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Embedded videos in Tasks (including in Workflows), Issues, and more!
Embedded videos in Tasks (including in Workflows), Issues, and more!

Share user training in Workflow steps in Portals, ramp up team members quicker, and add extra information to Issues

Daniel Sternegard avatar
Written by Daniel Sternegard
Updated over a week ago

Summary

  • It's easy to embed a video into a Task (including Workflow steps), as well as records of other models such as Issues

  • Videos are a great way to provide additional information, such as training for customers or your colleagues

Who is this article for?

  • All Planhat users

Article contents

Click below to jump to the relevant section:


Introduction and example use cases

In addition to other attachment types, you can embed third-party videos (from Loom or YouTube, for example) into individual Tasks, including Workflow steps. Typical use cases include:

  • Embed instructional video content directly in Workflow Task steps

    • Create richer automated user training sequences in the Portal

    • Support new team members when they execute Workflows

  • Provide explanatory content to Issues (e.g. bug reports or feature requests)

Use of videos can both increase team efficiency (e.g. by automating what might otherwise be repetitive live video call sessions), and improve the experience for customers and team members alike.


Technical specifications

  • You can embed videos in records of the following models:

    • Tasks (including steps in Workflows)

    • Issues

    • Assets

    • Projects

    • Campaigns

    • Objectives

    • Workspaces

  • Planhat currently supports the following video content tools: YouTube, Loom, Vidyard, Sendspark, and Vimeo

  • You can embed multiple videos in a single Task/Issue etc.

  • If the video is deleted at the source (e.g. you delete the video in Loom), Planhat will display a "Video unavailable" message in the thumbnail

  • Embedded videos are generally excluded from integrations to other tools (but this can depend on the specific integration - if unsure, ask your CSM)


How to embed a video

To add a video, you can simply click on the "+" button next to "Attachments" within an individual Task, Issue or Asset etc., and select "Add a URL" - we show an example (of a Task step in a Workflow) in the GIF below.

For more about Workflow step details, including sharing Tasks to Portals, see here.

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