Embed Task Option

Motion.io's Embed a Website task option allows you to embed any third-party website software app directly into tasks so clients can access them without leaving their Motion.io portal.

This article will walk you through the steps of embedding a website in a task, along with practical examples of how your business can use this feature to make the most of it.

🏆 Tip: If you've just started using Motion.io and want more general information on how client tasks work and how to create them, click here.

How to Use the Embed a Website Task Option

1. Create a new task

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

2. Click "Embed"

On the right side of the Task Composer, under "Attach," locate the Embed button and click to activate it. A modal will open, prompting you to add an embed code or URL.

3. Enter a URL or iFrame Embed Code

Paste your website URL, iframe code, or shareable link from the software you’re embedding.

This link will display directly within the task for your client, giving them easy access without needing to open new tabs or leave Motion.io.

📢Note: If you’re not sure which type of link to embed, check if the tool you’re linking to provides an iframe code, shareable link, or simply use its URL. For some tools, only specific link types will display correctly. Click here for instructions on popular ways to use website embeds.

4. Set Reminders and Save

Complete the task details by setting a due date and enabling reminders (to keep clients on track), then click Save.

Once everything is set up, your client will see the embedded website directly in their task view. Here’s a preview of what it will look like from their perspective:

👋Tip: Want to see real-world examples of different ways you can use in Embeds in client tasks? Click here.