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Add videos to a task

How to add or embed videos in tasks

You can add videos to the description of a task to provide visual instructions. There are two main ways:

  1. Embed from Video Sites: Link to videos on platforms like YouTube, Vimeo, etc.
  2. Upload Video Files: Upload video files (MP4, WebM; up to 100MB) to Tallyfy.

This is usually best as it gives better video quality and uses less Tallyfy storage.

  1. Edit the task description.
  2. Click where you want the video.
  3. In the editor toolbar, click Insert > Embed URL.
  4. Paste the video’s web link (URL) (e.g., from YouTube or Vimeo).
  5. Click Insert.
  6. A video preview should appear in the description.

Method 2: Uploading video files

You can upload video files if needed, but remember the 100MB file size limit. Supported formats: MP4, WebM.

  1. Edit the task description.
  2. Click where you want the video.
  3. Click Insert > Video in the toolbar.
  4. Choose the Upload option.
  5. Select the video file from your computer.
  6. Wait for the upload and processing.

Using embedded videos (Method 1) is generally recommended over uploading files for better performance.

Templates > Insert media

Task descriptions can be enhanced with various media elements including images videos files tables and links up to 100MB by using the Insert button in the editor toolbar to provide clearer instructions and resources.

Edit Processes > Add tasks to active processes

Tasks can be added to active processes in Tallyfy either by creating them directly within the process view or by linking existing one-off tasks to specific positions in the workflow.

Tasks View > Customize the task view

The Tasks View enables customization through multiple filtering options and sorting capabilities to efficiently manage and locate specific tasks based on criteria like status assignees due dates and process names.

Tasks > Edit tasks

Tasks can be customized by modifying assignees adding media elements adjusting descriptions and implementing various other edits to both standalone tasks and those within active processes.
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