Managing task view layouts

The Zoom Tasks feature enables users to create, track, and manage action items seamlessly within the Zoom platforms. Tasks views can be managed from within the Zoom Workplace app or Zoom Web portal.

Requirements for managing task view layouts

Table of Contents

How to group tasks

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace app.
  2. Click the Tasks tab .
  3. Select the desired task list: My Tasks, All Tasks, Starred Tasks, or a personal list.
  4. In the top right corner, click the Filter icon .
  5. Under Group by, select the value you want to group tasks by:
    • None (default): Tasks are not grouped.
    • Due Date: Tasks are grouped by the date that they are due
    • Assignee: Group tasks by the person assigned to them.
    • Source: Group tasks by the meeting, channel, or email from which the task was generated.
    • Modified: Group tasks by the last time they were updated.
    • Status: Group tasks by the current status of the task.
    • Priority: Group tasks by the priority assigned to the task. 
  6. Once the grouping has been selected, you can expand or collapse groups.
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Tasks.
  3. Select the desired task list: My Tasks, All Tasks, Starred Tasks, or a personal list.
  4. In the top right corner, click the Filter icon .
  5. Under Group by, select the value you want to group tasks by:
    • None (default): Tasks are not grouped.
    • Due Date: Tasks are grouped by the date that they are due
    • Assignee: Groups tasks by the person assigned to them.
    • Source: Group tasks by the meeting, channel, or email from which the task was generated.
    • Modified: Groups tasks by the last time they were updated.
    • Status: Groups tasks by their current status.
    • Priority: Group tasks by the priority assigned to the task. 
  6. Once the grouping has been selected, you can expand or collapse groups.

How to add filters to the task view

Available filters

The following filters are available:

FilterDescription
AllDisplays all tasks.
Complete tasksDisplays tasks that have been completed.
Incomplete tasksDisplays tasks that are currently incomplete.
RecommendedSuggested tasks that have been generated by AI Companion.
Non RecommendedTasks that are manually created by users.
StarredTasks that have been starred as favorites.
UnstarredTasks that have not been starred as favorites.
No listsTasks that have not been added to a list.
Due this weekDisplays tasks that are due during the current week.
OverdueIncomplete tasks that are past their due date.

Adding a filter

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace app.
  2. Click the Tasks tab .
  3. Select the desired task list: My Tasks, All Tasks, Starred Tasks, or a personal list.
  4. In the top right corner, click the Filter icon .
  5. Select one or more attributes you want to filter your task view by.
    Only tasks that fit the selected attribute(s) will be displayed.
  6. (Optional) To clear the applied filters, click Filter and click Clear or select the None filter attribute.
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. Tap the Tasks tab .
  3. (Optional) Tap the desired task list: My Tasks, All Tasks, or Starred Tasks.
  4. In the top left corner of the task list, tap the Filter icon .
  5. Under Status, tap the value you want to filter by.
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Tasks.
  3. Select the desired task list: My Tasks, All Tasks, Starred Tasks, or a personal list.
  4. In the top right corner, click the Filter icon .
  5. Select one or more attributes you want to filter your task view by.
    Only tasks that fit the selected attribute(s) will be displayed.
  6. (Optional) To clear the applied filters, click Filter and click Clear or select the None filter attribute.

How to filter by source

In addition to the standard filters, users can filter tasks by specific sources as well

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace app.
  2. Click the Tasks tab .
  3. Select the desired task list: My Tasks, All Tasks, Starred Tasks, or a personal list.
  4. At the top of the window, click All sources. 
    Note: If a source was previously selected, click the source name to change the filter. 
  5. Select the desired source:
    • All sources: Displays all tasks regardless of source.
    • Meetings: Displays tasks generated from a Meeting Summary.
    • Chat: Displays tasks created from a chat message. 
    • Email: Displays tasks created from an email. 
    • Created by me: Displays tasks manually created by you. 
Android | iOS
  1. Sign in to the Zoom Workplace mobile app.
  2. Tap the Tasks tab .
  3. (Optional) Tap the desired task list: My Tasks, All Tasks, or Starred Tasks.
  4. In the top left corner of the task list, tap the Filter icon .
  5. Under Status, tap the value you want to filter by.
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Tasks.
  3. Select the desired task list: My Tasks, All Tasks, Starred Tasks, or a personal list.
  4. In the top right corner, click the Filter icon .
  5. Select one or more attributes you want to filter your task view by.
    Only tasks that fit the selected attribute(s) will be displayed.
  6. (Optional) To clear the applied filters, click Filter and click Clear or select the None filter attribute.

How to manage columns

Available columns

The following columns are available:

FilterDescription
Lists

Displays the list of tasks that have been assigned to. 

Note: If the task has been assigned to multiple tasks, the number of tasks will be displayed.

Created by

Displays the user who created the task.

Note: The user will be listed as AI Companion if the task was a recommended task. 

PriorityDisplays the assigned to the task. 
Due DateDisplays the assigned due date for the task.
AssigneesDisplays the current assignees for the task.
SourceDisplays the source the task was generated from (Meetings, Team Chat, etc.).
Created DateDisplays the date the task was created.
Last ModifiedDisplays the time the task was last updated. 
IntegrationDisplays the integration associated with the task (ex. Jira).
StatusDisplays the current status for the task. 
IDDisplays the Unique ID for the task itself.
Collaborators Displays the current collaborators added to a task.
Attachments Displays the files currently attached to the task. 

Adding a column

Windows | macOS | Linux
  1. Sign in to the Zoom Workplace app.
  2. Click the Tasks tab .
  3. Select the desired task list: My Tasks, All Tasks, Starred Tasks, or a personal list.
  4. In the table header, click the Settings icon .
  5. Enable or disable the desired columns.
    Note: Click Show all to enable all columns in the table view.
  6. Click and drag columns up or down to reorder the display.
  7. Click Confirm.
  8. (Optional) Click Reset to display the default columns.
Web
  1. Sign in to the Zoom web portal.
  2. In the navigation menu, click Tasks.
  3. Select the desired task list: My Tasks, All Tasks, Starred Tasks, or a personal list.
  4. In the table header, click the Settings icon .
  5. Enable or disable the desired columns.
    Note: Click Show all to enable all columns in the table view.
  6. Click and drag columns up or down to reorder the display.
  7. Click Confirm.
  8. (Optional) Click Reset to display the default columns.