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Adding a video to Task List
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Adding a video to Task List

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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: Videos created by Whatfix using Flows when the Video Channel is configured in your account.

  • Non-Whatfix videos: Videos created using a video editor tool by you or an agency and stored in your Google Drive, Dropbox, YouTube, Vimeo, etc., account.

When the end users click a video content in Task List, a popup opens and the video is played inside the popup as shown below.
video_play_from_task_list

To embed Whatfix Videos,

  1. Navigate to the Whatfix Dashboard.
    gotoDashboard%20%282%29.png
  2. Open the Flow using which the video you want to add is created.
  3. Click the Embed option.
    embed_options1.png
  4. Click Video from the dropdown.
    click_video_embed_dropdown
  5. Click the Copy iFrame button.
    click_copy_iframe
  6. Paste the copied iFrame code in a text editor.
    paste_iframe_code_text_editor
  7. Delete everything except the video URL as shown below.
    delete_except_url
  8. Add https: before the edited URL.
    before_after_adding_https
  9. Now, go to the Widgets section in the Whatfix app.
    widgets1.png
  10. Click Task List.
    widgets_taskList.png
  11. Select the desired segment.
    select_desired_segment
  12. Under create, select Video Link.
    selfhelp_segment_create_videoLink.png
  13. Enter the name of the video and the URL from Step 8 and then click Save.
    click_save_video_link_creation
  14. Click Save again to save the segment.
    click_save_segmentation.png

To embed Non-Whatfix Videos,

  1. Navigate to the Whatfix Dashboard.
    gotoDashboard%20%282%29.png
  2. In the left panel, click Widgets.
    widgets1.png
  3. Click Task List.
    widgets_taskList.png
  4. Select the desired segment.
    select_desired_segment
  5. Under create, select Video Link.
    selfhelp_segment_create_videoLink.png
  6. Enter the name of the video and the URL and then click Save. 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.
Note
The URL that is entered in the Video Link is a little different depending on where your video is sourced from. Click one of the links below to continue.
    The URL that is entered in the Video Link is a little different depending on where your video is sourced from. Click one of the links below to continue.
    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.
    To get the URL for the Microsoft Stream video on SharePoint,
    1. Navigate to the Stream video and then click the Play in Stream icon.
    Stream_video_icon.png
    2. Click the Embed tab and then copy and use only the highlighted part of the URL shown below.
    sharepoint_embed_URL.png

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

    OneDrive

    To get the URL of a video that's on OneDrive
    1. Navigate to the OneDrive video and select the video.

    onedrive_selectVideo.png
    2. On the OneDrive menu bar, click the Embed tab.

    OneDrive_Video_embed.png
    3. Copy and use only the highlighted part of the URL as shown below.
    Onedrive_video_embed_URL.png

    Note: 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

    To get the URL of a video that's on Google Drive,
    1. Navigate to the video on Google Drive and open it.
    2. On the top right, click the vertical ellipsis and then click Open in a 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 below.

    GoogleDrive_embed_URL.png

    selfhelp_segment_videoLink_save.png
    7. Click Select and add the video you just created and then click Save.

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