRfFmzcCdN.jpg)
Complete a Form
Learn how to add and complete a form from a record.
![Component 4 (2)](https://gohub.casebook.net/hubfs/CS%20Icons%20and%20Images/Component%204%20(2).png)
![](https://play.vidyard.com/eg2on6zUb1A9iRNmGmN9U9.jpg)
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)
![](https://play.vidyard.com/7i68xhgnmmFf7HeAGYdRjo.jpg)
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)
![](https://play.vidyard.com/cJ7NQ3xw84f6Bmz5DdUHBC.jpg)
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)
![](https://play.vidyard.com/XtMCJgpAJe2q5m1HKu8Ss9.jpg)
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)
![](https://play.vidyard.com/TDJTvEfrangpdfAg7MDvm5.jpg)
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)
![](https://play.vidyard.com/hGtDgbPV78rng82XFJfJZx.jpg)
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)
![](https://play.vidyard.com/CWgPCwR7F8vPHWN8ARriR9.jpg)
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)
![](https://play.vidyard.com/RsRywT2yXMdrXv7kqWa9DC.jpg)
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)
![](https://play.vidyard.com/6tiKU3vgmx7Gs2Yai4z8kU.jpg)
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)
![](https://play.vidyard.com/wM7rkNsqQhhje1rAqanXJ3.jpg)
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)
![](https://play.vidyard.com/2jUopGBnCEnhRdCGLkYCbr.jpg)
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)
![](https://play.vidyard.com/AfP3Xn3fxswjo9TMRhSeRv.jpg)
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)
![](https://play.vidyard.com/HptoDgPihn7m63Ai9DkYgM.jpg)
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)
![](https://play.vidyard.com/EHd2jPk4Z29DYCbH4V12Ze.jpg)
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)
![](https://play.vidyard.com/LmV4ohwac7V6A6VfukDk1t.jpg)
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)
![](https://play.vidyard.com/1cG28cwtvtqpoNm5y3Hd6X.jpg)
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)
![](https://play.vidyard.com/VA9HW24iHGALaPn2QLmU95.jpg)
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)
![](https://play.vidyard.com/HqMJP38mLrowNhhLz8JB7g.jpg)