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Add a video to Task List
  • 06 May 2024
  • 3 Minutes To Read
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Add a video to Task List

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Article Summary

Whatfix enables you to embed videos in the Task List irrespective of whether they are created by Whatfix using a Flow or if they are generated using third-party applications.

When you click a video content in Task List, a pop-up appears and plays the video.

To embed Whatfix Videos

Use the following steps to embed Whatfix Videos:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click All content.
    ia_dashboard_left_nav_all_content

  3. Click the required Flow.
    CLM_Flows_pdf export

  4. Click the Embed dropdown menu.
    clm_MFO_embed.png

  1. Click Video from the dropdown.
    CLM_TL_EMBED_VIDEO

  2. Click Copy iFrame.
    CLM_Task List_Embed_copy frame

  3. Paste the copied iFrame code in a text editor.
    paste_iframe_code_text_editor

  4. Delete everything except the video URL as shown in the following image:
    delete_except_url

  5. Add https: before the edited URL.
    before_after_adding_https

  6. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  7. Click Task lists.
    ia_left_nav_task_list

  8. Go to the Task List segment you want to add a video link to, and then click the Edit icon.
    CLM_DB_Click_edit_icon

  9. Click Create and then select Video using the dropdown.
    tl_video

  10. On the Video pop-up, enter the Title.
    SH_Video_EnterTitle&Video.png

  11. Drag and drop the video from your local drive, or click Browse to select the video from your local drive or library, or paste the video link.
    image.png

your title goes here

Drag and drop or Browse option is not available for accounts with Self Hosted/ Export model.

  1. Click Save Video.
    SH_Click_Save_Video.png

    Note:
    • If you have enabled Smart Context, all content created on your application is auto-tagged. To add more tags, see Add Tags to content.

    • If the tag doesn't work on your account, contact support@whatfix.com.

  2. Click Save again to save the segment.
    RB_DB_tasklist_save

To embed Non-Whatfix Videos

Use the following steps to embed Non-Whatfix Videos:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Task lists.
    ia_left_nav_task_list

  3. Go to the required Task List segment, and then click the Edit icon.
    ia_task_list_edit

  1. Click Create and then select Video using the dropdown.
    tl_video

  2. On the Video pop-up, enter the Title.
    SH_Video_EnterTitle&Video.png

  3. Drag and drop the video from your local drive, or click Browse to select the video from your local drive or library, or paste the video link.
    image.png

your title goes here

Drag and drop or Browse option is not available for accounts with Self Hosted/ Export model.

  1. Click Save Video.
    SH_Click_Save_Video.png

  2. Click Save to save the Task List.
    RB_DB_SHclicksave

If the videos are from Youtube or Vimeo, the URL can be used directly. But if the videos are from Sharepoint, OneDrive or Google Drive, then use the information below to see how the URL can be retrieved for each platform.

Info:
  • The URL that is entered in the Video Link differs depending on where your video is sourced from. Click one of the links below to continue.
  • After pushing the Task List to Production, you can analyze the engagement of end users with the videos from different cities, countries, and more, using Product Analytics. For more information, see How can I see analytics of video content using Trend Insights?
SharePoint

SharePoint has two ways to upload videos. Using Microsoft Stream or using the local upload feature. SharePoint does not allow you to share videos that have been locally uploaded, outside SharePoint. Only those videos that are uploaded to Microsoft Stream can be inserted as video content on Whatfix.

Use the following steps to get the URL for the Microsoft Stream video on SharePoint:

  1. Go to the Stream video and then click the Play in Stream icon.
    Stream_video_icon2
  2. Click the Embed tab and then copy and use only the highlighted part of the URL as shown in the following image.
    sharepoint_embed_URL2
your title goes here

Microsoft is migrating Office 365 videos to Microsoft Stream. For more information, see Migration to Microsoft Stream.

OneDrive

Use the following steps to get the URL of a video that's on OneDrive:

  1. Go to the OneDrive video and select the video.
    onedrive_selectVideo2

  2. On the OneDrive menu bar, click the Embed tab.
    OneDrive_Video_embed2

  3. Copy and use only the highlighted part of the URL as shown below.
    Onedrive_video_embed_URL2

your title goes here

OneDrive videos open in the entire tab by default. Click the browser back button to go back to the page that you were on.

Google Drive

Use the following steps to get the URL of a video that's on Google Drive:

  1. Go to the video on Google Drive.

  2. On the top right, click the vertical ellipsis, and then click Open in new window.
    GoogleDrive_Video_openInNewWindow.png

  3. On the new window, on the top right, click the vertical ellipsis and then click Embed item.
    GoogleDrive_Video_EmbedItem.png

  4. Copy and use only the highlighted part of the URL as shown in the following image:
    GoogleDrive_embed_URL.png


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