Six Ways to Use Task Embeds

Motion.io's Embed task option allows you to add external tools, websites, or resources directly into a tasks that clients can access directly within their Motion.io portals. This article will provide six real-world examples of how you can use the "Embed" option in your client projects.

Calendars

Embed scheduling tools like Calendly or Google Calendar directly in a task to let clients book appointments directly in their Motion.io portals

Reporting Dashboards

Give clients access to reporting dashboards from tools like Google Looker and Hootsuite directly in a task.

Videos

Embed videos from streaming platforms like YouTube and Vimeo clients can watch directly within client tasks.

External Forms

Add forms from tools like Typeform, Fillout, or Google Forms to collect information, feedback, or approvals. This is especially useful for onboarding or project intake tasks.

Note: When incorporating forms into a project, we recommend using Motion.io's built-in forms whenever possible, as they integrate with other powerful functionality across the Motion.io platform. Learn more.

Payment Apps

Include payment links from Square, PayPal, or Xero so clients can pay invoices within the Motion.io portal. This is a convenient way to streamline billing and make payment completion straightforward.

File sharing with Google Drive

Link to specific Google Docs, Sheets, or Drive folders that clients need to review or edit. For example, agencies can provide assets, drafts, or reports that clients can access and comment on without leaving the task view.

👋Tip: Motion.io also has detailed guides for integrating specific tools, which you can find here.