Using Zoom Notes in a meeting

note icon
Users can now create and manage their notes using My Notes, which provides an upgraded experience with AI. As Zoom Notes is being deprecated, users should begin transitioning to My Notes to maintain uninterrupted access to note-taking functionality.

With Zoom Notes, users can create note documents while in a meeting, allowing them to track meeting minutes, important items, tasks for after the meeting, and more. In addition, these notes can be shared with participants within the meeting, as well as shared with users outside of the meeting.

Requirements for using notes in a Zoom meeting

Table of Contents

How to create a new note during a Zoom meeting

  1. Start a meeting from the Zoom desktop app.
  2. On the in-meeting controls, click the Notes icon .
  3. At the top right, click New.
    A new note will open and can be edited or shared with the meeting. 

How to edit a note during a Zoom meeting

  1. Start a meeting from the Zoom desktop app.
  2. On the in-meeting controls, click the Notes icon .
  3. Click the existing note you want to edit.
    The note will open in the meeting window.
  4. Use the editing tools to update the note, or share the note in the meeting.

How to share a note during a Zoom meeting

Sharing a note with participants in a meeting

  1. Start a meeting from the Zoom desktop app.
  2. In the meeting controls toolbar, click the Notes icon .
  3. At the top right, click New or click an existing note you would like to edit.
  4. Click the Share icon .
  5. Under Share with Meeting collaborators, click Share to Meeting.
  6. In the next window, select the desired permissions for the participants:  
  7. (Optional) Enable Allow persistent access to verified meeting participants after closing the document to allow participants access to the note after the note has been closed or the meeting ended. 
    Note: Participants must be signed in to a Zoom account when joining the meeting to be given persistent access to the note.
  8. Click Share Note.

Sharing a note with other collaborators while in a meeting

  1. Start a meeting from the Zoom desktop app.
  2. In the meeting controls toolbar, click the Notes icon .
  3. At the top right, click New or click an existing note you would like to edit.
  4. Click the Share icon .
  5. Enter the name of a contact, email address, or the channel you would like to share the note with and set their permissions.
  6. (Optional) Under Invite Message, enter a message that will be sent to the new collaborators. 
  7. Click Share Note.