Creating a task with Zoom Tasks

The Zoom Tasks feature enables users to create, track, and manage action items seamlessly within the Zoom platform. Tasks can be created from within the Zoom Workplace app or Zoom web portal.

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While tasks can be shared externally, only users within the account where the task was created can be assigned a task.

Requirements for creating a Zoom Task

Table of Contents

How to create a task

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace app.
  2. Click the Tasks tab .
    Note: If you do not see the Tasks tab, click the More tab, then click Tasks. 
  3. In the top left corner, click the Add icon .
  4. Enter the Title of the task.
  5. Under Due Date, set the date by which the task needs to be completed.
  6. Under Assignees, select the users to be assigned to the task.
    Note: By default, you will be listed as an Assignee.
  7. Under Description, enter the description of the task.
  8. (Optional) Under Attachments, click + Add Attachments to add any files for reference.
  9. (Optional) Under Status, select the starting status for the task.
    Note: By default, the Status will be set to To Do.
  10. Under Visibility, select one of the following:
    • Only assignees and collaborators: Only those added as assignees or collaborators will be able to view the task.
    • Anyone at [Organization name]: All users within an organization will be able to view the task.
  11. (Optional) Under Collaborators, click the Add icon to add contacts as collaborators.
  12. Click Create.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. Tap the Tasks tab .
    Note: If you do not see the Tasks tab, tap the More tab, then tap Tasks. 
  3. In the lower right corner, tap the Add icon .
  4. Enter the Title of the task.
  5. Under Due Date, set the date by which the task needs to be completed.
  6. Under Assignees, select the users to be assigned to the task.
    Note: By default, you will be listed as an Assignee.
  7. Under Description, enter the description of the task.
  8. (Optional) Under Attachments, tap + Add Attachments to add any files for reference.
  9. (Optional) Under Status, select the starting status for the task.
    Note: By default, the Status will be set to To Do.
  10. Under Visibility, select one of the following:
    • Only assignees and collaborators: Only those added as assignees or collaborators will be able to view the task.
    • Anyone at [Organization name]: All users within an organization will be able to view the task.
  11. (Optional) Under Collaborators, tap the Add icon to add contacts as collaborators.
  12. Tap Done.
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Tasks.
  3. In the top left corner, click the Add icon.
  4. Enter the Title of the task.
  5. Under Due Date, set the date by which the task needs to be completed.
  6. Under Assignees, select the users to be assigned to the task.
    Note: By default, you will be listed as an Assignee.
  7. Under Description, enter the description of the task.
  8. (Optional) Under Attachments, click + Add Attachments to add any files for reference.
  9. (Optional) Under Status, select the starting status for the task.
    Note: By default, the Status will be set to To Do.
  10. Under Visibility, select one of the following:
    • Only assignees and collaborators: Only those added as assignees or collaborators will be able to view the task.
    • Anyone at [Organization name]: All users within an organization will be able to view the task.
  11. (Optional) Under Collaborators, click the Add icon to add contacts as collaborators.
  12. Click Create.

How to create a task in Team Chat

Users can create tasks from Team Chat messages or specific text within a chat message. Learn more about creating tasks in Zoom Team Chat.

How to create a task in Zoom Mail

  1. Click the Mail tab .
  2. Click an email to open it.
  3. More options, then click Create task.
  4. Fill out the task form.
  5. Click Create.