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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

Media files like images videos files tables and links can be added to task descriptions in templates with a 100MB upload limit to enhance instructions through a simple insert menu interface.

Edit Task > The rich text editor

The rich text editor offers formatting options dynamic content insertion media embedding and content organization features while maintaining consistent branding across the platform.

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.

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.
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