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Add a video to Task List
  • 17 Nov 2023
  • 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 your end-users click a video content in Task List, a pop-up opens and the video is played inside the popup.

To embed Whatfix Videos

Use the following steps to embed Whatfix Videos:

  1. On the Whatfix dashboard, navigate to the Production tab.
    CLM_DB_Production_Stage.png

  2. Open the Flow you want to embed, and then click the Embed dropdown menu.
    clm_db_embed

  1. Click Video from the drop-down.
    CLM_TL_EMBED_VIDEO

  2. Click the Copy iFrame button.
    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 Dashboard, click Widgets.
    CLM_DB_Click_Widgets

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

  8. Under create, select Video Link.
    RB_DB_tasklist_video link

  9. Enter the name of the video and the URL from Step 8, and then click Save.
    RB_DB_tasklist_videolink save

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 [email protected]

  1. 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 Dashboard, under the Widgets section, Go to the Task List segment you want to embed the video to.
    clm_db_tl_edit_icon

  2. Under the create section, select Video Link.
    RB_DB_SHaddvideolinks

  3. Enter the name of the video and the URL, and then click Save.
    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 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.

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
    Note:
    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

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

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

  1. Go to the video on Google Drive and open it.

  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

  1. Add the video you just created, and then click Save.

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