---
title: "Add a video to Task List"
slug: "add-a-video-to-task-list"
updated: 2025-03-10T09:05:54Z
published: 2025-03-10T09:05:54Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a video to Task List

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.

- [Whatfix videos](/docs/add-a-video-to-task-list#whatfix-videos): Videos created by Whatfix using Flows by uploading them to [online video platforms](/studio/docs/uploading-whatfix-videos-to-online-video-platform).
- [Non-Whatfix videos](/docs/add-a-video-to-task-list#non-whatfix-videos): Videos created using a video editor tool by you or an agency and stored in your account, such as Google Drive and Dropbox.

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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_content.png)
2. Click **All content**. ![ia_dashboard_left_nav_all_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_dashboard_left_nav_all_content.png)
3. Click the required Content. ![CLM_Flows_pdf export](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_Flows_pdf%20export.png)
4. Click the **More** icon. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-1752039924383.png)
5. Click **Embed**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-1752039984338.png)

1. Click **Video** from the dropdown. ![CLM_TL_EMBED_VIDEO](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_TL_EMBED_VIDEO.png)
2. Click **Copy iFrame**. ![CLM_Task List_Embed_copy frame](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_Task%20List_Embed_copy%20frame.png)
3. Paste the copied iFrame code in a text editor. ![paste_iframe_code_text_editor](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/paste_iframe_code_text_editor.png)
4. Delete everything except the video URL as shown in the following image: ![delete_except_url](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/delete_except_url.png)
5. Add **https:** before the edited URL. ![before_after_adding_https](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/before_after_adding_https.png)
6. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png)
7. Click **Task lists**. ![ia_left_nav_task_list](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_task_list.png)
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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_Click_edit_icon.png)
9. Click **Create** and then select **Video** using the dropdown. ![tl_video](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/tl_video.png)
10. On the **Video** pop-up, enter the Title. ![SH_video_url.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_video_url.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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image%28126%29.png)

          your title goes here

          

**Drag and drop** or **Browse** option is not available for accounts with [Self Hosted/ Export model](/studio/docs/self-hosting-whatfix-content).

1. Click **Save Video**. ![save_video](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/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](/studio/docs/add-tags-to-content).
  - If the tag doesn't work on your account, contact [support@whatfix.com](mailto:support@whatfix.com?Subject=Unable%20to%20add%20tags%20to%20content&amp;Body=Hello%20Team%2C%0A%0APlease%20provide%20help%20with%20adding%20tags%20to%20content%20for%20my%20account.%20%0A%0AThanks%20and%20regards.).
2. Click **Save** again to save the segment. ![RB_DB_tasklist_save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_tasklist_save.png)

### 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png)
2. Click **Task lists**. ![ia_left_nav_task_list](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_task_list.png)
3. Go to the required Task List segment, and then click the **Edit** icon. ![ia_task_list_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_task_list_edit.png)

1. Click **Create** and then select **Video** using the dropdown. ![tl_video](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/tl_video.png)
2. On the **Video** pop-up, enter the Title. ![SH_video_url.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_video_url.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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image%28126%29.png)

          your title goes here

          

**Drag and drop** or **Browse** option is not available for accounts with [Self Hosted/ Export model](/studio/docs/self-hosting-whatfix-content).

1. Click **Save Video**.  

![save_video](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/save_video.png)
2. Click **Save** to save the Task List.  

![RB_DB_SHclicksave](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SHclicksave.png)

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, 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?](/studio/docs/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 enable 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Stream_video_icon%282%29.png)
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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sharepoint_embed_URL%282%29.png)

          your title goes here

          

Microsoft is migrating Office 365 videos to Microsoft Stream. For more information, see [Migration to Microsoft Stream](https://docs.microsoft.com/en-us/stream/migrate-from-office-365).

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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/onedrive_selectVideo%282%29.png)
2. On the OneDrive menu bar, click the **Embed** tab. ![OneDrive_Video_embed2](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/OneDrive_Video_embed%282%29.png)
3. Copy and use only the highlighted part of the URL as shown in the following image: ![Onedrive_video_embed_URL2](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Onedrive_video_embed_URL%282%29.png)

          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**. ![gd_video_open_in_new_window](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/gd_video_open_in_new_window.jpg)
3. On the new window, on the top right, click the vertical ellipsis and then click **Embed item...**. ![gd_new_tab_embed_item](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/gd_new_tab_embed_item.jpg)
4. Copy and use only the highlighted part of the URL as shown in the following image: ![GoogleDrive_embed_URL.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/GoogleDrive_embed_URL.png)

## Related

- [Whatfix Videos](/whatfix-videos.md)
