How To Use the Video Widget

The video widget lets you embed videos in your workflows and workflow runs.

Videos are a great way for providing extra instructions to whoever fills out your workflow runs or views your workflows. For example:

  • To illustrate how a task should be performed or completed
  • To add a welcome message to any clients or employees you onboard
  • As a tutorial to explain how to use some of your workplace tools

The video widget supports videos up to 5 GB
(MOV, MPG, AVI, FLV, F4V, MP4, M4V, ASF, WMV, VOB, MOD, 3GP, MKV, DIVX, and XVID videos)
When uploading a video to a workflow, the maximum size is 5 GB. You’ll need to use the upload widget and not drag and drop a video onto the workflow. Embedding a video from Youtube, Vimeo or Wistia has no limit.

Users: In order to add or edit video widgets in workflows, you must be an Administrator or a Member who has been given ‘edit’ access by your Administrator. 

How to use the video widget

To use the video widget (as with any other content widget) you need to be editing a workflow.

Find the workflow you want to edit and then click the three dots to the right of its name (or click its name) to open the right-hand menu.

Next, click “Edit” and once inside the workflow editor, click on the task or heading you want to add your video into.

You can drag and drop the video widget into place, or click once to add it. Next, add the URL for the video or its embed code, as shown above.

Learn how to find the embed codes for:

Once your link is added, your video will appear in the workflow. You can add a description underneath it if you wish.

Save changes to your workflow when you’re finished and run it to make sure everything is working as expected.

While there is no storage limit for uploads to your Process Street account, there are individual file upload limits.

My video isn’t showing?

If your video doesn’t load properly, you need to use the embed code instead of the video URL. It may also be because the video hasn’t been shared publicly. Sharing permissions may block you from using a certain video.

Learn more about how the other widgets work:


 

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