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Add videos to a task

How can I 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 to incorporate video content:

  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 approach is usually best as it gives better video quality and uses less Tallyfy storage. Embedded videos also load faster and maintain better performance.

  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: How do I upload video files?

You can upload video files if needed, but remember the 100MB file size limit. Supported formats include MP4 and WebM for optimal compatibility.

  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 and storage efficiency.

Templates > Insert media

Tallyfy allows users to enhance task descriptions by adding images videos files tables links and other multimedia elements directly into the description area to provide clearer instructions and improve task completion.

Edit Task > The rich text editor

Tallyfy’s rich text editor enables comprehensive formatting and content insertion across tasks and descriptions with features including basic formatting options dynamic variable insertion reusable snippets media uploads and URL embedding while maintaining consistent branding and removing complex formatting from pasted content.

Edit Processes > Add tasks to active processes

Tallyfy allows users to dynamically add tasks to running processes through direct task creation within the process view or by linking existing one-off tasks to active workflows providing essential flexibility for evolving requirements without modifying original templates.

Files > Upload & attach file

The content explains how to upload and attach files to form fields in Tallyfy by first uploading the file to get an asset reference then linking it to a task or process through API endpoints with code examples in multiple languages.
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