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Add videos to a task

How can I add or embed videos in tasks?

To add videos to a task, you’ve got two options: embed from YouTube/Vimeo using Insert > Embed URL, or upload video files directly through Insert > Video. Most users prefer embedding - it’s faster and doesn’t eat up your storage.

Need visual instructions for your team? Videos can transform confusing tasks into crystal-clear steps. Here’s how to add them:

  1. Embed from Video Sites: Link to videos on YouTube, Vimeo, or similar platforms
  2. Upload Video Files: Upload MP4 or WebM files (up to 100MB) directly to Tallyfy

Want the best video quality without hogging Tallyfy storage? Embedding is your friend. Your videos load faster, play smoother, and you don’t have to worry about file size limits.

  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?

Sometimes you need to upload your own video files - maybe it’s proprietary content or something you just recorded. No problem. Just keep an eye on that 100MB limit (yes, it catches everyone off guard at first). Stick with MP4 or WebM formats and you’re golden.

  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.

Quick tip? Go with embedded videos whenever you can. Your tasks load faster, and you won’t burn through storage space. Save the uploads for when you really need them.

Templates > Insert media

Tallyfy allows users to enrich task descriptions by adding various media types including images videos files tables and links directly through the Insert button in the editor toolbar with support for uploads up to 100MB and embedding from external platforms.

Tasks > Edit tasks

Task editing allows users to modify assignees add media use rich text descriptions and adapt work requirements to ensure tasks stay relevant and actionable as situations change throughout their lifecycle.

Edit Task > The rich text editor

Tallyfy’s rich text editor functions as a built-in word processor that allows formatting text adding images videos and dynamic content while enabling the creation of pre-filled email links through HTML mode and variables for streamlined workflow communication.

Miscellaneous > File storage and security

Tallyfy stores files securely in Amazon S3 with plan-based storage limits and recommends using external cloud storage solutions like SharePoint or Google Drive for advanced document management while linking files within workflows to optimize storage allocation and meet organizational compliance requirements.
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