Skip to content
Tallyfy

Add videos to a task

Add or embed videos in tasks

You can add videos to a task two ways - embed from YouTube/Vimeo using Insert > Embed URL, or upload files directly through Insert > Video. Embedding is usually better since it’s faster and doesn’t use your storage.

  1. Embed from video sites - Link to videos on YouTube, Vimeo, or similar platforms
  2. Upload video files - Upload MP4, WebM, or OGG files (up to 100MB) directly to Tallyfy

Embedded videos load faster and don’t count against your storage. No file size limits to worry about either.

  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 (e.g., from YouTube or Vimeo).
  5. Click Insert.
  6. A video preview appears in the description.

Method 2: Upload video files

For proprietary content or recordings you’ve just made, upload the file directly. The limit is 100MB per file. Supported formats are MP4, WebM, OGG, and QuickTime.

  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.

Prefer embedded videos when possible - they load faster and won’t use storage space.

Templates > Insert media

Tallyfy lets you insert images, videos, files, tables, links, and embedded content directly into task descriptions within templates so that instructions are clearer and more visual for anyone following a process.

Tasks > Edit tasks

Tallyfy lets you edit any task on the fly — reassign people and update descriptions with rich text and media and adjust due dates for both standalone tasks and tasks inside running processes.

Edit Task > The rich text editor

Tallyfy’s built-in rich text editor lets you format text and add images and videos and dynamic variables and reusable snippets across task descriptions and comments while also supporting mailto: links and Gmail compose URLs in HTML mode to let users send pre-filled emails directly from workflow steps.

Code Samples > Managing files

Tallyfy’s API provides endpoints to upload files up to 100MB and attach them to tasks or kick-off forms as well as download retrieve metadata for and permanently delete those file assets.
Get in touch
About Tallyfy