Getting Started with Zoom Tasks

Zoom Tasks empowers users to seamlessly create, track, and manage action items directly within the Zoom platform. Designed as a centralized management tool, it enables users to organize tasks originating from meetings, chats, phone calls, and more, fostering collaboration and productivity.

With Zoom Tasks, users can assign tasks to team members, share them with collaborators, and monitor progress effortlessly. Zoom’s AI Companion feature enhances productivity by automatically generating tasks and suggesting actionable steps to help you stay on top of your to-do list.

For even greater flexibility, Zoom Tasks integrates smoothly with external project management tools like Jira, ensuring your workflows remain connected and efficient.

Requirements for using Zoom Tasks

Table of Contents

How to navigate Zoom Tasks

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace desktop app.
  2. Click the Tasks tab .
  3. In the navigation menu, select the desired task list:
    • Recommended: Tasks have been generated using AI Companion.
    • My tasks: Tasks that you have created, been assigned, or added from the Recommended tasks section.
    • All tasks: Tasks that have been assigned to you by other users or tasks where you have added collaborators.
    • Starred: Tasks that you have starred (favorite).
    Note: These tasks are not active tasks until they have been added from this view.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. Tap the Tasks tab .
  3. In the navigation menu, select the desired task list:
    • Recommended: Tasks have been generated using AI Companion.
    • My tasks: Tasks that you have created, been assigned, or added from the Recommended tasks section.
    • All tasks: Tasks that have been assigned to you by other users or tasks where you have added collaborators.
    • Starred: Tasks that you have starred (favorite).
    Note: These tasks are not active tasks until they have been added from this view.
Web
  1. Sign in to the Zoom Web Portal.
  2. In the left navigation, click Tasks.
  3. In the navigation menu, select the desired task list:
    • Recommended: Tasks have been generated using AI Companion.
    • My tasks: All tasks assigned to a user.
    • All tasks: Tasks that have been assigned to you by other users or tasks where you have added collaborators.
    • Starred: Tasks that you have starred (favorite).
    Note: These tasks are not active tasks until they have been added from this view.
  4. In the top left corner, use the Search box to for the task based on the task name.

How to create a task

Zoom Tasks can be created quickly within the Zoom Workplace app, the Zoom Web app, or the Zoom Web portal.

Learn more about creating a Zoom Task. 

How to manage a task

Zoom Tasks can be managed from within the Zoom Web app or the Zoom Web portal.

Learn more about managing tasks.

How to manage task views

Users can manage how they view tasks, allowing them to arrange, filter, or group tasks as they see fit.

Learn more about managing task views. 

Using AI Companion with Zoom Tasks

With AI Companion, users can have tasks recommended to them based on their interactions. In addition, AI Companion can suggest ways to manage and create tasks.

Learn more about using AI Companion with Zoom Tasks.