The YouTube widget plays a YouTube video inside a dashboard. Think of a training clip that sits on the onboarding page instead of a link people have to follow. You paste the video's link into the widget, and the player appears on the dashboard.
Here is the test: is the content a video on YouTube that people should watch beside their records? If yes, add this widget. For a video on Vimeo, use the Vimeo widget.
Example: a Vendor Management solution. New Procurement members watch a ten-minute vendor onboarding video. On the onboarding tab of the Vendor risk overview dashboard, a YouTube widget titled Vendor onboarding video plays it beside the intake form's button. Nobody leaves the dashboard to find the video.
The onboarding tab of the Vendor risk overview with the training video in a YouTube widget.
Plan Availability | All plan types. |
Permissions | Solution Managers and members with Full Access add and change widgets on a public dashboard; the owner does on a private one; every member who can open the dashboard sees the widget. |
Platform | Web |
Related Reading |
Adding a YouTube widget
Open the dashboard and set the View | Edit switch in the upper right to Edit.
Select + Add Widget. The Add New Widget sidebar opens on the right, with a search box (Search Widget) and 13 collapsible categories. Only Page Display is open to start.
Open Video and select YouTube. The card's info icon reads "Embed a YouTube video in your dashboard."
The YouTube window opens. The live preview is on the left and the settings on the right, on one tab, General. The preview reads Set a value for preview until you give it something to show.
Under Settings, paste the video's link into Embed URL. The preview shows the player with the video's title bar and play button.
Select Add Widget at the foot of the window. Cancel discards it.
The widget lands at the top left of the dashboard as a small block, with its title above the content. Hover over it and drag the pill on its right edge or its bottom edge to resize it; the width snaps to the dashboard's four-column grid. The dashboard saves on its own. There is no Save button.
The widget settings
The settings sit on the right of the window under two headings, Heading and Settings. Each collapses with the chevron at its right. The window's header holds a gear that shows or hides the settings, a three-dot More Options menu (Highlight Color, Duplicate Widget and Collapsed by Default) and an X. Close with the X after a change and the window asks whether you want to exit without saving. Its buttons are Exit Without Saving and Save Changes.
Heading
Title is the text shown above the widget on the dashboard. It is prefilled with the widget's name, so change it to what the content is, such as Vendor onboarding video. Description is a switch, off to start. Turn it on and a text box appears with a small toolbar: bold, italic, underline, text color, highlight, link, bullet list and numbered list. Two tabs set where the description shows. As A Tooltip puts it behind an info icon next to the title. Below The Title shows it under the title, and is selected to start.
Embed URL
The video's link, pasted into the box marked Paste URL. The helper under it reads "Paste a link to a video on YouTube in the text box above." Paste the ordinary watch link. The widget turns it into YouTube's embed link on its own. Typing something that is not a link showed no message in the product read; the preview simply stays empty.
The YouTube window: the player in the preview on the left, Heading and the Embed URL box with its helper line on the right.
Getting the link from YouTube
The widget plays what YouTube allows to be embedded. These steps happen on YouTube, not in SmartSuite.
On YouTube, open the video and copy its link from the address bar, or select Share and copy the link there.
Paste it into the widget's Embed URL box.
The video's settings on YouTube must allow embedding. A private video, or one whose owner turned embedding off, does not play on the dashboard.
Tip: Open the link in a private browser window before you paste it. If it opens there, it opens for every member of the dashboard.
Permissions
Solution Managers and members with Full Access add, change and remove widgets on a public dashboard. The owner of a private dashboard does the same on it. Every member who can open the dashboard sees the widget. Whether the video plays is decided by its settings on YouTube, not by SmartSuite. A dashboard shared by link shows everything on it to anyone with the link, this widget included. See Dashboard Settings and Public Dashboard Sharing.
Using the widget
In View mode the widget shows its title and the YouTube player, and the video plays in place. Members play, pause and go full screen inside the player, as they would on YouTube. Hover over the widget and a full screen icon and a three-dot menu appear at its top right.
Note: A video whose owner turned embedding off shows an error from YouTube inside the widget, not a SmartSuite message. The fix is on YouTube.
The live mobile guide lists the YouTube widget as supported in the SmartSuite mobile app; see Mobile Dashboard Widgets: Supported Features and Limitations Guide.
Editing a YouTube widget
In Edit mode, hover over the widget. A strip appears with a drag handle (Drag Widget), Move Up, Move Down, Edit and a three-dot More Options menu. Select Edit to reopen the window, change the link or the title and select Save Changes. Drag the handle to move the widget; a dashed placeholder shows where it will land. Duplicating and deleting are in the More Options menu, and the delete prompt names the widget; see Managing Widgets.
Frequently asked questions
Why does the widget show an error instead of the video?
Why does the widget show an error instead of the video?
The video is private, or its owner turned embedding off. Both are fixed on YouTube, not in SmartSuite.
Which link do I paste?
Which link do I paste?
The watch link from the address bar or the Share button. The widget converts it to the embed form itself.
Does the video start on its own?
Does the video start on its own?
No. The player waits for a member to press play.
Can I show two videos?
Can I show two videos?
Yes. Add one YouTube widget per video and give each a title so the page reads at a glance.
Does the widget cost extra?
Does the widget cost extra?
No. Dashboards and their widgets are included on every plan.
Last verified 30 Oct 2026.


