Add Loom Videos to Client Portals in LaunchBay

Easily embed Loom videos to let customers view them directly in their LaunchBay client portals. You can connect Loom to LaunchBay by copying the embed code Loom provides and pasting it into tasks and portal pages within your LaunchBay projects.

Note: As with all integrations, you can add Loom videos to both client tasks and portal tabs in your LaunchBay projects. This guide will cover the process for adding Loom videos to client tasks, but the process for embedding them into portal pages is similar. See the note listed under Step 2 for additional instructions.

Step 1:

In your Loom account, hover over the video you want to add to a LaunchBay task, open the “More Actions” dropdown menu, and select “Share.” In the pop-up window, click “Embed” and copy the embed code by clicking the button.

Step 2:

In your LaunchBay account, select a project or template, navigate to the “Tasks” page, and click “Create task.” 

After entering a title (required) and description (optional) for your task, click the "Embed" task option. Paste the embed code you copied from Loom into the open modal and click “Save.” 

Note: To add a Loom video to a portal page instead of a client task, select a project from your LaunchBay dashboard and click “Portal” in the top navigation menu. Click “+New” and paste the code you copied in Step 1 into the “App Embed Code” section.

Final thoughts:

And you’re done!

By following these steps, you have successfully connected Loom to LaunchBay, enabling customers to access the video you embedded directly within the task you assigned them to complete in their LaunchBay client portal.