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Adding a video to Task List
  • 24 Mar 2022
  • 3 Minutes To Read
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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 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 and stored in your Google Drive, Dropbox, YouTube, Vimeo, etc., account.

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

Use the following steps to embed Whatfix Videos,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Open the Flow using which the video you want to add is created.

  3. Click the Embed option.
    RB_DB_mulitioutput_embed

  4. Click Video from the drop-down.
    RB_DB_Task List_video

  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. Navigate to the left panel on the Dashboard and click Widgets.
    RB_DB_Click widgets(5)

  10. Click Task List.
    RB_DB_click tasklist

  11. Select the desired Segment.
    RB_DB_Task list_segment

  12. Under Create drop down menu, select Video Link.
    RB_DB_tasklist_video link

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

your title goes here

If you have enabled Smart Context, all content created on your application is auto-tagged. To add more tags, see Adding 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

Use the following steps to embed Non-Whatfix Videos,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. In the left panel, click Widgets.
    RB_DB_Click widgets(5)

  3. Click Task List.
    RB_DB_click tasklist

  4. Select the desired Segment.
    RB_DB_Task list_segment

  5. Under Create drop down menu, select Video Link.
    RB_DB_tasklist_video link

  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 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.
    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 is 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

    RB_DB_tasklist_videolink save

    1. Click Select and add the video you just created and then click Save.

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